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2018.03.20_City Council Agenda
PUBLIC NOTICE OF THE MEETING OF THE OWASSO CITY COUNCIL Council Chambers, Old Central Building C'k 109 N Birch, Owasso, OK 74055 Regular Meeting Tuesday, March 20, 2018 - 6:30 pm of 1. Call to Order Mayor Lyndell Dunn 2. Invocation Mike Frantz, Pastor of Discovery Bible Fellowship Church 3. Flag Salute 4. Roll Call 5. Presentation of the Character Trait of Orderliness Randy Cowling, Executive Director Owasso Community Resources 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 9, 2018, Special Meeting • March 13, 2018, Regular Meeting B. Approve claims C. Approve a budget amendment in the General Fund, increasing estimated revenues and the appropriation for expenditures by $27,557 for the receipt and transfer of Congestion Mitigation and Air Quality (CMAQ) grant funds to the OPWA for the purchase of a vehicle D. Declare vehicle parts as surplus to the needs of the City and authorize disposal (F- 350 truck parts removed for conversion to a wildland fire apparatus) 7. Consideration and appropriate action relating to items removed from the Consent Agenda 8. Consideration and appropriate action relating to the final plat for Morrow Elementary School (approximately 12200 N 132 E Ave) Morgan Pemberton Staff recommends approval of the Final Plat for Morrow Elementary School. Consideration and appropriate action relating to Ordinance 1126 approving a Planned Unit Development as referenced in application OPUD 18 -01 and zoning application OZ 18 -01, for McKnight Farm at Preston Lakes (northwest corner of E 86 St N and N 161 E Ave) Morgan Pemberton Staff recommends approval of Ordinance 1 126 (OPUD 18 -01 and OZ- 18 -01). Owasso City Council March 20, 2018 Page 2 10. Consideration and appropriate action relating to an Amendment to the Professional Services Agreement with GH2 Architects for the Redbud Park Project (Owasso Festival Market Place on Main) Larry Langford Staff recommends approval of an Amendment to the Professional Services Agreement with GH2 Architects, LLC of Tulsa, Oklahoma, for additional professional services for the Redbud Park (Owasso Festival Market Place on Main) and authorization to execute the amendment. 11. Consideration and appropriate action relating to acceptance of the Sports Park Parking Lot and Roadway Project Larry Langford Staff recommends acceptance of the Sports Park Parking Lot and Roadway Project and authorization for final payment to Ground Level in the amount of $40,889.89. 12. Consideration and appropriate action relating to the award of a bid for mowing US Highway 169 Right -of -Way Tim Doyle Staff recommends awarding a mowing contract including the base project and alternate # 1, alternate #2, and alternate #3 to Lot Maintenance of Oklahoma, Inc., of Tulsa, Oklahoma, in the amount of $6,932 per mowing and authorization to execute the contract. 13. Consideration and appropriate action relating to an agreement for acquisition of right -of -way for the Garnett Roadway Improvements Project from E 106 St to E 116 St N Roger Stevens Staff recommends approval of an agreement with Vidal Palacios and Gabriela Rodriguez for the acquisition of right -of -way, easement, and compensation for damages in the amount of $25,495.20 and authorization for payment. 14. Consideration and appropriate action relating to the Video Surveillance System for the Owasso Public Safety Operations & Training Complex Project (Fire Station #4) Andrew Neyman Staff recommends approval for the purchase and installation of a video surveillance system from Digi Security Systems of Tulsa, Oklahoma, in an amount not to exceed $68,557.19. 15. Consideration and appropriate action relating to a request for an executive session, as provided for in Title 25, O.S. § 307(6)(3), for purposes of discussing the purchase of real property located at 120 E 2nd St Julie Lombardi 16. Consideration and appropriate action relating to acceptance of an offer to purchase the property located at 120 E 2nd St Julie Lombardi Staff recommends authorization for purchase and payment of the property located at 120 East 2nd Street, Owasso, Oklahoma, for $190,000, and authorization for the City Manager to sign all necessary documents. Owasso City Council March 20, 2018 Page 3 17. Report from City Manager 18. Report from City Attorney 19. Report from City Councilors 20. Official Notices to Council (documents for acknowledgment or information only, no discussion or action will be taken) Payroll Payment Report: - Pay Period Ending Date 2/17/18 - Pay Period Ending Date 3/3/18 Health Care Self- Insurance Claims: - dated as of 3/1/18 - dated as of 3/15/18 Monthly Budget Status Report - February 2018 21. New Business (New Business is any item of business which could not have been foreseen at the time of posting of the agenda) 22. 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 16, 2018 g - ) / J�liann M. Stevens, Deputy City Clerk The City of Owasso encourages citizen participation. To request an accommodation due to a disability, contact the City Clerk at least 48 hours prior to the scheduled meeting by phone (918)- 376 -1502 or by email to istevens@cifyofowasso.com OWASSO CITY COUNCIL MINUTES OF SPECIAL MEETING Friday, March 9, 2018 The Owasso City Council met in special session on Friday, March 9, 2018, 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 8:15 am on Wednesday, March 7, 2018. 1. Call to Order Mayor Lyndell Dunn called the meeting to order at 8:30 am. 2. Roll Call Present Absent Mayor - Lyndell Dunn None Vice-Mayor- Chris Kelley Councilor - Doug Bonebrake Councilor - Bill Bush Councilor -Jeri Moberly A quorum was declared present. Staff: City Manager- Warren Lehr City Attorney - Julie Lombardi 3. 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 • February 20, 2018, Regular Meeting B. Approve claims C. Approve a budget amendment in the Capital Improvements Fund, increasing estimated revenues and the appropriation for expenditures by $151,181.40 D. Accept public infrastructure improvements including paving and stormwater for Abbott Farms Phase I (north side of E 106 St N, east of Mingo) E. Accept public infrastructure improvements including sanitary sewer and stormwater system for Safelock Mini Storage (12918 E 76 St N) F. Declare the 2000 Chevy Impala vehicle, VIN #2G1 WF55K5Y9274739, as surplus and make available for disposal via auction G. Accept the E 76 St N and Main St Intersection Beautification and Improvements Project and authorize final payment to Grade Line Construction in the amount of $94,767.70 H. Accept the Garrett Creek Relief Line Project and authorize final payment to Ira Green Construction in the amount of $57,348.67 I. Accept the Morrow Place Lift Station Project and authorize final payment to Cross -Bo Construction in the amount of $172,291.37 Mr. Bonebrake moved, seconded by Ms. Moberly to approve the Consent Agenda with claims totaling $401,226.48. Owasso City Council March 9, 2018 Page 2 YEA: Bonebrake, Bush, Kelley, Moberly, Dunn NAY: None Motion carried: 5 -0 4. Consideration and appropriate action relating to items removed from the Consent Agenda None 5. Adjournment Ms. Moberly moved, seconded by Mr. Bonebrake to adjourn the meeting. YEA: Bonebrake, Bush, Kelley, Moberly, Dunn NAY: None Motion carried 5 -0 and the meeting adjourned at 8:31 am. Lyndell Dunn, Mayor Juliann M. Stevens, Deputy City Clerk OWASSO CITY COUNCIL, OPWA & OPGA MINUTES OF JOINT REGULAR MEETING Tuesday, March 13, 2018 The Owasso City Council, Owasso Public Works Authority (OPWA), and Owasso Public Golf Authority (OPGA) met in a joint regular meeting on Tuesday, March 13, 2018, in the Council Chambers at Old Central, 109 N Birch Street, 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 (west side), at 6:00 pm on Friday, March 9, 2018. 1. Call to Order Mayor /Chair Lyndell Dunn called the meeting to order at 6:03 pm. Present Mayor /Chair- Lyndell Dunn Vice - Mayor /Vice- Chair- Chris Kelley Councilor /Trustee - Doug Bonebrake Councilor /Trustee - Bill Bush A quorum was declared present. Absent Councilor /Trustee -Jeri Moberly 2. Discussion relating to the Mayor /Chair Leadership Elections Process Mayor /Chair Lyndell Dunn presented the item and discussion was held. 3. Discussion relating to Community Development items A. FY 2018 -2019 Community Development Block Grant (CDBG) B. Final Plat - Morrow Elementary School (approximately 12200 N 132 E Ave) C. PUD -18 -01 & OZ -18 -01 - McKnight Farm at Preston Lakes (northwest corner of E 86 St N and N 161 E Ave) D. Proposed Update to the Owasso Zoning Code Karl Fritschen presented item 3A, advising that a public input meeting will be held at City Hall on April 2, 2018, at 6:00 pm; discussion was held. Bronce Stephenson and Morgan Pemberton presented items 3B, 3C, and 3D and discussion was held. It was further explained that item 3A would be placed on the April 3, 2018, Council agenda for consideration and action; items 3B and 3C would be placed on the March 20, 2018, Council agenda for consideration and action; and item 3D would be placed on the April 10, 2018, Work Session for further discussion. 4. Discussion relating to Public Works items A. Roadway Dieting /Complete Streets B. Coffee Creek Lift Station and Force Main Improvements Roger Stevens presented items 4A and 4B and discussion was held. 5. Discussion relating to rates and fees A. Public Works and Utility Billing B. Parks, Police Records, and Cemetery Sherry Bishop presented items 5A and 5B and discussion was held. It was further explained that these items would be placed on the April 3, 2018, Council or OPWA agendas for consideration and action. The rates and fees related to the Cemetery would be placed on the April 10, 2018, Work Session for further discussion. Owasso City Council, OPWA & OPGA March 13, 2018 Page 2 6. Discussion relating to City Manager items • Monthly sales tax report • City Manager report Jennifer Newman presented the monthly sales tax report and discussed was held. Warren Lehr reported on the Tulsa Chamber D.C. Fly -In for 2018 scheduled for May 9 -11; various upcoming city events (event information can be found on the city's website); efforts of the Owasso FOP and Rib Crib in raising funds for a local family; and the city's participation in the Local Update of Census Addresses and Information. 7. Discussion relating to vacancies on the Citizen Sales Tax Watchdog Committee Mayor Lyndell Dunn presented the item and discussion was held. 8. Councilor /Trustee comments and inquiries Councilors commented on the Owasso Chamber's booth at the 2018 Tulsa Home and Garden Show and the 2018 Lady Rams Basketball's State Championship win. 9. Adjournment The meeting adjourned at 7:35 pm. Lyndell Dunn, Mayor /Chair Juliann M. Stevens, Deputy City Clerk Fund 01 GENERAL Claims List - 3/20/2018 Vendor Name AT &T BLUE ENERGY FUELS, LLC CITY GARAGE FLEETCOR TECHNOLOGIES JPMORGAN CHASE BANK JPMORGAN CHASE BANK JPMORGAN CHASE BANK JPMORGAN CHASE BANK JPMORGAN CHASE BANK JPMORGAN CHASE BANK VERIZON WIRELESS Payable Description Payment Amount LONG DISTANCE PHONE $1.20 CNG FUEL PURCH - FEB, 201 $9.58 LABOR/OVERHEAD - MARCH, 2 $153.00 FUELMAN EXPENSE - FEB, 20 $118.08 AMAZON- SUPPLIES $75,97 FULLERTON- SUPPLIES $120.00 HOME DEPOT - SUPPLIES $189.24 PK SAFETY- UNIFORM $90.61 QUARTERMASTER- UNIFORM $210.92 WATERSTONE- CLEANING $39.00 WIRELESS CONNECTION $80.02 GEN ANIMAL CONTROL -Total $1,087.62 CLEAN UNIFORM. COMPANY UNIFORM SERVICE $4,28 HOLLAND SUPPLY INC PRY BAR $331.00 JPMORGAN CHASE BANK HOME DEPOT - BUCKET $3.25 JPMORGAN CHASE BANK HOME DEPOT- STAKES $162.85 OWASSO TOP SOIL DIRT $135.00 VERDIGRIS VALLEY ELECTRIC COOP CEMETERY ELECTRIC $30.48 WINFIELD SOLUTIONS, LLC CHEMICALS $3,939.90 GEN CEMETERY -Total $4,606.76 BRITTANY FRISKE INSTRUCTOR $120.00 JPMORGAN CHASE BANK AMAZON - SUPPLIES $77,95 GEN COMM CTR DONATIONS -Total $197.95 AT &T LONG DISTANCE PHONE $2.41 JPMORGAN CHASE BANK DOLLAR TREE - SUPPLIES $10.00 JPMORGAN CHASE BANK LOWES -PARTS $69,87 JPMORGAN CHASE BANK LOWES- SUPPLIES $160.41 JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $37.47 JPMORGAN CHASE BANK QUIT BUGGIN -PEST CONT $95.00 JPMORGAN CHASE BANK SAMS -PAPER $32.98 ONEOK, INC OKLAHOMA NATURAL GAS NATURAL GAS USAGE $474.99 GEN COMMUNITY CENTER -Total $883.13 BLUE ENERGY FUELS, LLC CNG FUEL PURCH - FEB, 201 $64.78 CITY GARAGE LABORIOVERHEAD - MARCH, 2 $512.92 CITY GARAGE VEH PARTS PURCHASED - FEB $21.05 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $199.71 JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $35.87 JPMORGAN CHASE BANK SAMS- SUPPLIES $44.44 TREASURER PETTY CASH FILING FEE $13.00 TREASURER PETTY CASH INSPECTOR LICENSE FEE $105.00 TREASURER PETTY CASH PARKING FEE $4,00 1 Claims List - 3/20/2018 Fund Vendor Name Payable Description Payment Amount 01 GENERAL VERIZON WIRELESS WIRELESS CONNECTION $126.43 GEN COMMUNITY DEVELOPMENT -Total $1,127,20 JPMORGAN CHASE BANK AKETTERLING -VIDEO SVC $3,350.00 GEN ECON DEV GRANTS -Total $3,350.00 JPMORGAN CHASE BANK AMER PARKING LOT -PARK $7.00 JPMORGAN CHASE BANK CLIPART- SUBSCRIPTION $139.95 JPMORGAN CHASE BANK ICSC- ANNUAL DUES $100.00 JPMORGAN CHASE BANK IEDC - ANNUAL DUES $420.00 JPMORGAN CHASE BANK OEDC- ANNUAL DUES $300.00 JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $72.43 JPMORGAN CHASE BANK TRAVEL EXPENSE $14.44 JPMORGAN CHASE BANK TULSA CHAMBER -FEE $50.00 JPMORGAN CHASE BANK TULSA CHAMBER - REFUND ($50.00) VERIZON WIRELESS WIRELESS CONNECTION $29.65 GEN ECONOMIC DEV -Total COPIER SERVICES $1,083.47 JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $5.94 JPMORGAN CHASE BANK STANDLEY- COPIER SVC $3.80 VERDIGRIS VALLEY ELECTRIC COOP STORM SIREN ELECTRIC $93.91 VERIZON WIRELESS WIRELESS CONNECTION $29.65 GEN EMERG PREPAREDNESS -Total $133.30 CITY GARAGE LABOR /OVERHEAD - MARCH, 2 $438.25 CITY GARAGE VEH PARTS PURCHASED - FEB $6.50 CLEAN UNIFORM COMPANY UNIFORM SERVICE $13.07 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $279.24 JPMORGAN CHASE BANK ADMIRAL EXP- SUPPLIES $111.96 UNITED STATES CELLULAR PW CELL PHONES $36.52 CORPORATION VERIZON WIRELESS WIRELESS CONNECTION $69.66 GEN ENGINEERING -Total $955.20 CITY GARAGE LABOR /OVERHEAD - MARCH, 2 $76.75 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $40.28 JPMORGAN CHASE BANK AMER PARKING - PARKING $8.00 JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $2.44 JPMORGAN CHASE BANK SAMS- SUPPLIES $8.33 TREASURER PETTY CASH MILEAGE REIMB $14.82 GEN FINANCE -Total $150.62 AMERICANCHECKED, INC ATTN: BILLING SOLICITOR BACKGROUND $68.95 CHEC AT&T LONG DISTANCE PHONE $24.74 DRAKE SYSTEMS INC COPIER SERVICES $684.82 GRAND GATEWAY ECO. DEV. ASSC. PELIVAN TRANSIT $5,100.00 K Claims List - 3/20/2018 Fund Vendor Name Payable Description Payment Amount 01 GENERAL IMPERIAL LLC COFFEE SERVICE $56.90 JPMORGAN CHASE BANK ADMIRAL EXP- SUPPLIES $55.98 JPMORGAN CHASE BANK ADMIRAL EXPRESS -SUPPL $83.97 JPMORGAN CHASE BANK SAMSSUPPLIES $53.04 JPMORGAN CHASE BANK XCELERATE -EMP DEVELOP $1,030.00 NEWTON, O'CONNOR, TURNER & GENERAL $506.28 KETCHUM ONEOK, INC OKLAHOMA NATURAL GAS NATURAL GAS USAGE $1,134.01 RICOH USA, INC. COPIER SERVICE $138.82 GEN GENERAL GOVERNMENT -Total $8,937.51 ONEOK, INC OKLAHOMA NATURAL GAS NATURAL GAS USAGE $146.28 GEN HISTORICAL MUSEUM -Total $146.28 JPMORGAN CHASE BANK ADMIRAL EXP- SUPPLIES $201.30 GEN HR -CHAR INITIATIVE -Total $201.30 AMERICANCHECKED, INC ATTN: BILLING BACKGROUND CHECKS $262.00 COMMUNITYCARE EAP EMPLOYEE ASSISTANCE $248.00 JPMORGAN CHASE BANK CHARACTER - MAGAZINES $861.12 JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $21.00 GEN HUMAN RESOURCES -Total $1,392.12 CITY GARAGE LABOR /OVERHEAD - MARCH, 2 $81.92 VERIZON WIRELESS WIRELESS CONNECTION $149.68 GEN INFORMATION TECH -Total $231.60 CITY GARAGE LABORIOVERHEAD - MARCH, 2 $70.08 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $53.01 JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $4.46 JPMORGAN CHASE BANK PASTOR MEETING EXPENS $12.00 JPMORGAN CHASE BANK SAMS- SUPPLIES $25.88 GEN MANAGERIAL -Total $165.43 JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $2.44 JPMORGAN CHASE BANK SAMS - SUPPLIES $8,32 GEN MUNICIPAL COURT -Total $10.76 AT &T LONG DISTANCE PHONE $0.91 BLUE ENERGY FUELS, LLC CNG FUEL PURCH - FEB, 201 $71.17 CITY GARAGE LABORIOVERHEAD - MARCH, 2 $1,282.50 CITY GARAGE VEH PARTS PURCHASED - FEB $16.58 CITY OF OWASSO WATER $28.00 CLEAN UNIFORM COMPANY PARKS UNIFORMS $55.32 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE- FEB, 20 $431.21 JPMORGAN CHASE BANK CORNERSTONE - FASTENERS $1.66 JPMORGAN CHASE BANK CORNERSTONE -OIL $16.75 G Claims List - 3/20/2018 Fund Vendor Name Payable Description Payment Amount 01 GENERAL JPMORGAN CHASE BANK CORNERSTONE -PARTS $29.52 JPMORGAN CHASE BANK CORNERSTONE - SUPPLIES $19.34 JPMORGAN CHASE BANK CORNERSTONE -TOOLS $5.99 JPMORGAN CHASE BANK LIBERTY FLAGS -PARTS $166.00 JPMORGAN CHASE BANK LOWES -PAINT $49,98 JPMORGAN CHASE BANK SAMS- SUPPLIES $19.96 ONEOK, INC OKLAHOMA NATURAL GAS NATURAL GAS USAGE $209.11 RANDY G. MISER SERVICES $3,400.00 VERIZON WIRELESS WIRELESS CONNECTION $29.65 GEN PARKS -Total WIRELESS CONNECTION $5,833.65 JPMORGAN CHASE BANK AMAZON- REPAIR ITEMS $330.16 JPMORGAN CHASE BANK APCO INT'L- TRAINING $30.00 JPMORGAN CHASE BANK PROVANTAGE- SUPPLIES $149.48 JPMORGAN CHASE BANK WALMART- PRISON BOARD $61.46 JPMORGAN CHASE BANK WATERSTONE- CLEANING $67.35 GEN POLICE COMMUNICATIONS -Total $638.45 BLUE ENERGY FUELS, LLC CNG FUEL PURCH - FEB, 201 $259.50 CITY GARAGE LABOR/OVERHEAD - MARCH, 2 $2,338.58 CITY GARAGE VEH PARTS PURCHASED - FEB $1,236.00 CLEAN UNIFORM COMPANY UNIFORM SERVICE $27.68 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $485.04 JPMORGAN CHASE BANK ATWOODS- STRAPS $39.96 JPMORGAN CHASE BANK LOWES- SUPPLIES $9.98 JPMORGAN CHASE BANK P &K -HOOD LATCH $61.90 SPIRIT LANDSCAPE MANAGEMENT LLC MONTHLY LANDSCAPE $626.25 VERIZON WIRELESS WIRELESS CONNECTION $69.66 GEN STORMWATER -Total $5,154.55 BLUE ENERGY FUELS, LLC CNG FUEL PURCH - FEB, 201 $74.97 CITY GARAGE LABOR/OVERHEAD - MARCH, 2 $700.58 CLEAN UNIFORM COMPANY UNIFORM RENTAL FEES $39.52 JPMORGAN CHASE BANK LOCKE SUPPLY- FILTERS $19.80 JPMORGAN CHASE BANK LOCKE- REPAIRS $132.14 JPMORGAN CHASE BANK OFFICE DEPOT - REFUND ($5,99) JPMORGAN CHASE BANK OFFICE DEPOT - SUPPLIES $6.74 JPMORGAN CHASE BANK SAMS- SUPPLIES $196.52 JPMORGAN CHASE BANK VISION AIR SVC- REPAIR $215.00 JPMORGAN CHASE BANK WALMART- SUPPLIES $21.90 VERIZON WIRELESS WIRELESS CONNECTION $29.65 GEN SUPPORT SERVICES -Total $1,432.83 AEP /PSO STREETLIGHTS $7.59 TREASURER PETTY CASH OC REFUND -BIBLE CHURC $350.00 0 Claims List - 3/20/2018 Fund Vendor Name Payable Description Payment Amount 01 GENERAL GENERAL -Total $357.59 GENERAL -Total $38,077.32 20 AMBULANCE SERVICE CITY GARAGE LABORIOVERHEAD - MARCH, 2 $846.08 CITY GARAGE VEH PARTS PURCHASED - FEB $48.16 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $2,628.12 JPMORGAN CHASE BANK BOUND TREE - REFUND ($884.85) JPMORGAN CHASE BANK BOUND TREE - SUPPLIES $4,229.13 JPMORGAN CHASE BANK CAPITAL WASTE- DISPOSA $100.00 JPMORGAN CHASE BANK EXCELLANCE -PARTS $64.08 JPMORGAN CHASE BANK EXCELLANCE- REPAIR $524.75 JPMORGAN CHASE BANK FASTENAL- REPAIR $5.00 JPMORGAN CHASE BANK FULLTERTON - OXYGEN $25.50 JPMORGAN CHASE BANK HENRY SCHEIN- SUPPLIES $839.16 JPMORGAN CHASE BANK JMATHIS -CONF FEE $35.00 JPMORGAN CHASE BANK QUADMED- SUPPLIES $3,844.00 JPMORGAN CHASE BANK S ANESTHESIA- MEDICATI $457.15 JPMORGAN CHASE BANK S ANESTHESIA- SUPPLIES $328.99 JPMORGAN CHASE BANK SAFE KIDS - RECERT $200.00 JPMORGAN CHASE BANK STRYKER - BATTERIES $1,401.03 JPMORGAN CHASE BANK SUMMIT - REPAIR $4,220.18 VERIZON WIRELESS WIRELESS CONNECTION $29.65 AMBULANCE -Total $18,941.13 ANGELA WRATTEN AMBULANCE REFUND $50.00 BAD CHANG AMBULANCE REFUND $706.25 GLENDA MARBLE AMBULANCE REFUND $1,057.00 HENRYALLEN AMBULANCE REFUND $104.56 J PLUNKETT AMBULANCE REFUND $152.11 JENNIFER STEEVES AMBULANCE REFUND $25.00 JERRY JOHNSON AMBULANCE REFUND $1,151.00 LASLO SAG[ AMBULANCE REFUND $122.24 LEON WHITMORE AMBULANCE REFUND $17.23 LOIS BOYCE AMBULANCE REFUND $50.00 NATIONAL GOVERNMENT SERVICES AMBULANCE REFUND $76011 TREASURER PETTY CASH SR AMB REF -ROSE $20,40 TREASURER PETTY CASH SR AMB REF- VAUGHN $20.40 TREASURER PETTY CASH SR AMB REF- WILKERSON $20.40 UNITED HEALTHCARE AMBULANCE REFUND $71.66 VIRGINIA HUMPHREY AMBULANCE REFUND $150.00 AMBULANCE SERVICE -Total $4,478.36 AMBULANCE SERVICE -Total $23,419.49 21 E -911 AT &T T -1 CIRCUITS $835.11 5 Claims List - 3/20/2018 Fund Vendor Name Payable Description Payment Amount 21 E -911 COX COMMUNICATIONS T -1 CIRCUITS $233.95 E911 COMMUNICATIONS -Total $1,069.06 E -911 -Total $1,069.06 22 CEMETERY CARE JPMORGAN CHASE BANK CORE &MAIN- SUPPLIES $810.00 CEMETERY - CEMETERY -Total $810.00 CEMETERY CARE -Total $810.00 25 HOTEL TAX JPMORGAN CHASE BANK AMERICAN - AIRFARE $573.10 JPMORGAN CHASE BANK LODGING EXPENSE $333.07 JPMORGAN CHASE BANK PAPA JOHN'S #02608 -TR $38.12 JPMORGAN CHASE BANK TRAVEL EXPENSE $16.61 JPMORGAN CHASE BANK TULSA AIRPORT- PARKING $12.00 MARY P BOSCH RETAIL MARKET STUDY $3,600.00 HOTEL TAX ECON DEV • Total $4,572.90 CITY GARAGE LABOR/OVERHEAD - MARCH, 2 $67.08 JPMORGAN CHASE BANK SAV ON -CARDS $30.00 STRONG NEIGHBORHOODS -Total $97,08 HOTELTAX -Total $4,669.98 27 STORMWATER MANAGEMENT ANCHOR STONE COMPANY ROCK $670.41 CLEAN UNIFORM COMPANY UNIFORM SERVICE $20.59 JPMORGAN CHASE BANK CORE &MAIN -PIPE $1,272.60 JPMORGAN CHASE BANK HOME DEPOT - SUPPLIES $96.96 JPMORGAN CHASE BANK LOWES- MATERIAL $131.83 JPMORGAN CHASE BANK LOWES- SUPPLIES $27.82 MESHEK & ASSOCIATES, P.L.C. ENGINEERING SERVICES - $1,045.00 TWIN CITIES READY MIX, INC CONCRETE $2,417.75 UNITED STATES CELLULAR PW CELL PHONES $36.52 CORPORATION VERIZON WIRELESS WIRELESS CONNECTION $40.01 STORMWATER- STORMWATER -Total $5,759.49 STORMWATER MANAGEMENT -Total $5,759.49 31 AMBULANCE CAPITAL TREASURER PETTY CASH SR AMB REF -ROSE $3.60 TREASURER PETTY CASH SR AMB REF- VAUGHN $3.60 TREASURER PETTY CASH SR AMB REF- WILKERSON $3.60 AMBULANCE CAPITAL -Total $10.80 AMBULANCE CAPITAL -Total $10.80 34 VISION TAX DAVID C ROBERSON APPRAISAL SERVICES $1,500.00 GUY ENGINEERING SERVICES INC ENGINEERING SERVICES - E $19,712.17 VSN RECAP GARNETT TO 129 -Total $21,212,17 GARVER ENGINEERING SERVICES - 11 $12,478.00 Claims List - 3/20/2018 Fund Vendor Name Payable Description Payment Amount 34 VISION TAX VSN RECAP MINGO TO GARNET - Total $12,478.00 VISION TAX • Total $33,69017 37 SALES TAX FIRE AT &T LONG DISTANCE PHONE $5.43 CITY GARAGE LABORJOVERHEAD - MARCH, 2 $2,439.92 CITY GARAGE VEH PARTS PURCHASED - FEB $3,189.58 CITY OF OWASSO WATER $101.50 FIRST RESPONDER SUPPORT SERVICES BEHAVIORAL HEALTH SERVICE $887.40 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $2,111.95 JPMORGAN CHASE BANK AMAZON- EQUIPMENT $89.94 JPMORGAN CHASE BANK AMAZON -TOTES $274.30 JPMORGAN CHASE BANK BSHIFTER- RECERT $125.00 JPMORGAN CHASE BANK CC DIGITAL - SUPPLIES $158.00 JPMORGAN CHASE BANK CORNERSTONE -OIL $21.54 JPMORGAN CHASE BANK CORNERSTONE - SUPPLIES $1613 JPMORGAN CHASE BANK DRY CLEANING - CLEANING $45.50 JPMORGAN CHASE BANK DRY CLEANING- UNIFORM $14.95 JPMORGAN CHASE BANK FMAO - TRAINING $35.00 JPMORGAN CHASE BANK HOME DEPOT - SUPPLIES $13.98 JPMORGAN CHASE BANK IMAGENET- COPIER FEE $440.17 JPMORGAN CHASE BANK J QUINTON- REPAIR $125.00 JPMORGAN CHASE BANK LOCKE -PARTS $44.99 JPMORGAN CHASE BANK LODGING EXPENSE $11.28 JPMORGAN CHASE BANK LOWES -PPE $172.27 JPMORGAN CHASE BANK LOWES- REPAIR $28.56 JPMORGAN CHASE BANK LOWES- RETURN ($56.03) JPMORGAN CHASE BANK MAIL THIS - POSTAGE $123.50 JPMORGAN CHASE BANK NAFECO -PPE $677.00 JPMORGAN CHASE BANK NPI- EQUIPMENT $143.75 JPMORGAN CHASE BANK POLLARDWATER -TEST KIT $2,362.74 JPMORGAN CHASE BANK RAM MOUNTS - EQUIPMENT $274.70 JPMORGAN CHASE BANK SAMS - SUPPLIES $202.00 JPMORGAN CHASE BANK SPECIAL OPS- UNIFORMS $791.94 JPMORGAN CHASE BANK TOTAL RADIO- REPAIRS $164.00 JPMORGAN CHASE BANK TRAVELEXPENSE $83229 JPMORGAN CHASE BANK WS DARLEY -EQUIP $9.56 MARCIA K FOLLEY K9 INSURANCE $550.00 ONEOK, INC OKLAHOMA NATURAL GAS NATURAL GAS USAGE $1,248.88 VERIZON WIRELESS WIRELESS CONNECTION $828.56 SALES TAX FUND -FIRE -Total $18,505,28 SALES TAX FIRE - Total $18,505.28 38 SALES TAX POLICE AT &T LONG DISTANCE PHONE $24.75 7 Claims List - 3/20/2018 Fund Vendor Name Payable Description Payment Amount 38 SALES TAX POLICE CITY GARAGE LABORIOVERHEAD - MARCH, 2 $10,100.75 CITY GARAGE VEH PARTS PURCHASED - FEB $7,024.24 CITY OF OWASSO WATER $87.50 DRAKE SYSTEMS INC COPIER LEASE $475.91 FIRST RESPONDER SUPPORT SERVICES BEHAVIORAL HEALTH SERVICE $1,291.35 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $7,949.51 INTERNATIONAL PUBLIC MGMT ASSOCIATI ASSESSMENT CTR COSTS $9,264.82 JPMORGAN CHASE BANK ACADEMY - REFUND ($1.78) JPMORGAN CHASE BANK ACADEMY - SUPPLIES $21.77 JPMORGAN CHASE BANK AMAZON - SUPPLIES $200.46 JPMORGAN CHASE BANK AMERICAN WASTE- RENTAL $61.45 JPMORGAN CHASE BANK EMBLEM - UNIFORM $552.44 JPMORGAN CHASE BANK EQUIP ONE - RENTAL $165.00 JPMORGAN CHASE BANK FAM ANIMAL MED -K9 MED $321.83 JPMORGAN CHASE BANK FBI LEEDA- ANNUAL DUES $50.00 JPMORGAN CHASE BANK INTERSTATE- SUPPLIES $176.10 JPMORGAN CHASE BANK LAW ENFORCE - TRAINING $350.00 JPMORGAN CHASE BANK LODGING EXPENSE $454.25 JPMORGAN CHASE BANK LOWES- SUPPLIES $99.38 JPMORGAN CHASE BANK MAGNETICMIC -TOOLS $428.35 JPMORGAN CHASE BANK OFFICE DEPOT - REFUND ($5,99) JPMORGAN CHASE BANK OFFICE DEPOT- SUPPLIES $349.06 JPMORGAN CHASE BANK OREILLY- VEHICLE EQUIP $45.48 JPMORGAN CHASE BANK OWASSO EXPRESS -SVC $13.00 JPMORGAN CHASE BANK SAMS - SUPPLIES $147.62 JPMORGAN CHASE BANK SCOTTS- GROOMING SVC $30.00 JPMORGAN CHASE BANK SEW IT TAILOR- UNIFORM $58.00 JPMORGAN CHASE BANK SHREDDERS - SHREDDING $69.60 JPMORGAN CHASE BANK SOUTHERN AG- SUPPLIES $19.98 JPMORGAN CHASE BANK SPECIAL OPS- UNIFORM $185.99 JPMORGAN CHASE BANK THOMSON WEST -CLEAR AC $308.80 JPMORGAN CHASE BANK UPS - SHIPPING COSTS $53.38 JPMORGAN CHASE BANK USPS - POSTAGE $34.20 JPMORGAN CHASE BANK VISTAPRINT- SUPPLIES $29.37 JPMORGAN CHASE BANK WALMART - SUPPLIES $38.53 JPMORGAN CHASE BANK WATERSTONE- CLEANING $1,226.05 ONEOK, INC OKLAHOMA NATURAL GAS NATURAL GAS USAGE $561.63 TREASURER PETTY CASH POLICE ASSESSMENT $2,295.00 TREASURER PETTY CASH SWAT ENTRY FEE $100.00 VERIZON WIRELESS WIRELESS CONNECTION $847.71 SALES TAX FUND-POLICE -Total $45,505.49 E:3 Claims List - 3/20/2018 Fund Vendor Name Payable Description Payment Amount 38 SALES TAX POLICE -Total $45,505.49 39 SALES TAX STREETS AEP /PSO STREET LIGHTS $6,750.50 AMERICAN ELECTRIC POWER MAIN STREET LIGHTING $1,000.00 AMERICAN ELECTRIC POWER SILVER CREEK LIGHTING $513.00 BLUE ENERGY FUELS, LLC CNG FUEL PURCH - FEB, 201 $251.12 CITY GARAGE LABOR/OVERHEAD - MARCH, 2 $1,658.50 CITY GARAGE VEH PARTS PURCHASED - FEB $255.35 CLEAN UNIFORM COMPANY UNIFORM SERVICE $105.37 DUNHAM'S ASPHALT SERVICES, INC. COLD MIX $309.60 FLEETCOR TECHNOLOGIES FUELMAN EXPENSE - FEB, 20 $1,404.31 JPMORGAN CHASE BANK FIRST LIGHT -BULBS $528.10 JPMORGAN CHASE BANK HOME DEPOT - SUPPLIES $70.49 JPMORGAN CHASE BANK LOCKE SUPPLY- RETURN ($450.13) JPMORGAN CHASE BANK LOWES -HEAT GUN $39.97 JPMORGAN CHASE BANK LOWES - MATERIAL $15.16 JPMORGAN CHASE BANK LOWES- REPAIR $22.72 JPMORGAN CHASE BANK LOWES- SUPPLIES $18.96 JPMORGAN CHASE BANK PMSI -COLD PATCH $510.00 JPMORGAN CHASE BANK TULSA AUTO - SERVICE $85.00 JPMORGAN CHASE BANK TULSA CLEANING - RENTAL $250.00 JPMORGAN CHASE BANK WELDON- SUPPLIES $84.13 SIGNALTEK INC INSTALLATION $803.75 TWIN CITIES READY MIX, INC CONCRETE $319.50 VERDIGRIS VALLEY ELECTRIC COOP CHAMPION STREET LIGHT $76.79 VERDIGRIS VALLEY ELECTRIC COOP SECURITY LIGHT $6.26 VERIZON WIRELESS WIRELESS CONNECTION $80.02 WELSCO, INC. RENTAL $11.16 SALES TAX FUND- STREETS -Total $14,719.63 SALES TAX STREETS -Total $14,719.63 40 CAPITAL IMPROVEMENTS DOERNER, SAUNDERS, DANIEL & CONDEMNATION $679.50 CI - E 76TH ST WIDENING -Total $679.50 DEWBERRY ENGINEERS, INC ENGINEERING SERVICES - GA $1,982.50 JPMORGAN CHASE BANK QUIK SERVICES - MATERIA $91.00 CI - GARN WID 96TH -106TH -Total $2,073.50 LEMKE LAND SURVEYING SURVEY SERVICES $4,700.00 CIP 761MAIN INTERSECT IMP -Total $4,700.00 TIMBERLAKE CONSTRUCTION CO CONSTRUCTION SERVICES $773,210.22 CIP FIRE STATION #4 -Total $773,210.22 JPMORGAN CHASE BANK MEEKS -VEH STRIPING $6,000.00 JPMORGAN CHASE BANK TINT SHOP -VEH TINTING $2,775.00 D" Fund Claims List - 3120/2018 Vendor Name Payable Description Payment Amount 40 CAPITAL IMPROVEMENTS CIP POLICE VEHICLES -Total $8,775.00 GRADE LINE CONSTRUCTION CONSTRUCTION SERVICES - N $121,200.00 SRVC RD 106.116 /135TH -Total $121,200.00 CAPITAL IMPROVEMENTS -Total $910,638.22 70 CITY GARAGE AT &T LONG DISTANCE PHONE $0.93 CLEAN UNIFORM COMPANY UNIFORM RENTAL FEES $132.96 JPMORGAN CHASE BANK AMERIFLEX -PARTS $520.80 JPMORGAN CHASE BANK BEST CHOICE- REPAIRS $625.00 JPMORGAN CHASE BANK BRUCKNER TRUCK- EQUIPM $512.56 JPMORGAN CHASE BANK BUMP2BUMP -PART RESALE $293.64 JPMORGAN CHASE BANK BUMP2BUMP -PARTS RESAL $573.00 JPMORGAN CHASE BANK BUMP2BUMP- RETURN ($175.76) JPMORGAN CHASE BANK LENOX- TOWING $654.00 JPMORGAN CHASE BANK LOCKE- FIXTURES $945.11 JPMORGAN CHASE BANK LOCKE- REPAIRS $38.38 JPMORGAN CHASE BANK MSC -LATCH $16.46 JPMORGAN CHASE BANK ROUTE 66 CHEV -PARTS $640.39 JPMORGAN CHASE BANK SUMMIY- REPAIRS $1,348.61 JPMORGAN CHASE BANK SW TRAILERS -PARTS $81.71 JPMORGAN CHASE BANK TULSA CLEANING -SOAP $235.00 JPMORGAN CHASE BANK UNITED FORD- BRACKET $184.46 JPMORGAN CHASE BANK UNITED FORD -PARTS $567.72 JPMORGAN CHASE BANK YELLOWHOUSE -PARTS $638.42 ONEOK, INC OKLAHOMA NATURAL GAS NATURAL GAS USAGE $525.39 CITY GARAGE -Total $8,358.78 CITY GARAGE -Total $8,358.78 76 WORKERS' COMP SELF -INS CITY OF OWASSO IMPREST ACCOUNT WORKERS COMP CLAIMS $4,427.62 UNITED SAFETY & CLAIMS INC UNITED SAFETY CLAIMS $1,658.33 WORKERS' COMP SELF -INS -Total $6,085.95 WORKERS' COMP SELF -INS -Total $6,085.95 77 GENERAL LIABILITY- PROPERT NEWTON, O'CONNOR, TURNER & CODY MATHEWS $2,083.75 KETCHUM NEWTON, O'CONNOR, TURNER & MIKE DENTON KETCHUM $4,524.88 GEN LIAB -PROP SELF INS -Total $6,608.63 GENERAL LIABILITY - PROPERT - Total $6,608.63 City Grand Total $1,117,928.29 10 RFAL PoDDIa • REAL Charatlar REAL Conununiry TO: The Honorable Mayor and City Council City of Owasso FROM: Linda Jones, Finance Director SUBJECT: Budget Amendment - General Fund DATE: March 16, 2018 BACKGROUND: On August 24, 2016, the City was notified that $55,114 had been awarded by INCOG to fund two trucks as part of the Congestion Mitigation and Air Quality (CMAQ) Grant Program. On February 6, 2018, Council approved a General fund budget amendment in the amount of $27,557 for the purchase of the first vehicle. In order to receive and expend the remaining funds from the CMAQ Grant, a second budget amendment is being requested. Because the second vehicle will be utilized in the OPWA, the funds for the second vehicle will be receipted in the General fund (as required by the grant) and then transferred to the OPWA fund. RECOMMENDATION: Staff recommends approval of a budget amendment in the General Fund, increasing the estimated revenues and the appropriation for expenditures by $27,557 for the purpose of receiving and transferring the grant funds to the OPWA where the vehicle is intended to be purchased. REA. P ....• REA. 0C READ Pommuniry TO: The Honorable Mayor and Council Owasso City Council FROM: David Hurst Fire Chief SUBJECT: Declaration of Surplus - Vehicle Parts DATE: March 16, 2018 PROPOSED ACTION: Staff is requesting City Council consideration and action to declare various vehicle parts from an F -350 crew cab truck as surplus to the needs of the City and make them available for disposal via auction. BACKGROUND: On October 13, 2017, City Council approved the purchase of a new F -350 crew cab truck and the wildland fire suppression elements for the primary wildland response apparatus (Squad - 4) for Fire Station #4. The basic vehicle is a commercially produced heavy -duty truck which is then modified to fit the needs of wildland emergency response. The modifications include steel bumpers with brush guards to prevent vehicle damage, large contact area aggressive tread tires, low maintenance lightweight wheels, and a winch that matches the vehicle's fully loaded weight. With these modifications, the factory installed vehicle parts are no longer needed. Section 7-111 of the Owasso Code of Ordinances allows for the disposal of obsolete or surplus equipment, valued at more than $500, and sets the process by which such surplus can be sold. Upon declaration by the City Council, the City Manager may dispose of the equipment via auction. RECOMMENDATION: Staff recommends declaring the various factory installed F -350 vehicle parts as surplus to the needs of the City and made available for disposal via auction. 0R1z111..1'.-RS11C1amolor •REAL Community TO: Honorable Mayor and City Council Use City of Owasso FROM: Bronce L. Stephenson, MPA OPUD 05 -02A / RS -3 (Residential Single - Family High Density) Director of Community Development SUBJECT: Final Plat— Morrow Elementary School DATE: March 16, 2018 BACKGROUND: The Community Development Department received an application for review and approval of a Final Plat for Morrow Elementary School. The subject property is approximately 16.98 acres in size and is centrally located within the Morrow Place PUD (OPUD 05 -02A) that encompasses a large area of land east of N 129 E Ave, reaching from E 1 16 St N to E 126 St N. SURROUNDING LAND USE: Direction Zoning 'i Use Land Use Plan Jurisdiction North OPUD 05 -02A / RS -3 (Residential Single - Family High Density) Undeveloped Residential City of Owasso South OPUD 05 -02A / RS -3 (Residential Single - Family High Density) Undeveloped Residential City of Owasso East AG (Agriculture) Residential Residential Tulsa County West OPUD 05 -02A / RS -3 (Residential Single - Family High Density) Residential Residential City of Owasso SUBJECT PROPERTY /PROJECT DATA: Property Size l 16.98 acres +/- Current Zoning, AG (Agriculture) / OPUD 05 -02A Proposed Use School Lots /Blocks 1 Lot, 1 Block Land Use Plan Public /Institutional Within PUD? Yes (OPUD 05 -02A) Within Overlay District ?' !' Yes (US -169 Overlay District) Water Provider Washington County Rural Water District #3 Applicable Paybacks Ranch Creek Sewer Service Assessment Area ($610.33 per acre) Garrett Creek - Morrow Place Sewer Assessment Area (undetermined) ANALYSIS: The Final Plat for Morrow Elementary School proposes one (1) lot in one (1) block on property that is currently zoned AG (Agriculture) under OPUD 05 -02A. According to the PUD document, the subject property is called "Development Area E" and is called out for use as a public school. The Plat shows three (3) points of access on N 132 E Ave: one (1) forty (40) foot access point and two (2) sixty (60) foot access points. Perimeter and interior utility easements are provided, as per the Owasso Subdivision Regulations, which would allow utility providers adequate access to provide and maintain service to the proposed development. The City of Owasso will provide Police, Fire, EMS and sanitary sewer service, with water service provided by Washington County Rural Water District #3. Future development on this lot shall adhere to all Subdivision, Zoning, and Engineering requirements of the City of Owasso. The property lies within the US -169 Overlay District, and any Site Plan submitted for the property shall adhere to the requirements of said Overlay District. The project will also be subject to any required sanitary sewer assessment area fees and the storm siren fee. PLANNING COMMISSION: The Planning Commission considered this item at their regular scheduled meeting March 12, 2018, voting 5 -0 to recommend approval. RECOMMENDATION: Staff recommends approval of the Final Plat for Morrow Elementary School. ATTACHMENTS: Aerial Map Final Plat for Morrow Elementary School Morrow Elementary Pinal Plm A Subdivision in the NWA of Section 4, T -21 -N, R -14E, of the Indian Base & Meridian, City of Owasso, Tulsa County, Stale of Oklahoma, i � san r -eo• \\�—_ _____________________ mnxns+mutn _ 4^51,p North 132nd s w .'s...a.w. I/ p i Morrow •. Plain s. ¢¢ 6s1 ! 9 app �Pb Zoned "AO" Ea.rvO.uonooe ..: Lot 1. ¢ J .+ ......n , Block 1 ss s . wc. -- .= a -..:.:,sa— N-------------- ------ 4 p mimaoii N r,wss'ze F- ' - -�� -- a..�nvaa5'�:.a Morrow + ,... v _ c — — Place S s E xr.l,wr p°'[w,c sarsea.a. T, . i. I 1 � C i F w 44 ,m� ne..ar smn ❑ �nll'e i _________inn _,__ __ OW�F SS©C-FPi`i'A�BTS- __________�- ______________ n-------------------- ____________qNygSg..... qg________ gziez - w.a.ormuawo L - - - -- Not Planed -•- --- -- ---_ ni Not Platted 47 xi s rvp Not PI red Shirley & Richard Henry Bobby &Paula Cole Parcel #91404-14 -17410 Morrow Investment Capital, LLC Parcel # 91404 -14- 0418010 Book 6324 Page 7144 Parcel # 9140414- 0434710 U Document q 2009080408 Document # 2016077515 O � O O� aamurz +e ee or m^ -m ® Mormw Ekmemary rum, wu p :ut rw mau ' ,o s w�pz a na ,00 -p.. nam u.. SB[Ef 1 OF 2 DEED OF DEDICATION AND RESTRICTIVE COVENANTS Mz ou..x euvnm M..n.w wrwa xum ,aww. �. n�•a..... i SH Mort [1'2OP2 EEl SH0F2 rnrv.� REALPeople•REAA", 5 REALCommoMly TO: Honorable Mayor and City Council City of Owasso FROM: Bronce L. Stephenson, MPA Director of Community Development SUBJECT: OPUD 18 -01 & OZ 18 -01 - McKnight Farm at Preston Lakes Ordinance 1126 DATE: March 16, 2018 BACKGROUND: The Community Development Department received a Planned Unit Development (PUD) application (OPUD 18 -01) for McKnight Farm at Preston Lakes, a proposed residential subdivision development. The subject property is located on the northwest corner of E 86 St N and N 161 E Ave. On February 20, 2018, City Council approved Ordinance 1125 to annex the subject property into the City Limits of Owasso. The property is approximately 45.93 acres in size and is currently zoned AG (Agriculture). A rezoning request (OZ 18 -01) was filed concurrently with this PUD application requesting that a zoning of RS -3 (Residential Single - Family High Density) be applied to the property. SURROUNDING LAND USE: Direction Zoning Use Land Use Plan Jurisdiction 1 North PUD 15 / RS -3 (Residential Undeveloped Parks /Recreation City of Land Use Plan Single - Family High Density) Number of Reserve Areas 3 Reserve Areas Open Space, Pool /Clubhouse Area, Dog Park Owasso South RS -40 (Residential Single- Power Station & Public /Institutional Rogers Water Provider Family Low Medium Density) Undeveloped & Transitional County East RS -40 (Residential Single- Residential Commercial & Rogers Family Low Medium Density) Residential County West PUD 15 / RS -3 (Residential Park & Parks /Recreation City of Single - Family High Density) Residential & Residential Owasso SUBJECT PROPERTY /PROJECT DATA: Property Size ' 45.93 acres +/- Current Zoning AG (Agriculture) Proposed Use Residential Proposed Zoning RS -3 Residential Single-Family High Density Lots /Blocks ` 125 Lots / 6 Blocks (120 lots shown on Conceptual Site Plan Land Use Plan Residential /Transitional /Commercial Number of Reserve Areas 3 Reserve Areas Open Space, Pool /Clubhouse Area, Dog Park Gross Dwelling Units /Acre 2.72 DU /Acre Within PUD? N/A (OPUD 18 -01 is proposed Within Overlay District? No Water Provider Rogers County Rural Water District #3 Applicable Paybacks /Fees Storm Siren Fee ($50.00 per acre) Elm Creek Sanitary Sewer Relief Area $1,338.58 per acre) Streets (Public or Private) I Public CONCEPT OF A PUD: A Planned Unit Development, also known as a PUD, is a development concept that allows for greater creativity and flexibility than typically allowed under traditional zoning and planning practices. For example, PUDs often allow developers to place different zonings and land uses in close proximity to each other. Developers may also have more flexibility in certain aspects of development, such as building setback requirements and building height limitations, which can be more restrictive in standard zoning districts. However, a PUD should not be considered as a tool to circumvent the City's Zoning Code and Subdivision Regulations. All aspects of the PUD application are subject to public comment as well as consideration and approval from the Community Development Department, the Owasso Technical Advisory Committee, the Owasso Planning Commission, and the Owasso City Council. PUD applications presented to the Planning Commission and City Council are for approval of the uses and the overall conceptual development plan as it relates to the context of the surrounding area. ANALYSIS: The subject property was annexed with Ordinance 1 125 in February 2018, and it is currently zoned AG (Agriculture). A rezoning request has been submitted concurrently with this PUD application, and the applicant is seeking a zoning of RS -3 (Residential Single - Family High Density). The PUD for McKnight Farm at Preston Lakes proposes a maximum of 125 lots in 6 blocks. The Conceptual Site Plan for the development depicts 120 lots in 6 blocks. This difference of 5 lots gives the developer a moderate amount of flexibility, as complications may arise in the platting phase that require the developer to make minor changes to the Conceptual Site Plan. Centennial Park and an existing creek abut the property to the north and to the west, and there is considerable floodplain present in this area. Park Place at Preston Lakes, a residential subdivision that abuts the property to the southwest, is zoned RS -3. To the east and the south, the subject property is predominantly surrounded by land that remains under Rogers County jurisdiction and is primarily large -lot residential zoning. The proposed lots would range in size from 55'x125' to 60'x125', which are smaller than the standards for RS -3 districts stated in the Owasso Zoning Code. The PUD requests these smaller lot sizes due to the significant amount of floodplain on the subject property that makes development difficult. The floodplain on the subject property makes this project a good candidate for a PUD, as one of the purposes of a PUD is to provide developers flexibility when contending with difficult physical characteristics of a piece of land. Of the 120 lots proposed on the Conceptual Site Plan, 31 are 55' lots and 89 are 60' lots. Using the maximum of 125 dwelling units (DU) that are proposed for the development, the maximum gross density of the project is 2.72 DU /Acre. This falls below the threshold for residential PUD developments of 5 DU /Acre. Three access points are proposed for the site. Two access points would be located on N 161 E Ave, and one would be located on E 86 St N. All streets in the development would be designated as public and therefore the responsibility of the City to maintain. Several types of amenities are proposed for the development, and staff has determined the proposed amenities meet the requirements set out in the Zoning Code. The various amenities displayed on the Conceptual Site Plan include a swimming pool, a clubhouse, a playground, a dog park, a pedestrian trail system that connects to the existing trail in Centennial Park, and a nature preserve that predominantly falls in the 100 -year floodplain and would remain as open space. The PUD document mandates that a Homeowners' Association shall be established to maintain all reserve and amenity areas, including the landscaped entryways and the fencing and landscaping along E 86 St N and N 161 E Ave. The City of Owasso would provide sanitary sewer, Fire, Police, and EMS to the property. Water service would be provided to the property by Rogers County Rural Water District #3. Any future development that occurs on the subject property must adhere to all Owasso subdivision, zoning, and engineering requirements. HARMONY WITH THE EXISTING AND EXPECTED DEVELOPMENT: Staff believes that utilizing the entirety of the subject property for a residential land use is appropriate given the surrounding conditions. Currently, the subject property is predominantly surrounded by residential land uses, as well as a park /open space area. A commercial use (mini- storage) is located on the opposite corner of the intersection at E 86 St N and N 161 E Ave, but there is no other commercial activity in the immediate area. The nearest commercial activity (aside from the existing mini - storage facility) is the gas station on the corner of E 86 St N and N 145 E Ave, almost one mile away. Traffic counts near the subject property are low, reducing the potential for commercial development in the area. Further reducing the commercial viability of the property is its remoteness from US -169 and other major commercial corridors in Owasso. The only other likely future commercial activity that could be seen at this arterial intersection is another mini - storage facility, a church, or a service station. GrOWASSO 2030 LAND USE MASTER PLAN CONSISTENCY: The GrOwasso 2030 Land Use Master Plan is a document that acts as a moderately flexible tool for evaluating development proposals. Currently it identifies the majority of the subject property for residential land uses. The Land Use Master Plan also designates the northwest hard corner of E 86 St N and N 161 E Ave for commercial uses, and a section of the property directly north of the hard corner is called out for transitional land uses. For the southern portion of the subject property, a residential land use would be a reduction in the intensity of use allowed by the Land Use Master Plan. However, a reduction in the intensity of land use is allowed without an amendment to the Land Use Master Plan, as the Plan recommends the highest allowed intensity for any given location. PLANNING COMMISSION & COUNCIL CONSIDERATION: When evaluating a PUD, future planning issues must be considered. According to the Owasso Zoning Code, the Planning Commission and City Council shall hold a public hearing on any PUD application and determine the following: 1. Whether the PUD is consistent with the GrOwasso 2030 Land Use Master Plan. 2. Whether the PUD is in harmony with the existing and expected development of surrounding areas. 3. Whether the PUD is a unified treatment of the development possibilities of the project site. 4. Whether the PUD is consistent with the stated purpose and standards of the PUD Ordinance, which are: a. To permit innovative land development while maintaining appropriate limitation on the character and intensity of use assuring compatibility with adjoining and proximate properties; b. To permit flexibility within the development to best utilize the unique physical features of the particular site; c. To provide and preserve meaningful open space; and d. To achieve a continuity of function and design within the development. PLANNING COMMISSION: The Planning Commission considered this item at their regular scheduled meeting March 12, 2018, voting 5 -0 to recommend approval. RECOMMENDATION: Staff recommends approval of Ordinance 1126. ATTACHMENTS: Ordinance 1126 Zoning Map GrOwasso 2030 Land Use Master Plan Map McKnight Farm at Preston Lakes PUD Proposal CITY OF OWASSO, OKLAHOMA ORDINANCE 1126 AN ORDINANCE APPROVING A PLANNED UNIT DEVELOPMENT AS REFERENCED IN APPLICATION OPUD 18 -01 AND ZONING APPLICATION OZ 18 -01 AND REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT WHEREAS, public hearings have been held regarding the request for rezoning and planned unit development of the property described below; and, WHEREAS, the Owasso City Council has considered the recommendation of the Owasso Planning Commission and all statements for or against the requested planned unit development application OPUD 18 -01 and rezoning application OZ 18 -01. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, THAT TO WIT: SECTION 1. A tract of land described as follows: A tract of land located in the E/2 of the E/2 of the E/2 of Section 22, T -21 -N, R -14 -E of the Indian Meridian, Rogers County, State of Oklahoma, according to the Official U.S. Government Survey thereof, being more particularly described as follows: Beginning at the southeast corner of Section 22, T -21 -N, R -14 -E of the Indian Meridian, Rogers County, State of Oklahoma, according to the Official U.S. Government Survey thereof; Thence S 89 °55'45" W a distance of 661.55 feet along the south line of the SE /4 of said Section 22 to the southwest corner of the E/2 of the E/2 of the SE /4 of said Section 22 and the southeast corner of "Park Place at Preston Lakes ", a subdivision in the City of Owasso, Rogers County, State of Oklahoma, according to the official recorded plat thereof, recorded in Book 2379, Page 853 and filed in the records of the Rogers County Clerk's Office; Thence N 00 °12'28" W a distance of 2642.79 feet along the west line of the E/2 of the E/2 of the SE /4 of said Section 22 to the northwest corner of the E/2 of the E/2 of the SE /4 of said Section 22; Thence N 89 °59'18" E a distance of 46.49 feet along the north line of the E/2 of the E/2 of the SE /4 of said Section 22; Thence N 09 °12'13" E a distance of 98.79 feet; Thence N 06025'24'W a distance of 74.75 feet; Thence N 19 °45'53" W a distance of 86.32 feet; Thence N 12 03714" E a distance of 78.27 feet; Thence N 51 °59'35" E a distance of 69.21 feet; Thence S 75 °49'37" E a distance of 107.26 feet; Thence N 85 °17'50" E a distance of 119.35 feet; Thence N 55 °27'00" E a distance of 172.73 feet; Thence N 75014'59'E a distance of 152.03 feet to a point that is 50 feet west of, as measured perpendicularly from, the east line of the NE /4 of said Section 22; Thence N 00013'42'W a distance of 98.64 feet and parallel with the east line of the NE /4 of said Section 22 to a point on a non - tangent curve to the right on the south line of "Preston Lakes III" a subdivision in the City of Owasso, Rogers County, State of Oklahoma, according to the official recorded plat thereof, recorded in Book 1649, Page 375 and filed in the records of the Rogers County Clerk's Office; Thence along a non - tangent curve to the right with a central angle of 11104'56", a radius of 260.00 feet, an arc length of 50.29 feet, a chord bearing of N 84 130'36" E and a chord length of 50.21 feet to a subdivision corner of said "Preston Lakes III ", said point being on the east line of the NE /4 of said Section 22; Thence S 00 °13'42" E a distance of 595.54 feet along the east line of the NE /4 of said Section 22 to the east quarter corner of said Section 22; Thence S 00 °13'45" E a distance of 2642.11 feet along the east line of the SE /4 of said Section 22 to the "Point of Beginning ". Said tract contains 2,000,567 square feet or 45.9267 acres. The non - astronomic bearings for said tract are based on an assumed bearing of S 89 °55'45" W along the south line of the SE /4 of Section 22, T -21 -N, R -14 -E of the Indian Meridian, Rogers County, State of Oklahoma, according to the Official U.S. Government Survey thereof. The same is hereby zoned from AG (Agriculture) to RS -3 (Residential Single - Family High Density) with a PUD Overlay (OPUD 18 -01). The Site Development Plan and Statement of Intent shall be followed for any development of the described property. SECTION 2. All ordinances or parts of ordinances, in conflict with this ordinance are hereby repealed to the extent of the conflict only. SECTION 3. If any part or parts of this ordinance are deemed unconstitutional, invalid or ineffective, the remaining portion shall not be affected but shall remain in full force and effect. SECTION 4. The provisions of this ordinance shall become effective thirty (30) days from the date of final passage as provided by state law. SECTION 5. That there be filed in the office of the County Clerk of Rogers County, Oklahoma, a true and correct copy of this Ordinance and correct map. PASSED AND APPROVED this 20th day of March, 2018 Lyndell Dunn, Mayor Attest: Sherry Bishop, City Clerk (SEAL) APPROVED AS TO FORM: Julie Lombardi, City Attorney Page 2 of 2—Ordinance 1126 GrOwasso 2030 Land Use Master Plan OPUD 18 -01 /OZ 18 -01 McKnight Farm at Preston Lakes LEGEND Land use categories Commercial - Industrial/Regional Employment Neighborhood Mixed Use (Light Office, j Commercial Shopping, Attached Housing, .... _ -. SF Housing, Apartments above retail) ParkslRecreatan - PubliUlnstitutionaUOuasi Public Residential (Single family detached housing) Transitional (Attached housing, duplexes, offices) M US-169 Oveday District ® -Glenn.MurAddi6on Special District ® "Downtown Development District 1 100yr Floodplain Planned Trail/On-Street Bikeroutel Complete Street Existing frail 1 Fire Station Existing Public School Future Public School .} civilian Airstrip Future Pads and Ride/Transit Stop © Hospital Q Public Park v Golf Course ttt Cemetery NNER d a W r �O r r� Subject Property E 86th St N rI §—w=M� Current Zoning OPUD 18 -01 /OZ 18 -01 McKnight Farm at Preston Lakes I� -- -East 91st st -N RS-3 - -- 6 AG A Stitch of Art _z RS -6 st97StSt- RS -20'me Septic RS -40 E`.it.th S! N AR =<.J: ee Farm and o� 1 3::cic:- ping Supplies -- "' RS -60 +{ :,wio;is I'Of.1 @S ' mark --�- -- ft�� kes F n T. qR t F t C -2 Trails E -Mini- Storage _ East f.. S; !p RS -10 ' RS -40 C -4 s. N G o St N .�dSt Rot \ St- O Z Location Map R4&E Total Project Area eq]rcnxemaarxwq 41.51 Acres (Net) Maximum p of Lois _ gg 120 - 60' Lou Q 39 - 55' Lots t 31 Project Density (Max.) NiX81REET 1.09M 55' -60' x 120' Se tlpn 22 9.32 Acres (Gr- 20.3%) flppem Caunly (Net -22 .5 ° / >) Ca.e3 Acres W. ;.�IData Summary: Total Project Area 45.93 Acres (Gross) 41.51 Acres (Net) Maximum p of Lois 125 Total 4 of Lots Shawn 120 - 60' Lou Q 39 - 55' Lots t 31 Project Density (Max.) 2.72 DUs/Acre (Gross) Average Lot Size 55' -60' x 120' Open Space 9.32 Acres (Gr- 20.3%) (Net -22 .5 ° / >) Line Table W. Sea1M gtl�me M. dsln6 pblmm Lt NW58'1L'E q &qP L6 ] N1TST1g4 i9TT54 ]aRT . ' %%& 12 Np9.12' 1 ]E ,9]Y ]5 ' 8 N29W >qA E 160088] . A RIU -4 OW ]B&S Curve Table LLb B NNSC5]O61.•51g]]BM N , ' Neee 9M1 CxvDe C1 19<5' r 0. &u9 W1' EXHIBIT 'A' McKnight Farm at Preston Lakes Conceptuap�l, Site Plan 0 R+I NNTO SCVe G: \10-000 \PUO \IB -003 Ex'A'- Conceptual Site PlanAVp. 3I0 &2013 -11:99 AM z u Location Map q-14a usvememBBTwmx 41.51 Acres (Net) Development Area *N 45 DevelopmenUvea'B' 1.23 Acres (Not) Development Area'C ti4 Development Area'D' 6.49 Acres (Net) slaEai WnM Sa .22 goners COUnry as.v,kra: Data Summary: .... 'i Total Project Area 45.93 Acres (Gross) 41.51 Acres (Net) Development Area *N 32.19 Acres (Net) DevelopmenUvea'B' 1.23 Acres (Not) Development Area'C 1.69 Acres (Net) Development Area'D' 6.49 Acres (Net) t NOT16 16/st East Avenue L;Ecjl -.Ikm McKnight Farm at Preston Lakes Development Area Plan 0 �I NM TO Swe rep -1 O h b ro b 4t e ?I B4]wkPUD%1& 003 EX.,- Development Area PWn.4rve. 2/052018 -1135 AN O Location Map P -WE Total Project Area FASrY1n91nEYT N>IIM L1 41.51 Acres (Nei) Maximum # of Lols 125 Total N of Lots Shawn 120 - 60'Lots 0 �� - 55' Lots Q 31 ge Y 2.72 DUslACre (Gross) Average Lot Size 55' -60' x 120' senlon 02 9.32 Ames (Gr• 20.3%) PogYn aoulry (Net - 225%) 4s.ee A T N ;Data Summary: aMry Total Project Area 45.93 Acres (Gross) L1 41.51 Acres (Nei) Maximum # of Lols 125 Total N of Lots Shawn 120 - 60'Lots 0 69 - 55' Lots Q 31 Project Density (Max.) 2.72 DUslACre (Gross) Average Lot Size 55' -60' x 120' Open Space 9.32 Ames (Gr• 20.3%) (Net - 225%) NY. aMry Wurce NY. BoeNp dNUre L1 N00'W'IB£ <ei0' L5 NiY0T1<£ J02T 12 NW9Y10£ 90]0' N51SY05£ W NWE= M21' U L1 5109]£ 10]28' III NW INN W.", IA N10YSS1W 06.]T sw Curve Table w. Mh cl 11W50 North EXHIBIT'C' McKnight Farm at Preston Lakes Amenitiryesp Plan 0 'CSI NNTPSwIo L PaWZM `-� I� OIaM�a®n i g sw,mrvxl., - J I Dm roe c I FP�IY 1�•\ - . - I ® ' PN_I nr PmPo MIN00Y �'1 \ i y y v m d i nYW PUUI ACWeB 0 Prk 0, fi p - ry115Cr1 - Etlel 0 � /�/ 1 S)•Slelll Pmtl i / 1'n�t�l I lk.'lll PoM F+I—I Trei 6ynum Cemcnnial Mme f P r6 PPU li Park � / p �i1 P0 e•lal I I. 2.r.q PR. n-. it rep G: \le- IIaNUD \18-0N Ex.'C- AmonMes Pbn.Enp.3le?/2018 -11:51 AM rep Clubhouse Elevation Swimming Pool and Clubhouse Site Plan EXHIBIT'D' McKnight Farm at Preston Lakes Pool and Clubhouse Site Plan and Elevation Nm T. S.I. II O U Location Map F14 -E ucrxmsmrsrwanl I Ed— Iyy 1 N G.\13A031PU0110.003 Ex:C' -P Ian0 Clubb w Plan a n0 ElavaWn.ftg, WW2018 -11:51 AM i U Location Map a -1bE aasramraeaT aadion 22 LEM County 0.5.. Aaa Data Summary: TWW Project Area 11.08 Acres ®®13 ❑ nidgefnes OOOa Dralnageways EXHIBIT'E' McKnight Farm at Preston Lakes Existing Conditioins Plan xoITO SeW. rep a11a-0U3IPDD 18UO3 Ex.'E'- EAArR Coal ion. Phn.Mag, 2052018 -11:5) AM rep EXHIBIT'F McKnight Farm at Preston Lakes Surrounding Zoning and Land Use Plan II 0 Location Map a -14 -E T f' 6 lemon 33 Rogers Gaunt' 45.03AOrw Gd13-0031PUGU& M Eti F'- Sunoundin0 Zoning and Land We Phn.LwO, &052013 -11:43 AN 1Is13r:11111 McKnjgh t Farm at Preston Lakes Owasso, Oklahoma TuIsa Engineering & r1anning Associates 9820E-ast+15'5treet, cjt. 102 tep Tulsa, Oklahoma 74146 918252.9621 Fax918.250.4566 Revised 3/2/2018 FAData \M1SC \18003.00.001 PUD.doc TABLE OF CONTENTS I. Development Concept F: \Data \MISC \18003.00.001 PUD.doc Exhibit A - Conceptual Site Plan Exhibit B - Development Area Plan Exhibit C — Amenities Plan Exhibit D — Pool and Clubhouse Site Plan and Elevation Exhibit E - Existing Conditions Plan Exhibit F - Surrounding Zoning and Land Use Plan II. Statistical Summary ............................................................................ ..............................2 III. Development Standards: Development Area `A' — Single- Family Residential ...............3 IV. Development Standards: Development Area `B' - Open Space/Dog Park ......................3 V. Development Standards: Development Area 'C'— Stormwater Detention/Open Space..3 VI. Development Standards: Development Area `D' - Open Space/Nature Preserve ............ 3 VII. Landscaping and Open Space ............................................................. ..............................4 VIII. Homeowners' Association .................................................................. ..............................4 IX. Site Plan Review ................................................................................. ..............................4 X. Schedule of Development ................................................................... ..............................4 F: \Data \MISC \18003.00.001 PUD.doc I. Development Concept McKnight Farm at Preston Lakes is a proposed 45.93 acre single- family residential development located on the northwest corner of East 86111 Street North and North 161" East Avenue. The tract has 3,237 ft. feet of frontage along North 16151 East Avenue and 662 feet of frontage along East 8611' Street North. The property is abutted on the north and west by Centennial Park and to the southwest by Park Place at Preston Lakes single - family subdivision (both RS- 2 /OPUD 15), to the east by large lot residential subdivisions in Rogers County (RS 40 and RS 60), and to the south by Cambridge Park and Cambridge Park II single - family residential subdivisions (Rogers County RS 40). The project site is currently zoned Agriculture (AG). Submitted concurrently with this PUD application is a zoning request to re -zone the entire tract to RS -3, Residential Single - Family. The site is relatively flat with several small ridgelines and drainageways that run east/west across the project site (See Exhibit `E' — Existing Conditions Plan). There is an existing pond located in the central portion of the site that is to be removed. There is 100 - year floodplain and a creek located along the western portion of the site where a significant amount of tree cover exists. The goal will be to maintain as many of the existing trees as possible — it is anticipated that the majority of the trees that are located within the 100 -year floodplain will not be disturbed and be utilized as part of a Nature Preserve. The site's encumbrances of the 100 -year floodplain and a 100 -foot GRDA transmission line easement located in the southwest portion of the site create a challenging site geometry for much of the site's developable area, hence it is felt that a PUD is the best way to develop this site. The soil types found on the project site are typical for the area and should pose no unusual developmental problems. The location of the PUD has very favorable accessibility, location and visibility from surrounding roadways and will blend in with the existing residential development in the area. McKnight Farm at Preston Lakes will feature single - family detached homes, with lot sizes ranging from 55' x 125' to 60' x 125' (See Exhibit `A' — Conceptual Site Plan). Three points of access into the site will be provided, two from North 16151 East Avenue and one from East 8611' Street North. All streets within McKnight Farm at Preston Lakes are to be public The amenities that are to be provided at McKnight Farm at Preston Lakes will be as required by the City of Owasso Zoning Code and approved by the Community Development Department. The following are the amenities proposed for McKnight Farm at Preston Lakes: 1). Swimming Pool and Clubhouse located in the west central part of the site. 2). Playground to be located next to the Swimming Pool and Clubhouse area. 3). Dog Park located just north of the East 8611' Street North entrance and to be located within the 100' GRDA transmission line easement. F: \DatakMlSC \18003.00.001 PUD.doc 4). Nature Preserve located in the north and northwestern portion of the site within the 100 -year floodplain. 5). Pedestrian Trail System that will extend from the proposed dog park, as well as a 20' Access Easement located in the west central portion of the site, that will extend and connect to the existing trail system located in Centennial Park. A Homeowners Association will be established that will have the responsibility of maintaining all reserve and amenity areas, landscape entryways as well as the fencing and landscaping along North 161 s' Street and East 861h Street North. It is anticipated that McKnight Farm at Preston Lakes will be developed as one phase, with development commencing as soon as the appropriate approvals have been received. II. Statistical Summary Total Project Area 45.93 acres (Gross) 41.51 acres (Net) Maximum Number of Dwelling Units 125 Average Lot Size 55'- 60' x 125' Project Density (Maximum) 2.72 DU /Acre (Gross) Total Open Space Area 9.32 Acres (Gross - 20.3 %) (Net - 22.5 %) HData\MIS018003.00.001 PUD.doc III. Development Standards: Development Area A — Single - Family Residential Permitted Uses: Uses permitted by right in the RS -3 Zoning District. Maximum Number of Dwelling Units: Minimum Livability Space Per Dwelling Unit: Minimum Lot Size Minimum Lot Width Minimum Front Yard Minimum Side Yard Minimum Side Yard abutting public street Minimum Rear Yard Maximum Building Height 125 DUs 4,000 sq. ft.* 6,750 sq. ft. 55 feet 25 feet 5 ft. /5 ft. 15 feet * * /20 feet with side loaded garage 20 feet 35 feet Other Bulk and Area Requirements As established in the RS -3 Zoning District * Livability Space is defined as open space not used for parking or drives. Livability Space per Dwelling Unit may also include open space and Reserve Areas not located on the specific lot. ** Minimum Side Yard on arterial streets is 20 ft. Note: No HVAC equipment is to be placed in the side yards of the lots. IV. Development Standards: Development Area `B' - Open Space/Dog Park Permitted Uses: Passive and active open space, dog park and pedestrian trail system. V. Development Standards: Development Area `C' — Stormwater Detention /Open Space/Swimming Pool/Clubhouse /Playground Permitted Uses: Stormwater Detention facilities, overland drainage, passive and active open space, swimming pool, clubhouse and playground. 3 F: \Data \MISC \18003.00.001 PUD.doc VI. Development Standards: Development Area `D' —Open Space/Nature Preserve Permitted Uses: Overland drainage, Nature Preserve, passive and active open space, VII. Landscaping and Open Space Except as modified herein, landscaping shall be provided in accordance with "Chapter 20 — Landscape Requirements" of the City of Owasso Zoning Ordinance. VIII. Homeowners' Association The McKnight Farm at Preston Lakes Homeowners' Association, to be established, will have as its main objective, the maintenance of the landscaped entryways, reserve /open space /amenity areas, as well as the fencing and landscaping along East 80h Street North and North 1615' East Avenue. Membership in the McKnight Farm at Preston Lakes Homeowners' Association will be mandatory for all lot owners. Final documents for the McKnight Farm at Preston Lakes Homeowners' Association will be included in the Deed of Dedication and Restrictive Covenants and will be on file in the Tulsa County Clerk's office, along with the Final Plat, and will include the maintenance agreement and other specific rights and requirements for association members. IX. Site Plan Review For the purpose of the site plan review requirements, the approved final plat shall constitute the required detail site plan. However, a Site Plan and Landscape Plan will be submitted to the Community Development Department for the Swimming Pool and Clubhouse. Also, a Landscape Plan will be submitted for entryway landscaping and landscaping along East 861h Street North and North 1615' East Avenue. X. Schedule of Development The initial development of McKnight Farm at Preston Lakes is expected to commence after final approval of the PUD and the platting of the property. F: \Data \MISC\18003.00.001 PUD.doc REAL People -REALC acmr -REAL Community TO: The Honorable Mayor and City Council City of Owasso FROM: Larry Langford Director of Recreation and Culture SUBJECT: Redbud Park Professional Service Agreement Amendment DATE: March 16, 2018 BACKGROUND: Redbud Park, a festival park on Main Street, was included among the projects approved by Council Resolution 2015 -08 for Tulsa County excess Vision 2025 funding. Redbud Park will be located on the property adjacent and directly south of the Police Station with capabilities to host a farmer's market, concerts, outdoor entertainment, and other appropriate events of a similar nature. On April 5, 2016, City Council approved a Professional Services Agreement for architectural and engineering services with GH2 Architects, LLC of Tulsa, Oklahoma in the amount of $101,172. This amount included the basic architectural service fee of 7% and other reimbursable fees that were based on the original project estimate of $1 million. PROJECT SCOPE CHANGE: Based on presentations and discussions with the City Council, the scope of the project has increased to $3.2 million, including add alternates, and the need to design and construction stormwater mitigation as part of the project. Those design services are not included in the original agreement. Staff is requesting an amendment to the agreement for this additional item. The stormwater mitigation includes the design of a drainage system that will convey stormwater from the Redbud Park and Police Station sites to the tributary creek, east of Birch Street and E 1st Street. This work does not include the design of a stormwater detention system, as it is anticipated that no stormwater detention will be required. The current estimate for the 7% architectural design fee, plus other reimbursable fees is $262,000. The final cost for architectural and engineering will be determined when construction bids are received. The bid opening is scheduled for March 29, 2018. CONTRACT AMENDMENT: The amendment would add the following to the Professional Services Agreement: • Add Article 11.3.1 - The Architect shall be compensated for additional services related to the Stormwater Drainage System in accordance with Paragraph 11.1, at the stipulated sum of 7% of the cost of the work. • Add Article 11.8.5 - Additional reimbursable fees for the Stormwater Drainage System include: 1. Additional Topographic Survey- stipulated sum fee of $3,780 2. Right of Way and Property Plotting - stipulated sum fee of $2,415 • Add Article 11.8.4 - The original Geotechnical Investigation fee of $5,922 is reduced to $3,675. FUNDING: Funding for the professional services will be obtained through the Vision 2025 Funds. The funding for construction will also include Capital Improvement Funds. RECOMMENDATION: Staff recommends approval of an Amendment to the Professional Services Agreement with GH2 Architects, LLC of Tulsa, Oklahoma, for additional professional services for the Redbud Park (Owasso Festival Market Place on Main) and authorization to execute the amendment. ATTACHMENTS: Amendment to the Professional Services Agreement GI-12 Design Services Agreement dated June 5, 2016 =.' = AIA Document G802ra — 2007 Amendment to the Professional Services Agreement Amendment Number: 001 TO: Mr. Larry Lan. -ford Director of Recreation and Culture (Owner a)- Owner's Represenfalive.) In accordance with the Agreement dated: Apri l 15, 2016 BETWEEN the Owner: (.Name and address) City or Owasso 200 S Main Street Owasso, OK 74055 and the Architect (Nance and address) GH2 Architects, LLC 320 S Boston Ave, Suite 100 Tulsa, OK 74103 for the Project: (Name and address) Owasso Festival Market Place on Mahn Authorization is requested ® to proceed with Additional Services. ® to incur additional Reimbursable Expenses. As follows: Project Scope Increase - Stormwater Drainage System: The scope increase for drainage includes the design of a drainage system that will convey stormwater from the festival park site to the tributary creek, east of North Birch Street and East I" Street. This Work does not include the design of a sormwater detention system, as it is anticipated that no sormwater detention will be required The following adjustments shall be made to compensation and time. (Insert provisions in accordance with lhF Agreemenl, or as otherwise agreed by the parties.) Compensation: Refer to Project Agreement, Article 11, Compensation. Add the following Article 11.3.1 The Architect shall be compensated for the additional services related to the Stormwater Drainage System in accordance Paragraph 11. 1, a Stipulated sum of 7% of the Cost of the work. Add the following Article 11.8.5: 11.8.4 Additional Reimbursables Fees for die Stormwater Drainage System include: .1 Additional Topographic Survey: Stipulated Sum Fee of $3.780.00. .2 Right of Way and Property Plotting: Stipulated Sum Fee of 52,415.00. AIA Document G802ra —2007 (formerly G606TM — 2000). Copyright ®2000 and 2007 by The American Institute of Architects. All rights reserved. WARNING: This AIA" Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA- Document, .� or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This document was pmduced by AIA software at 14.45:44 an 01/24/2018 under Order No. 8244841089 which expires on 11116/201a, and is not for resale. User Notes: (369ADA31) Add the following sentence to Article 11.8.4: The original Geotechnical Investigation fee of $5,922.00 is reduced to $3.675.00. Refer to Project Agreement Article 6. Cost of the Work. The updated estimated Cost of the Work is attached as Exhibit 1. The Architect will adjust invoicing based upon this estimate with January. 2018 invoice. The final Cost of the work will be determined when construction bids are received. Time: Not Applicable Michael Hall. AIA, Principal (Printed name and title) February 14. 2018 (Dare) AGREED T0: (Signature) Lyndell Dunn. Mayor (Printed name and title) 3/6/18 (Date) AIA Document (3802" —2007 (formerly G6116ra —2000). Copyright © 2000 and 2007 by The American Institute of Amhltecls. All rights reserved. WARNING: This AIA' Document is protected by U.B. Copyright Law and International Treaties. Unauthorized reproduction "distribution of this AIA" Document, j or any portion of it, may result In severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the low. This document was produced by AIA software at 1445.44 an 01/24/2018 under Order No. 8244841089 which expires on 11116/2018. and is not for resale. User Notes: (3B9ADA31) �l is A Document B101'M —2007 Standard Form of Agreement .Between Owner and Architect AGREEMENT nmdc as of the 5th day of April in the yutr 2016 (hi ilgrds, indicate dgy, month and year.) BETWEEN the Architect's client identified as the.OWner: ADDITIONS AND DELETIONS: (blame, legal status, address acrd other le jormatran) The author of this document has added information needed for its City of Owasso bittn completion. The author may also 1I I North Main Street eet have revised the text of the original Owasso, OK 74055 AIA standard tam. An Additions and Daletions Report that notes added Information as well as revisions to the and the Architect: standard form led Is available from • the author and should be reviewed. A Naive, legal slaters, address and other hrfarvnation) vertical line In the left margin of this document indicates where the author GH2 Architects, LLC has added necessary Information 320 S. Boston Avenue; Suite 100 Tulsa, OK 74103 and where theaulhorhas added to or deleted from the original AIA text. ' Per the Following Projects This doculaenthas Important legal (Nairn, location and "detailed description) cdnsequences.Cansultationwith an attorney is encouraged with respect Owasso festival Market Place on Main to its completion or modification. TULSA. COUNTY PARCEL NO. 1161000143000400 & TULSA COUNTY PARCEL NO. 861000143000730 City of Owasso, Oklahoma Project will include a festivat market place pnvil ion with capabilities to host farmer's market, concerts, outdoor entertainment, and related events. The Owner and Architect agree as roltows. Init. I AIA Document Bt011° -2007 (lormody B1511-- 1887), gopyrlghl® t874. 1078, 1807, 1097 and.2007 by The Amorican ku hula OfAichilecls. All rights reserved. WARNING: This rdA' Docemonl Is protected by U.S. Copyright Law and International Trestles. Unauthodxed reproduction or distribution of .) this AI A° Document, or any portion of It, may resuitlit severe civil and criminal ponnilles, and will be proseadod to the maximmoectent possible under the law. This document was produced by ALA software at 12:11:t ton 0343112016 undet Order N0.6205153638_l which expires on 02f0U2o17. and is not for resale. User Notes: (1380148090) TABLE OF ARTICLES 1 INITIAL INFORMATION 2 ARCHITECT'S RESPONSIBILITIES 3 SCOPE OF ARCHITECT'S BASIC SERVICES 4 ADDITIONAL SERVICES S. OWNER'S RESPONSIBILITIES 6. COSTOFTHEWORK 7 COPYRIGHTSAND LICENSES 8 CLAIMSAND DISPUTES 9 TERMfNATiONORSUSPENSION 10 MISCELLANEOUS PROVISIONS 11 COMPENSATION 12 SPECIAL TERMS -AND CONDITIONS 13 SCOPE OF THE AGREEMENT EXHIBITA INITIAL INFORMATION ARTICLE 1 INITIAL INFORMATION 61.1 This Agreementis based on the Initial information set forth in this Article 1 and in optional Exhibit A, ilitiat Information: (Complete. Edlib. it:A, lttitial b formation, and hiroarporafe it halo ilia Agreement at Section 13.2, or state be(f)iv Initial Information such as, dwails of the project's site anrd program, Oaner's contractors and consultants. Architect s consultants, Owner's budget for the Cast of the Iffork, anthorired representatives, anticipated procurement method, and other information relevant to the project.) Refer to Exhibit A § 1.2 The Owner's anticipated dates for commencement of construction and Substantial Completion of the Work are set forth below: .1 Commencement of construction date: To be determined ,2 Substantial Completion date: To be determined § 1.3'fhe Owner m1d Architect may rely on the Initial Inrormnlion. Both parties, however, recognize that such information may materially change and, in that event, the Owner and the Architect shall appropriately adjust the schedule, the Architect's services and the Architect's compensation. ARTICLE 2 ARCHITECT'S RESPONSIBILITIES § 21 The Architect shall provide the professional Services as set forth in this Agreement, AU, Document 8101*" — 2007 fommrty 815110 — 1997). Copy6ghI* 1974,1970.1987, 1907 and 2007 by The American true ituto a[Architects. All tights snit• resolved. WARNING: This AIA Document is protected by U.S. Copydght Law and Intornatlonal Tmatlos, Unauthodzed reprududfon or distribution of 2 this AIA' Document, or any portion of it, may result In severe civil and criminal penaldos, and will be prosecuted to the maximum extent possible under l the law. This document was produced by AIA software at 12:11:11 on 03/31/2018 under Order N0.6205153838 t whlch exates on 0004017, and is not for resale. User Notes: 1980148090) § 2,2 The Architect shall perform its services consistent with the professional skill and care ordinarily provided by architects practicing in the same or similar locality under the same or similar circumstances. The Architect shall perform its services as expeditiously as is consistent with such professional skill and care and the orderly progress of the Project, § 2.3'rhe Architect shall identify a representative authorized to act on behalfof the Architect with respect to (he Project. § 2.4 Except with the 9witer's knowledge and consent, file Architect shall not ongege in any activity, or accept any employment, interestpr contribution that would reasonably appear to compromise the Architect's professional .judgment widt- respect to; this Project. § 2.5 T11e Arohitect sfiall.maintain the following insurance for the duration of this Agreement. Certificates of Insurance are attaclied as. Ekhibit C. Ifany of the requirements set forth below exceed the types and limits the Architect normally r,raihtafiasj the Owner shall reimburse the Architect for any additional cost: (Identify types and lirnits of insurance coverage, and other brsta once regniremenrs applicable to the Agreetdedl, if ally) .1 General Liability $1,060060 per occurrence .2 Automobile Liability $1,000,000 per occurence .3 Workers' Compensation Modicum Statutory Limits A Professional Liability S1,000,Qp0 per claim; $2,000,000 annual aggregate This insurance shall remain in full force and effect for dwo years after the last date of substantial completion. ARTICLE 3 SCOPE OF ARCHITECT'S BASIC SERVICES § 11 The Architect's Basic Services consist of those described in Article 3 and include usual and customary structural, mechanical, and electrical engineering services. Services not set forth in this Article 3 are Additional Services. § 3.1.1 The Architect shall manage the Architect's services, consult with fife Owner, research applicable design criteria, attend Project meetings, communicate with members of the Project team and report progress to the Owner. § 3.1.2 The ATeli tect.slmall coordinate its services with those services provided by life Owner and the Owner's .consultants.'flie Architect shall be entitled to rely on the accuracy and completeness of services and information furnished by the Owner and the Owner's consultants. Thee Architect shall provide prompt written notice to the Owner ifthe Architect becomes aware of any error, omission pr inconsistency in such services or information. § 31.3 As soon us practicable after the date of this Agreement, the Architect shall submit for the Owner's approval a schedule for the performance of the Architect's services. Ilia schedule initially shall include anticipated dates for the commencement of construction and for Substantial Completion of the Work as set forth in the Initial Information. 'Ilu: schedule shall include allowances for periods of time required for the Owner's review, for the performance of the Owner's consultants, and for approval of submissions by authorities having jurisdiction over the Project. Once approved by the Owner, time limits established by the schedule shall not, except for reasonable cause, be exceeded by the Architect or Owner. With the Owner's approval, the Architect shall adjust the schedule, if necessary, as life Project proceeds until the commencement of construction. AlA Document 6101t° — 2007 (formerly 8151`P — 1907). Copyright ®1074- ,1878,1987,1997 and 2007 by The Amodcan Insiltute ofAtelnects. Ait rights unit• meowed. WARNING: This Ale Document Is pmtactad by U.S. copyright law and International Treaties. Unauthorized mproducllon ordistribution of 3 this AIN' Document, or any portion of It, may insult in severe civil and criminal penalties, and will he prosocuted to the maximum extent possible under r the law. This document was produced by AIA software at 12:11:11 on 03/31/2010 under Order No.6205153636_l which expires on 02/0912017, and is not for resale. Usor Notes: (1380148090) § 3.1.4 The Architect shall not be responsible for an Owner's directive or substitution made without the ArchitecPs approval. § 3.1.5 The Architect shall, at appropriate times, contact the governmental authorities required to approve the Construction Documents and the entities providing utility services to the Project. in designing the Project, the Architect Shalt respond to applicable design requirements imposed by such governmental authorities and by such amities providing utility services. § 11.6 Architect shall assist the Owner in connection with the Owner's responsibility for Filing documents required for the approval of governmental authorities having jurisdiction over the project. § 3.2 SCHEMATIC DESIGN PHASE SERVICES § 3,2A The Architectshall review (Ire program and other information furnished by the Owner, and shall review laws, codes, and regnlsfirmopplicable to the Architect's services. § 3,222 The Architect,shall,preparea preliminary evaluation of the Owner's program, schedule, budget for the Cost or the Work, Protect site, 1pid the,proposed procurement or delivery method and other Initial information, cacti io tcmis oethe ether, to ascertain Qic requirements of the Project. The Architect shall notify, the Otter of(I) tiny .cons sfeucnes duscov.&d.iq the information, and (2) other information or consulting services that maybe reasonably needed for the Project. § 3223 The,Architect shall present its preliminary evaluation to the Owner and shall discuss with the Owner alteinativc approaches to design and construction of the Project, including the feasibility orincorporating environinentatty responsible design approaches. The Architect shall reach an understanding with the Owner regarding the requirements of tiie Project, § 3.2.4 Based on the Project's requirements agreed upon with the Owner, the Architect shall prepare and present for the Owner's approval a preliminary design illustrating the scale and relationship of the Project components. § 3..2,5 Based on the Owner's approval of the preliminary design, the Architect shall prepare Schematic Design Documents for the Owner's approval. The Schematic Design Documents shall consist of drawings and other documents including;a site plan, if appropriate, and preliminary building plans, sections and elevations; and may include some combination of study models, perspective sketches, or digital modeling. Preliminary selections of major building systems and construction materials shall be noted on the drawings or described in writing. § 3:2,5.1 The Architect shall consider environmentally responsible design alternatives, such as material choices and building orientation, together with other considerations based on program and aesthetics, in developing a design that is consistent with the Owner's program, schedule and budget for the Cost of the Work. The Owner may obtain other environmentally responsible design services under Article A. § 3.215.2 The Architect shall consider the value of alternative materials, building systems and equipment, together with other considerations based on program and aesthetics, in developing a design for the Project that is consistent with the Owner's program, schedule and budget for the Cost of the Work. § 3.2.6 The Architect shall submit to the Owner an estimate of the Cost of the Work prepared in recordmlee with Section 6.3. § 3.2.7 The Architect shall submit the Schematic Design Documents to the Owner, and request the Owner's approval. § 3.3 DESIGN DEVELOPMENT PHASE SERVICES § 3.3.1 Based on the Owner's approval of the Schematic Design Documents, and on the Owner's authorirntio n of any adjustments in the Project requirements and ilia budget ror the Cost of the Work, the Architect shall prepare Design Development Documents for die Owner's approval.'rhe Design Development Documents shall ilhlstrate and describe the development of the approved Schematic Design Documents and shall consist of drawings and other documents including plans, sections, elevations, typical construction details, and diagrammatic layouts orbuildingsystems to Its and describe the sire and character of the Project ns to architectural, structural, mechanical and electrical systems, and AIA Document 8101•° -2007 formarly 8151'°— 1997). Copyright 0 1074,1978, 1987, 1997 and 2007 by TheAmodcan Institute of Alcmuects.Aii rights Init. reaervdd. WARNING: This AIAt' Document Is protected by U.S. copyright law and International Treaties. Unauthorkat reproduction or distribution of this AIA` Document, or any portion of ft, may result In severe civil and criminal penalties, and will be prosecuted to the maximum extent passible under the law. This Document was produced by AIA software at 12:71:11 on 03!3112016 under Order No.6205153638 1 which expires on 021052017, and is not for resale. User Notes: (1380146090) such other elements as may be appropriate. The Design Development Documents shall also include outline specifications that identify major materials and systems and establish in general their quality levels, §' 3:3;2The Architect shall update the estimate of the Cost of the Work, § 3.3:3 The Architect shall submit the design Development Documents to the Owner, advise the Owner of any adjustments to the estimate of tine Cost of the Work, and request tine Owner's approval. § 3.4 CONSTRUCTION, DOCUMENTS PHASE SERVICES § 3.4.1 Based, on the Owner's approval of the Design Development Documents, and on the Owner's authorization of any adjustments in the Project requirements and the budget for the Cost of the Work, the Architect shall prepare Construction Documents, for the Owner's approval. The Construction Documents shall illustrate turd describe the further developmentioPdie approved Design Development Documents and shall consist of Drawings and .Specifications setting :forth in detail the quality levels of materials and systems and other requirements for the construction of the Work: Tile Owner and Architect acknowledge that in order to construct the Work the Contractor will provide additional in fori»ation, including Shop Drawings, Product Data, Samples and other similar submittals, which die-Architect shall review in accordance with Section 3.6:4. 3:4:2 -The Architect shelOncorporate into the Construction Documents the design requirements ofgovernmental authorities havitigjurisdiction over the Project. § 3 .4,3 Oiuing the development of the Construction Documents, the Architect shalt assist the Owner in the development and pieparatiorbof ( t) bidding and procurement information that describes the time, place and conditions of bidding, including bidding or proposal forms, (2) the form of agreement between the Ovnier and Contractor, and (3) the Conditions of the Contract for Construction (General, Supplementary and other Conditions). The Architect shall also Compile a project manual that includes the Conditions of the Contract for Construction and Specifications and may include bidding requirements and sample forms. § 3.4:4 the Architect shell ,update the estimate for rite Cost of the Work, § 14ili The Architect shall Submit the Construction Documents to the Owner, advise the Owner of any adjustments to the estimate of the Cost oftie Work, take any action required under Section 6;5, and request the Owner's approval. § 3.5 BIDDING OR NEGOTIATION PHASE SERVICES § 3.53 GENERAL The Architect shell, assist the Owner in establishing n list or prospective contractors. Fallowing the Owner's approval of the Construction Documents; tine Architect shall assist the Owner in (1) obtaining either competitive bids dr negotiated proposals; (2) confirming responsiveness of bids or proposals; (3) determining the successful bid or proposal, if any; and, (4) awardiing.and preparing contracts for construction. § 3.5.2 COMPETITIVE BIDDING § 3.5.21 Bidding Documents shall consist of bidding requirements and proposed Contract Documents. § 3.5.2,2 The Architect shall assist the Owner in bidding the Project by .1' procuring the reproduction of Bidding Documents ror distribution to prospective bidders; ,2 distributing tine Bidding Docunnentsio prospective bidders, requesting their return upon completion of the bidding process, and maintaining a log of distribution and retrieval and of the amounts ordeposits, if any, received front and returned to prospective bidders; :3 organizing and conducting a pre -bid conference for prospective bidders; .4 preparing responses to questions from prospective bidders and providing clarifications and interprelatians of the Bidding Documents to all prospective bidders in the farm of addenda; and .5 organizing and conducting the opening of the bids, and subsequently documenting and distributing the bidding results, as directed by the Owner. § 3.5.2,3 The Architect shall consider requests for substitutions, if the Bidding Documents permit substitutions, and shall prepare and distribute addenda identifying approved substitutions to all prospective bidders, (nit. AIADocumunla1oI 1-- 2007Vormody 11151"'— 1987).copyrightO 1974, 1878, 1087,1997 and 2007 by The American lnsfilutcouvaltects. All rights reserved. WARNING: This AIA Document Is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction ordlstdbullon of this Ale Document, orally portion of it, may result In severe civil and criminal penalties, and will he prosecuted to the maximum extent possible under f the law. This documentwas produced by AIA software at 12:11:11 on 03131/2016 under Order No.6205153638_1 which expires on 021842017, and is not for resale, User Notes: (1380148090) § 3,5.3 NEGOTIATED PROPOSALS § 3,5,31 Proposal Docutnents.shall consist of proposal requirements and proposed Contract Documents. § 3.5,12 The Architect shall assist the Owner in obtaining proposals by .1 procuring the reproduction of Proposal Documents for distribution to prospective contractors, and requesting their return upon completion of the negotiation process; .2 organizing and participating in selection interviews with prospective contractors; and .3 participating in negotiations with prospective contractors, and subsequently preparing a summary report of the negotiation results, as directed by the Ownler, § 3.5.3.3 The Architect shall consider requests for substitutions, if the Proposal Documents permit substitutions, and shall prepare And distribute addenda identifying approved substitutions to all prospective contractors. § 3.6 CONSTRUCTION PHASE SERVICES § 3;6.1 GENERAL : .. § 3,6.1.1 The Architect shall provide administration of the Contract between the Owner and the Contractor asset forth below and in A(A.Doeiltnen(A20 IT61-2007, General Conditions ofthe Contract for Construction. If the Ovmer and Conirtictop merit fy A(A,�octitnenl A201- 2007, those modifications shall not affect (Ile Architect's services under this Agreement unless the OWnei• and the Architect amend this Agreement. § 3.6.1.2 1116 Architectshall advise and consult with the Owner during the Construction Phase Services. IlieArchitect shall have authoriiy:to Set'on.behalf of the Owner only to the extent provided in this Agreement. The Architect shalt not have control oJer, chorge of, or responsibility for the construction moans, methods, techniques, sequences or Procedures, or for snfety precautions and programs in connection with the Work, nor shall the Architect be responsible for the Contractor's failure to perform the Work in accordance with the requirements ofthe Contract Documents. The Architect shall be responsible for the Architect's negligent acts or omissions, but shall not have control over orcharge of and shall not beresponsibte for, acts or omissions of the Contractor or of any other persons or entities performing portions of the Work. § 1613 Subject to Section 4.3, the Architect's responsibility to provide Construction Phase Services commences with the award of Lite Contract for Construction and terminates on ate date the Architect issues the final Certificate for Payment. §.3.6.2EVALUATiONS OF THE WORK § 3.61 ,1 Tlic Architect strait visit ilie site nt intervals appropriate to the stage of construction, or as otherwise required in Section 4.3.3; to become generally familiar with the progress and quality ofthe portion of the Work completed, and to detemline, in general, if the Work observed is being performed in a mnnner indicating that the Work, when fully completed, will be, in accordance with the Contract Documents. However, the Architect shall not be required to make exhaustive or continuous on -site inspections to check the quality or quantity ofthe Work. On the basis of the site visits, the Architect shnli keep the Owner reasonably informed about the progress and quality of the portion of the Work completed, and report tq the Owner (1) known deviations from the Contract Documents and train the most recent construction schedule submitted by the Contractor, and (2) defects and deficiencies observed in the Work. § 3.6.2.2 The Architect has the authority to reject Work that does not conform to the Contract Documents. Whenever the Architect considers it necessury or advisable, the Architect shall have the authority to require inspection or testing of the Work in accordance with the provisions of the Contract Documents, whether or not such Work is fabricated, installed or completed. However, neither this authority of Cite Architect no a decision made in good faith either to exercise or not to exercise such authority shall give rise to a duty or responsibility of the Architect to the Contractor, Subcontractors, material and equipment suppliers, their agents or employees.or other persons or entities performing portions of the Work. § 3.6.2.3 The Architect shall interpret and decide matters concerning perrormnnee under, and requirements of, the Contract Documents on written request of either the Owner or Contractor.'fhe Architect's response to such requests Shall be made in writing within any time limits agreed upon or otherwise with reasonable promptness. § 3.6.2.4 Interpretations and decisions of the Architect shall be consistent with the intent of and reasonably inferable fr orn the Contract Documents and shall be in writing or in the form of drawings. When ranking such interpretations hilt AIA Document 8101j °— 200u(ormudy 8161` 1097t.Cupyright® 1974.1978, 1987,1097 and 2007 by The American Institute of Nclinecns. Nl rights reserved. WARNING: This NA Document is prelectod by U.S. Copyright law and Intonmltonal Treaties. Unauthorized reproduction or distribution of this AIA° Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under 1 the law. This document was produced byAlA software at 12:11:14 on 033112016 under Order No,6205153638 1 which expires on 021042017, and Is not for rosela, User Notes: (1380148090) and decisions, the Architect shall endeavor to secure faithful performance by both Owner and Contractor, shall not show partiality to either, and shalt not be liable for results of interpretations or decisions rendered in good faith. The Architect's decisions on matters relating to nesdhetic effect shall be final if consistent with the intent expressed in the Con tracCDocuments. § 3.6.2.5 Unless the Owner.and Contractor designate another person to serve as an Initial Decision Maker; asthat term isdefihed in AiA Document A201 -2007, the Architect shrill render initial decisions on Claims between the Owner and Contractor as provided in the Contract Documents. § 3.6,3 CERTIFICATES FOR PAYMENT TO CONTRACTOR § 3.6.3.1 The.Architect sfiall review and certify the amounts due the Contractor and shall issue certificates in such amounts. ilia Architect's certification for payment shall constitute a representation to the Owner, based on the Architect's evaluation of the Work ns provided in Section 3.6.2 and on the data comprising the Contractor's Application for Payriietit that, to the best of the Architect's knowledge, information and l chef, the Work has progressed to the point itd'iof ad and that the quality of the Work is in accordance with the Contract Documents. The foregaingrepresenlatioris are subject (1) to, n evalaation of the Work for conformance wills the Contract Documents upon $ubstanliat Completion, (2) to results of subsequent tests and inspections, (3) to correction of minor deviations Cron the Comrrict Docopents prior to completion, and (4) to spccifie qualiffeelions expressed by the Architect. § 3.6.3:2 the issuance ofa Coftifanta Cor pnya" shall not be a representation that the Architect has (i) made eziieastive or coiuinuous on- sifeinspections to check the quality or quantity of the Work, (2) reviewed consvuction means, tgelkods, tcclmigoassequen= arprocedures, (3)revieleed copies of requisitions received from Subcontractors atid.mdterial_suppIiers fall 011ier data requested by the Owner to substantiate the Contractor's right to payment, or (4) ascertained bow or for what purpose the Contractor has used money previously paid on account of the Contract Sum. § 16:33 The Architect shall'niaintain a record of the Applications and Certificates for Payment. § 3:6:4 SUBMITTALS § 3.6:431 f ie Architect shall review the Contractor's submittal schedule and shall not unreasonably delay or withhold approval. The Architect's action in reviewing submittals shall be taken in accordance with the approved submittal schedule or, in ilia absemceof an approved submittal schedule, with reasonable promptness while allowing sufficient time in the Architect's professional judgment to permit adequate review. § 3.6.4.2 In accordance with the Architect - approved submittal schedule, the Architect shall review and approve or take other, appropriate action upon the Contractor's submittals such as Shop Drawings, Product Data and Samples, but only for the limited purpose of checkingfor con fomumcewith information given and ilia design concept expressed in the Contract Documents. Review of such submittals is not far ilia purpose ofdelermining the accuracy and completeness Of other information such as dimensions, quantities, and installation or performance of equipment or systems, which are the Contractor's responsibility. The Architect's review shall not constitute approval of safety precautions or, unless otherwise spccificallyslaled by fine Architect, of ally 001Islruc6011 moms, mcfhods, techniques, segtmnccs or procedures, the Architect's opproval ofa specific item shall not indicate approval of on assembly of which the item is a component. § 3.6.43 If the Contract Documents specifically require ilia Contractor to provide professional design services or certifications by a design professional related to systems, materials or equipment, the Architect shall specify the appropriate perfortuainceand design criteria that such services must satisfy. The Architect shall review Shop Drawings find other submittals related to the Work designed or certified by the design professional rctnined by the Contractor that bear such professional's seal and signature when submitted to the Architect. The Architect shalt be entitled to rely upon the adequacy, accuracy and completeness of the services, certifications and approvals performed or provided by such design professionals. § 3.6,4.4 Subject to the provisions orscetion 4.3, ilia Architect shall review and respond to requests far information about the Contract Documents. The Architect shall set thrill in the Contract Documents the requirements for requests for information. Requests for intonation shall include, at a minimum, a detailed written statement that indicates the. specific Drawings or Specifications in need of ciariftcalton and the nature of the clarification requested. The Architect's response to such requests shall be trade in writing within any time limits agreed upon, or otherwise with AIA Document S10 1 - -2007 formody 81611° — 19971• Copytightm 1974, 1978, 1987, 1997 and 2007 by The American Institute of /whaects_All rights unit reserved. WARNING: This AIA - Doeumont is protected by U.S. copyright Law and International Treaties. Unauthorized reproduction or distribution of 7 Eris A1AO Document, or any portion of It, may result In sever, civil and nhninal ponaitios, and wal he prosecuted to the nruxmurm extent possible under t the law. This document was produced by AlA software at 12: 11: 11 on 0313112016 under Order No,62061836381 which expires on 071042017, and is net for resale. User Notes: (1360148090) reasonable promptness. If appropriate, the Architect shall prepare and issue supplemental Drawings and Specifications in response to requests for information. § 16.447he Architect shall maintain a record of submittals and copies ofsubmittals supplied by the Contractor in accordance with the requirements;of the Contract Documents. 3.6.6'Cl(ANGES IN THE WORK § 3.6:5.1 The Architect pray authorize minor changes in the Work that are consistent with the intent of the Contract Documents and do not iti olve an adjustment in the Contract Sum or an extension of the Contract Time. Subject to the provisions.of Section 4:3,.the Architect shall prepartiChange Orders and Construction Change Directives For the Owner's approval and execution in accordance with the Contract Documents. § 3.6.5.2 The Architect! shall maintain records relative to changes in the Work. PR O'2 COMPLETION § 3. 6. 6: 1T' eArchiiectshaltcopductinspectionsto. determinethedateordates- ofSubstantiatComple6onandthedetc offinai.compleUoq; issue Certificates of SuUstantial Completion; receive from the Contractor and forward tothe puner,,for the Owher's revievrand records, written vvarranties Hari related documents required by the Conlrect Documents and assemUled by,the Contrnctor; and issue a final Certificate far Pnynlcnt basses upon a final inspection indicating the'W;orkeoinpliescoith ttierequirelnents oftheContract Documents. § 3 6;6.2:The Arch�fecYls inspections shall be conducted with the Owner to check conformance of the Work ivith the requirements ofthe ContracEDocume its and to verify the accuracy and completeness of tho list submittedbythe Contractor of Work to be.completed or corrected. § 3.6A.3'When the Work is found to be substantially complete, the Architect shall inform the Owner about the balance of the Contract Sum.reme ,rig to be paid the Contractor, including theamount to be retained from die Contract Sum, Many,.for furecomple. don or correction of the Work. § 3.6.6.4 The Architect shall forward to the Owner the following information received from the Contractor: (1) con ' seat 'of surety or sureties, if any, to reduction in or partial release of retainage or the making of final payincm; (2) aiiidolvits, recerpis .releases and waivers of liens or bonds indemnifying the Owner against liens; and (3) any other documentation required of the Contractor under the Contract Documents. § 3,6.6 :6 Upon request of the Owner; and prior to the expiration of one year from the date or Substantial Completion, the.Archited siielli without' additional compensation, conduct a meeting with the Owner to review the facility operations and performance,, ARTICLE 4 ADDITIONAL SERVICES § 4.1 Additional Services listed below are not included in Basic Services but may be required for the Project. The Architect shall provide ed c.listed Additional Services only if specifically designated in the table below as the Architect's responsibility;;andthe Owner shall compensate the Architect as provided in Section 11.2. (Designate the Additional Services the Architect shall provide in tire second column of the table below. hi the thlid Catalan indkonfe ivhether the serviee description is located in Section 4.2 or in au attached exhibit. If in an ahibit, identify lire exhibit.) Additional Services Responsibility (A),chitect; Owner or Not Provideo Location of Service Description (Section 4.2 belon• a- in nn exhibit aaached to this docarrient and identil ed belou) 4:11 Programming B20276f 2009 Architect 4.2.1 4.1.2 Multiple preliminary designs Not Provided 4.1.3 Measured drawings Not Provided 4.1.4 Existing facilities surveys Not Provided 4.1.5 Site Evaluation and Planning 13203TM11 -200 Architect 4.2.2 § 4.1.6 Building Information Modeling E202 *b -2008 Not Provided AIA DOCUmont 111OP" -2007 formony 81511 °- 19971. Copyright 01974,1978,1987, 1897 and 2007 by The American Institute of Architects. Ali rights lull. reserved, WARNING: This AIA Document Is protected by U.S. Copyright Law and Inletnallonal Tmalles. Unauthorized reproduction or distribution of this Ale DDCUMOnt, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maxlmmnoxtontpossibleunder t the law, This document was produced by AIA software at 12:11:11 on 0313112016 under Order No.6205153638 1 which explres o9 0710412017, and is not for resale. user Notes: (1380148090) 4.13 Civil engineering Architect 4,2.3 4.1.6. Landscape desi n Architect 4.2.4 4:1.9 Arch itectural Interior Design B252T^t 2007 Not Provided ` 4.1:10 Value Analysis B204Tm -2007) Not Provided 4:1:11 Detailed cost estiniatmg Not Provided .4:1.12 'On -site Project Representation 121207"ll- -2008 Not Provided 4A.13 Conformed construction documents Not Provided 4:1.14 As-Designed Record drawin s Not Provided 4.1.15 As- Constructed Record drawings Architect 4.2.5 4.1.16 Post occu an .evaluation Not Provided 4:1.17 Ftieiti Su "oil Services B2101" 2007 Not Provided 4.1.16 Tenent- reldtcd�services Not Provided 4.1.19 Coordination of Owner's consultants Not Provided 4:1.20 Teleconimunications/dala design Not Provided § 4.1.21 Security Evaluation and Planning 2067"- 2007, Not Provided 1.4.1.22 Colnrnissionin 821 IT" 2007 Not Provided 4:1:23. Extensive CDA o....eninll res onsibledesi n Not Provided 4:124. LEER Certification B2l4TA1 -2012 Not Provided 4.1.25 Fast- trackdesl h services Not Provided 411:26 FIfstoricPie:krvatioi 1!1205TA1 -2007 Not Provided § 4.1,27 Fo1Tliture,Yomishiogs, and Equipment Design 6253T^u -200P Not Provided § 412 Llsert,a description,o fetich Additional Service designated in Section 4.1 as the Architect's responsibility, if not further described in an exhibit attached to this document. 4;2.1 Programming; Architect will provide facility programming services during the initial maser planning effort described in 4.1:5 below. 4.12 Site EvAlliabini "and Planning (Master Planning): Architect will work with Owner to develop the overall master plan and site desigrt direction forthe facility. Architect will conduct two (2) master planning work sessions as the plan is developed. The plan will document the overall design concept and location for facilities as wall as the overall estimated development cost and project phasing strdtegies. Architect will provide three dintonsional color renderings and promotional graphics as well as a digital animation of the final master ptun concept. Architect will be available for public presentations of the Master Plan. 4.2.3 Civil Engineering: Architect will engage a civil engineering consultant to provide civil engineering services for the project. 421A Landscape Design: Architect will provide landscape design for the project. 4.2.5 As- Constructed Record Drawings: Architect will provide a set of as constructed record drawings based upon the Contractor's field notes, which will be turned over to the Architect at Substantial Completion. These drawings will be provided in pdf formal. § 4.3 Additional Services may be provided after execution ofthis Agreement, without invalidating the Agreement_ Except for services required due to the fault of the Architect, any Additional Services provided in accordancewith this Section 43 shall entitle the Architect to compensation pursuant to Section 11.3 and an appropriate adjushnett in the Architect's Schedule. § 4.3.1 Upon recognizing the need to perform the following Additional Services, the Architect shall notify (lie Owner with reasonable promptness and explain the facts and circumstances giving rise to the need. '111e Architect shall not proceed to provide the fallowing services until the Architect receives the Owner's written authorization: AIA Document 8101y"-200? td iormerly 8161"' — 1997). Copyright ®1074, 1078, 1067, 1097 and 2007 by The American inslilote of Archlecls. Ali rights inll. reserved, WARNING: This A� Document Is protected by U.S. Copyright Law and tntematloml Treaties. Unauthorized reproduction or distribution of this Ale Occurrent, orany potion of 11, slay result in severe civil and edminol penaflies, and will be prosecuted tothe maximum extent possible under I tile lam This document was produced by AIA Software at 12:11:11 on 0 313112 01 6 under Order Nb.62051536361 which expires on 0270412017, and is not for resale. User Notes: (1380146000) .1 Services necessitated by a clatingeiii the Initial h6ralation, previous instructions or approvals given by life Owner, or a material change in the Project including, but not limited to, size, quality, complexity, the Owner's schedule or budget for Cost of the Work, or procurement or delivery method; i2 Services necessitated by the Ownner's request for extensive environmentally responsible design alternatives, such es unique, system designs, in- depth material research, energy modeling or LEED& certification; .3 Changing or editing previously prepared Instruments of Service necessitated by theee lachneat or revision of codes, laws or regulations or official interpretations; .4 Services;necessitated by decisions ofthe Owner not rendered inn timely manner or any other failure of performattce on the part of the Owner or tine Owner`s consultants or contactors; .5 Preparingdgital data for transmission to the Owner's consultants and contractors, or to other Owner .6 Preparation of design and documentation for alternate bid or proposal requests proposed by the Owner; .7 Preparation for, and attendance at, a public presentation, meeting or hearing; .8 Preparation flot, and attendance ata dispute resolution proceeding or legal proceeding, except lvherethe . Ardiitid is;party thereto; 9 EvaW2tion of fife qualifications ofbidders or persons providing proposals; .10 Cory tenon concerning replacement of Work resulting irons fire or other cause during construction; or ill •Assistance id Be initial Decision Maker, if other than the Architect. To,avod delayin the Construction Phase, the Architect shall provide the following Additional Servigs, notify the Owner with reasonable prornpfiess, and explain the facts and cireumstances,givmg rise to life need. If the0lvner subsequently determines at all or parts ofthose services arena required, the 01mer shall give prompt written notice to the Architect„ tilid the Owner shall have no further oUligation to compensate the Architect for those services: .1 Reviewing;a Contractor's submittal out of sequence frtnn the submittal schedule agreed to by the I Respondingfothe Contractor's requests for information that are not prepared in accordance with the Contract Documents or where such information is available to the Contractor from a careful study and comparison, of the Contract Documents, field conditions, other Owlter- provided information, Contractor- prepared coordination drawings, or prior Project correspondence or documentation; 3 preparing;Change Orders and Construction Change Directives that require evaluation of Contractor's proposals and supporting data, or the preparation or revision of Instruments ofServlce; 4 Evaluating an exteiisige number ofClaims as the InitialDecision Maker; i5 Evnhtating substititii ns proposed Uy the Owner or Contractor and making subsequent revisi9nsto UvRIU itCats of Service resulting therefrom; or 6 To theerfeitf line Ard7fecl's 13asie Services are allected, providing Constructiol Phase Services GO days after (I) ilia date of Smbsfantiat Completion of the Work or {2) rile anticipated date ofSubstantiai Completion identified in initial information, whichever is earlier. § 4.3,3 The Architect shall provide Construction Phase Services exceeding the limits set forth below as Additional Services. When the limits below are reached, the Architect shall notify, the Owner: .1 'three ( 3 )reviews of each Shop Drawing, Product Data item, sample and similar submittal ofthe Contractor .2 Bi- weekly visits to the site by the Architect over the duration ofthe Project daring construction .3 Two ( 2 ) inspections for any portion ofthe Work to determine whether such portion ofthe Work is substantially complete in accordance with the requirements ofthe Contract Documents A Two ( 2 ) inspections for any portion of the Work to determine final completion § 4.3A Iftile services covered by this Agreement have not been completed within forty -eight ( 48 ) months of the date of this Agreement, through no fault of the Architect, extension of the Architect's services beyond that time shall be compensated as Additional Services. ARTICLE 5 OWNER'S RESPONSIBILITIES § 5.1 Unless otherwise provided for under this Agreement, the Owner shall provide information in a timely manner regarding requirements for and limitations on the project, including a written program which shalt set forth the Owner's objectives, schedule, constraints and criteria, including space requirements and relationships, flexibility, expandability, special equipment, systems and site requirements. Within 15 days after receipt ofa written request from AIA Document 6101}` -2007 Formerly 6151^`— 1997). Copyright Q 1974,1978, 19117, 1907 and 2007 by The Ammicanlns8tu to of Architects. ARrights Init• reserved. WARNING. T91s AIA� Document is protected by U.S. Copyright Law and International Trestles. Unauthofiied reproduction oralistdbutlou of tills AIA6 Document, crony portion ofit, may rosultln severe civil and crlminnlpanaflles, and will be prosecuted tothemaximumextont possible under 10 t the law, This document was produced byAlA software at 121 i:t 1 on 03/3112016 under Order No.6205153638_1 which expires on 021044017, and is not for resale. User Notes: (138D148090) the Architect, the Owner shall furnish llte requested information as necessary find relevant for the Architect to evaluate, give notice of or enforce lien rights. §::5.2 Th.0 Owner shall establish and,periodically update the Owner's budget for the Project, including (1) the budget for fheCost of the Work as defined in Section 6.1; (2) the Owner's other costs; and, (3) reasonable contingencies related to all of these costs. If the Owner significantly increases or decreases the Owner's budget for the Cos! of the Work, the Owner shall notify the Architect. The Owner and the Architect shall thereafter agree to a corresponding change in the Project's scope and quality. § § TheOwnershallidentifyarepresentativeauthorizedtoactontheOwner 'sbehalfwithrespecttotheProject .Tile Owner shall render decisions and approve the Architect's submittals in a timely manner in order to avoid unreasonable delay in the orderly andsequential progress of the Architect's services. Mciragraplts; defelc4 § 5.6 The Owner shall' coordinate the services of its own consultants with those services provided by the Architect. Upon llte ArchiteWs'request, the Owner shall furnish copies of the scope ofservices in the contracts between the Owner and file Owner's consultants. The Owner shalt furnish the services of consultants other then those desibina(cd in this Agieemcriijp'nuthorize the Architect to furnish them as un Additional Scrvice, when the Architect requcsis such services and delnoilstrates that die), arc reasonably required by the scope ofthe Project. ilia Owner shall require (lint its consultants mainiain'professional liability insurance ns appropriate to the services provided. § 5.7 The 0lvner:shall fituislt tests, inspections and reports required by law or the Contract Documents, such as structural, tocclianical, laid 'chemicaI tests, tests for air and water pollution, and tests for hazardous materials. § 5:$ The Ownershatl:fiiinish all legal, Insurance and accounting services, including auditing services, that they be iasonably necessary a( any for the Project to meet the Owner's needs and interests. § .5:9 The:Owner shall provide prompt nTitten notice to the Architect i f the Owner becomes aware of any fault or defect in the Project.inctuding errors, omissions or inconsistencies in the Architect's Instruments of Service, § 5.10 $xceptas othertnse provided in this Agreement, or when direct communications hove been specially authorized the Owner shall endeavor to communicate with the Contractor and the Architect's consultants through lite Architect about, matters arising our of or relating to the Contract Documents. *Ilia Owner shall promptly notify the Architect ofany direct communications that may affect the Architect's services. § 5,11 Before executing the Contract for Construction, the Cnvner shall coordinate the Architect's duties and responsibilities set fortis in the Contract for Construction with the Architect's services set forth in this Agreemant. The Owner shall provide the Architect copy of file executed agreement between the Owner and Contractor, including the General Conditions of the Contract for Construction. § 5,12 The Owner shall provide the Architect access to ilia Project site prior to commencement of the Worknnd shall obligate the Contractor to provide the Architect access to the Work wherever it is in preparation or progress. ARTICLE 6 'COST OF THE WORK § 6.1 For purposes of this Agreement, the Cost of the Work shall be the total cost to the Otnher to construct all elements of the Project designed or specified by the Architect and shall include contractors' general conditions costs, overhead and profit. The Cost of the Work does not include the compensation of the Architect, the costs offhc land, rights -of -way, financing, contingencies for changes in the Work or other costs that are the responsibility of the Owner. § 6,2Ilia Oumer's budget for the Cost of the Work is provided in Initial Information, and may be adjusted throughout the Project as required under Sections 5.2,6A and 6.5. Evaluations of the Owner's budget forthe Cost orthe Work, ilia .preliminary estimate of the Cost of the Work and updated estimates of dic Cost orthe Work prepared by the Architect, represent the Architect's judgment as a design professional. it is recognized, however, that neither the Architect nor the Owner has control over the cost of labor, materials or equipment; the Contractor's methods of determining bid prices; or competitive bidding, market or negotiating conditions. Accordingly, the Architect cannot and does not iML AIA Document SIDITM- 2007t(ormody BISV ifrrf. Copyright 91974,1978. My, 1997 and 2007 by The Amedcan lnsfilule OfAlhllects. Ali rights reserved. WARNING: This AIA Document Is protected by U.S. Copyright Law and bnematlanal Tmafius. Unauthorized! reproduction ordistdbuflon of 11 this AfA° Document, or any portion of It, may result In severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under f the law. This Document was produced byAlA software at 12: 11:11 on 0 313 112 016 under Order No. 6205153638_1 which expires on 02'04(2017, and is not for resate. User Notes: (1380146000) warrant or represent that bids or negotiated prices will not vary train the Owner's budget for the Cost of the Work or tram any estimate ofthe Cost of the Work or evaluation prepared or agreed to by ilia Architect. §, 6c3 :1a preparing estimates, of the Cost of Work, Ilia Architect shall be permitted to include contingencies for design, bidding and price escalation; to determine what materials, equipment, component systems and types of construction are to be included in die Contract Documents; to make reasonable adjustments in the program and scope of the Project; and to include in ilia Contract Documents alternate bids as may be necessary to adjust the estimated Cost of the Work to meet the Owner's budget for the Cost of the Work. The Arch itect's estimate of the Cost of the Work shall be based on,current area, volume, or similar conceptual estimating techniques. If the Owner requests detailed cost estimating services,. the Architect shall provide such services as on Additional Service under Article 4. § 6.4 If the Bidding or.Tlegotiation Phase has not commenced within 90 clays after the Architect submits the Coastructionn pootiments to the otnier,, through no fauh ofthe Architect, the Owner's budget for die Cost of die Work shall be adjusted to reflect changes in the general level of prices in the opplicable construction market. § 6.5 If at any time the Architect's estimate of tho Cost of the Work exceeds the Owsier's budget for the Cost of the W.ork,.the Architectshalitnake appropriate recommendations to the Owner to adjust the Project's size, quality or budget for.the Gist of dic Woi'.k, and the Owner shall coopernte with the Architect in making such adjustments. § .6:6117the Owner s.hudgeCfar the Cost of the Work at the conclusion of the Construction Documents PiaseServices is.exceeded .y the lowest bona fide bid or negotiated proposal, the Owner shall .1 give written approval of an increase in the budget for die Cost orthe Work; .2 authorize rebidding or renegotiating of the Project within a reasonable time; 3 terininalem.accordance with Section 9.5; .4 in consultation with the Architect, revise the Project program, scope, or quality as required to reduce the Cost, ofithe Work; or ,5 implement any other mutually acceptable alternative. § 6:7 if [tie Owner ehoggas to proceed under Section 6.6A, the Architect, without additional compensation, shall modify the Construction Documents its necessary to comply with the Owner's budget for the Cost orthe Work at lire conclusion of the Construction Documents Phase Services, or the budget as adjusted under Section 6.6.1.1he Architect's modification of the Construction Documents shall be the limit of the Architect's responsibility under this Article G. ARTICLE 7 COPYRIGHTS AND LICENSES § 7,1 The Architect and the Owner warrant [lint In transmitting instruments of Service, or any other information, the transmitting party is the copyright owner of such information or has permission from the copyright owner tolransntit such infnnuation for its use on the Project. If the Owner and Architect intend to transmit Instruments ofService or any other information or dOCtnnentati6n in digital form, they shall endeavor to establish necessary protocols governing such transmissions § 7.2 The Architect and the Architect's consultants shall be deemed ilia authors and owners of their respective [rtstcumeuts ofServicc,.inciudiiigthe Drawings and Specifications, and shall retain nil common law, statutory and other reserved rights, including copyrights. Submission or distribution of Instruments of Service to meet official regulatory requirements or for similar purposes in connection with ilia Project is not to be construed as publication in derogation of the reserved rights of the Architect and the Architect's consultunts. § 7.3 Upon execution of this Agreement, the Architect grants to the Owner a nonexclusive license to use the Architect's Instruments of Service solely and exclusively for purposes of constructing, using, maintaining, altering and adding to the Project, provided that the Owner substantially performs its obligations, including prompt payment of all ruins when dune, under this Agrecment. The Architect shall obtain similar nonexclusive licenses from the Architect's consultants consistent with this Agreonenl.111e license granted under this section permits tine Owner to authorize the Contractor, Subcontractors, Sub - subcontractors, and material or equipment suppliers, as wall as ilia Owner's consultants and separate contractors, to reproduce applicable portions of ilia Instruments of Service solely and exclusively for use in performing services or construction for the Project. I filia Architect rightfully terminates this Agreement for cause as provided in Section 9.4, the license granted in this Section 7.3 shall terminate. AIA Document D101TM -2007 tormady 8161 { °- 1997}. COpyriBhtG 1074, 1978, 1087, 1997 nnd2007 by The American fns8luto ofAichitacls. All rights halt. reserved. WARNING: Tide MA � Document Is protected by U.S. Copyright Law slid laomalional Trestles. Unauthorized repmduoilon or dishlbutlon of 12 this Ale eocumant, or any portion of h, may result In severe civil and crhnbral penalties, and will be prosocutod to lho maximumextent possible under ! the law. This documentwas modoced byAlA sofhvare at 12:11M on 03/31/2016 under Order NO. 6209153638_1 which expirasai 02;04kot7, and Isnot for resale. User Notes: (1389148098) § 7.3.1 In the event the Owner uses the Instruments of Service without retaining tyre author of the instruments of Service, the Owner releases the Architect and Architect's consultant(s) from all claims and causes of action arising from silch uses. Tho0wner, to the extent permitted by law, further agrees to indemnify and hold harmless the Architect and its consultants from all costs and expenses, including the.cost of defense, related to claims and causes of actibWasserted by any third persoir'or entity to the extent such costs and expenses arise from the Owner's use of the instruments of Service under this Section 7.3.1. The terms ofthis Section 7.3.1 shall not apply if the Owner rightfully terinihates this Agreement for cause under Section 9.4. § 7.4 Except for the licenses granted in this Article 7, no other license or right shall be deemed granted or implied uhder this Agicement.'Tfie Owner shall not assign, delegate, sublicense, pledge or otherwise transfer any license granted herein to an thei. party without the prior written agreement of the Architect. Any unauthorized use of life Insfrunienfs of Scrvi$e shall be tit the Owner's sole risk and without liability to the Architect and the Architect's consultants. ARTICLE 8 CLAIMS AND DISPUTES § 8:1 GENERAL The Owner and Aicliitect shall commence all ciaims.'and causes of action, whether in contract, tort, a otherwise, u -ams"I a other arising out of or related to ibis Agreement in acwrdance with the rcquircmeNS of the metkiod ofbmding dispute resolution selected in this Agreemelt within rho period specified by applicable Imv; but in any'case not I note than(;10,years after the date ofSubstanlial Completion of Use Work. The Owner and Architect %naive all claims and causes of action not commenced in accordance with this Section Sa.I. 6. 8.1,2 To the extent damages are covered by property insurance, the Owner and Architect waive all rights against each othernitd against tl econtractors, consultants, agents and employees of the other for damages, except such rights as they may have to the proceeds of such insurance as set forth in AIA Document A201-2007, General Conditions of the Co.ngact for Consiiuotion. The Owner or the Architect; as appropriate, shall require of the contractors, consultants, agents and employees of anypfthem similar waivers in favor of the other parties enumerated herein. § 81: 3TIi eArchitect; andOwnerwaiveconsequentialdamagesforclaims, disputesorothermattersinquestionarising out Of ijit,. relating to this Agrcensent. This mutual waiver is applicable, without limitation, to all consequential damages due'to e' Iher party's tem»natimt.ofthis Agreement, except as specifically provided in Section 9.7. § &2 MEDIATION ' § 611 Any claim, dispute or other platter in question arising out of or related to this Agreement shall be subject to medidion as a condition preeedeutto binding dispute resolution. if such matter relates to or is the subject ofalien arising out ofihe Architect's services, the Architect may proceed in accordance with applicable taw to comply wi01 the lien;notiec or filing deadlines prior to resolution of the matter by mediation or by binding dispute resolution. § 8:2.2 The Owner and Architect shall endeavor to resolve claims, disputes and other matters in question between them by mediation which, unless the parties mutually agree otherwise, shall be administered by the American Arbitration Association in accordance with its Construction industry Mediation Procedures in effect on [tic date of the Agreement. A request for mediation shall be matte in writing,.delivered to the other party to the Agreement, and filed with,the person or entity administering die mediation. The request may be made concurrently with the Filing of a complaint or, other appropriate demand for binding dispute resolution but, in such event, mediation shall proceed in advance of bidding dispute resolution proceedings, which shall be stayed pending iediation for a period of 60 days From the date of filing; unless stayed for a longer period by agreement of the parties or court order, if an arbitration proceeding is stayed pursuant to this section, the parties may nonetheless proceed to the selection of the arbi(rator(s) and agree upon a schedule for later proceedings. § 8.213 The parties shall share the mediator's fee and any filing fees equally.'fhe modiatiori shall be held in the place where the Project is located, unless another location is mutually agreed upon. Agreements reached in mediation shall be enforceable as settlement agreements in any court having jurisdiction (hereof. § 8.2.4 if the parties do not resolve a dispute through mediation pursuantto this Section 8.2, the method of binding dispute resolution shall be the following: AIA Document 8101`" — 2001 rormorly BlSi ^ — 1997). Copyright ®1974, 1978, 1887, 1997 and 2007 by The American Institute of ArcMtects. All rights Init. reserved. WARNING: This AIA' Document is protected by U.S. copyright law and International Treaties. Unauthorized reproduction or distribution of this AtAa Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximmnextanl possible under 13 f the law. This documentwas produced by AIA software at 1211:11 on 03131!2016 under Order No.5205153638_I which expires on 02/O40V, and Is not for resale. User Notes:. (1300148090) (Check the appropriate box. /'tire Ouvrer and Architect do flat select a uiefhodofbhtding dispute i•esofrition belma, or do trot subsequently agree fit iprithig to a binding dispute resohufan method other than fidgation, rile displde udll be, resolved in a court ofcompetent jfirlsdiction) [ X j Arbitration pursuant to Section 8.3 of this Agreement [ I Litigation in a court of competent jurisdiction ( ], Other (Specify) 9..0.0 AK7al i KAI IUN ... Iftlteparties have selected arbitration as the method for binding dispute resolution in this Agreemen6any claim, dispute or other nmtterin question arising out of or related to this Agreement subject tq but not resohred by, m'ediafion hall be subject to arbitration which; unless the.parties mutually agree otherwise, shall be adminis tired by the Aluercan Arbitration Association in accordance with its Construction Industry Arbitration Rules in efled on the date of this Agreement A demand Far arbitration shall be made in writing, delivered to the odtcr party to this Agreement, and'tied with the person or entity administering the arbitration. § 8,311.7 A demand for arbitration shall be madeno earlier than concurrently with the filing of request foriaediation, but in no event shall it'be made;ntier the date when the institution of legal or equitable proceedings based on the claim, dispute or other natter in question would be barred by the applicable statute of limitations. For statute of limitations putposes, receipt oft written demand for arbitration by the person or entity administering the arbitration shall constitute the institution of legal or equitable proceedings based on the claim, dispute or other matter in question. § 8 3.2 The foregoing agreement to arbitrate and other agreements to arbitrate with an additional person or entity duly colisehted:to by parties to this Agreement shall be specifically enforceable in accordance with applicable law in any court having jurisdiction' thereof. § 813;3 The award rendered by the arbitrator(s)shall be final, and judgment may be entered upon it in accordance with applicable lain in any 'ebUrthaving jurisdiction thereof.' § 18.3A GONSOLIOATION OR JOINDER § 8.3.4:1 Either party, of its sole discretion, may consolidate nn arbitration conducted under this Agreement with any other arbitration to which if is a party provided that (1) the arbitration agreement governing the other arbitration permits' consolidation; (2) the arbitrations to be consolidated substantially involve common questions of law or fact; and (3) the arbitrations employ materially similar procedural rules and methods for selecting arbitrator(s). § 8.14.2 Either party, at . its sole discretion, may include byjoinder persons or entities substantially involved in a common question of law or fact whose presence is required ifcompletc relief is to be accorded in arbitration, provided that tlic party sought to Uejoined consents in writing to suds joinder. Consent to arbitration involving an additional person or entity shall not:.coiistittite consent to arbitration ofany claim, dispute or other matter in question not described it the written consent. § 8.3,4.3 The Owner and Architect grant to any person or entity made a party to an.arbitration conducted under this Section 8.3, whether by joinder or consolidation, the same rights of joinder and consolidation as the Owner mid Architect under this Agreement. ARTICLE 9 TERMINATION OR SUSPENSION § 91 If the Owner fails to make payments to the Architect in accordance with this Agreement, such failure shall be considered substantial nonperformanco and cause for termination or, at the Architect's option, cause for suspension of performance of services under this Ageement. tf the Architect elects to suspend services, the Architect shall give seven days' written notice to the Owner before suspending services. In the event of a suspension of services, the Architect shall have no liability to the Owner for delay or damage caused the Owner because of such suspension of services. Before resuming services, the Architect shall be paid all sums due prior to suspension and any expenses AIA comment 8101'" -2007 formerly 6151' °�- 1997). Copyright ® 1974, 1978, 1987,1997 and 2007byThe American lnst1ulaofArchilects. All rights Init. reserved. WARNING: This AIA� nocument is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduiunn or disllibution of 14 this Me Document, orany portion of it, may result9n severe civil and criminal penalties, and will be prosecuted to tine maximum extent possible under t the law. This documentwas produced byAlA software at 12:11:11 on 03131/20% under Order No.6205153636_i which expires on 021048017. and is notfor resale. User Notes: (1380140000) incurred in the interruption mud resumption of the Architect's services,'I'he Architect's fees for the remaining services and the time schedules shall be equitably adjusted, § 9:21fthe Owner suspends the Project, the Architect shall be compensated for services performed prior to notice of such suspension. When the Project is resumed, the Architect shall be compensated for expenses incurred in the interruption and resumption of the Architect's services. The Architect's ices for the remaining services find the lime schedules shall be equitably adjusted. § 9.3 if the Owner suspends the Project ror more than 90 cumulative days for reasons other than the fault ofthe Architecr, the Architectpiay terminate this Agreement by giving not less than seven days' written notice. § 9,4 Either party may terminate this Agreement upon not less than seven clays' written notice should the other party fait substantially to perform in accordance with the terns of this Agreement through no fault of file party initialing the lemminatiom, 9.5 The Owner may terminate this Agreement upon not less than seven days' %%Tittcn notice to the Archilecl for the Owner's convenience and without cause. § 9.6 hr the event of termination not the fault of the Architect, the Architect shall be compensated for services performed prior to termination, together with Reimbursable Expenses then due and all Termination E>penses as defined in 9coUcin 9.1 :. § 9.7 Termination Expenses are in addition to compensation for the Architect's services and include expenses directly attributable to tgnnination,for which the Architect is not otherwise compensated, plus an amount for the Architect's anticipated ptofif on the value of the services not performed by time Architect. § 9;8 TheOwner's rigfits'to;imse the Architect's Instruments of Service in the event of termination of this Agreement are.setforth in Article 7. and Section 11.9. ARTICLE 10 . MISCELLANEOUS PROVISIONS § 10.4 Tnis Agreement shall be governed by the law ofthe place where the Project is located, except that if the parties have selected arbitfafion'as the method of binding dispute resolution, the rederat Arbilmlion Act shall govem Section § 10.2 Teats in this AgreemenI shall have the same meaning as those in A I A Document A201 -2007, Gen cral Conditions of the Contract for Construction. § 10.3 °Ate Owner and Architect, "respectively, bind themselves, their agents, successors, assigns and legal representatives to this Agreement. Neither the Owner not the Architect shall assign this Agreement without the written ,consent orthe other, except that the Owner may assign this Agreement to a lender providing financing for the Project if the lender agrees to assume the Owner's rights and obligations under this Agreement. § 114Ifthe Owner regfmsls the Architect to execute certificates, the proposed language of such certificates shall be submitted to the Architect for review at least 14 days prior to the requested dates of execution. If the Ownerrequests the Architect to execute consents reasonably required to facilitate assignment to a lender, the Architect shall execute all such consents that are consistent with this Agreement, provided the proposed consent is submitted to tile Arch itrrot for review at least 14 days prior to execution. Ilie Architect shall not be required to execute certificates or consents that would require knowledge, services or responsibilities beyond the scope of this Agreement. § 10.5 Nothing contained in this Agreement shall create a contractual relationship with or a cause oraction in favor of a third party against either the Owner or Architect. § 10.6 Unless otherwise required in this Agreement, the Architect shall have no responsibility For the discovery, presence, handling, removal or disposal of, or exposure of persons to, hazardous materials or toxic substances in any form at the Project site. AIA Document 6161TM — 2007'fformerly 61ST' — 1997). Copytighi ®1974, 1978, 19,87, 1097 and 2007 by The American Institute of Mhilects. All rights Init. reserved. WARNING: This AIAY' Document is protected by U.S. copyright Law and internalionnl Troatias. Unauthorized reprodudlon ordlstributlon of 15 Ibis AIA` Document, or any porlimt or It, may result in severe civil and criminal peeattles, and will bo pmseculed to tha maxbnomextant possible under y the law. This documantwas produced by AlAsofbvarea t12: 11: 11 on 0 3 /3112 0 /6 under Order No.02e61636381 whtchexplres on 0210412017, and is not for resale. User NDlos: (1360148690) § 10.7'fhe Architect shall have the right to include photographic or artistic representations of the design of the Project alpong the Architect's promotional and professional materials. The Architect shall be given reasonable access to the oompleted Project to make such representations. However, the Architect's materinls shall not include the Owner's confidential or proprietary information ifthc Owner has previously advised the Architect in writing of the specific fnf ir6kion considered by the Owner to be confidential or proprietary. The Owner shall provide professional credit for Ute Architect in the Owner's promotional materials for the Project. § INS If the Architect or Owner receives information specifically designated by the other party as "confidential" or "business. proprietary," lice receiving party shall keep such information strictly confidential and shall not disclose it to any other person exceptto (1) its employees, (2) those who need to know the content of such information in order to perform services or construction solely and exclusively for the Project, or (3) its consultants and contractors whose contracts include similar restrictions on the use of confidential information. ARTICLE 11 COMPENSATION § 11.1 i:or Ella Architecfi Basic Services described under Article 3, the Owner shall compensate the Architect as follows: (jniert aniouttt of of boars for, compensation) Stipulated sum of scvempercent (7 %) of the cost of the work. § 11;2tor Addrtioaa! Servicesesignated in Section 4. 1, the Owner shat[ compensate the Architect as follows; (litert antDrini of or, basis for, compensation. # necessaiy, list specrffc services to lilticli par(tcutal• methods of compensation apply.) Negotiated stipulated sum. § 11:3 For Additional Servi6mthat may arise during the course of the Project, including those tinder Section 4.3, the Owner shall compensate the Architect as follows: (tnse7v airlount of or basisfo; compensation.) 4-2J and :4 2.2 Pro gramnlingand Site Evaluation and Planning (Master Planning) Stipulated sum ofsitteen:dtousand five hundred dollars ($16,500.00). § .11.4 Compensation for Additional Services of the Architect's consultants when not included in Section 11.2 or t 1.3, shall be the amount nvoiced to the Architect plus percent( %a), or as otherwise stated below: Negotiated stipulated sum. § 11.5 Where. compensation for Basic' Services.is.based on a stipulated sum or percentage of the Cost ofthelVork, the compensation for each phase of services shall be as follows: Schematic Design Phase twenty-five percent ( 25 %) Design Development Phase twenty -five percent { 25 %) Construction Documents twenty -five percent { 25 %) Please Bidding or Negotiation Phase five percent ( 5 " /o) Construction Phase twenty percent ( 20 %) Total Basic Compensation one Hundred percent ( 100 ° /a) § 11.6 Mich compensation is based oil a percentage ofthd Cost of the Workand any portions of the Project are deleted or otherwise not constructed, compensation for those portions of the Project shall be payable to the extent services are performed on those portions, in accordance with the schedule set forth in Section 11.5 based on (1) the lowest ball Me bid or negotiated proposal, or (2) if no such bid or proposal is received, the most recent estimate of the Cost of the Work for such portions of the Project. Tile Architect shall be entitled to compensation in accordance with (his Agreement for all services perforated whether or not the Construction Phase is commenced. AIA Docummlt 81011- —2007 �tormeriy ni81T° — 19971. Copyright ®1974, 1978,1987. 1997 and 2007 by The American Institute of Architects. Ali rights Init. reserved. WARNING: This AIA Document is protected by U.B. copyright taw and tntematlonal Treatios. Unauthorixod reproduction or dislNbuuon of 16 this AIA° Document, orally portion of a, may result In severe civil and criminal penalties, and will be prosecuted to the mxOnum extent possible mldef t the law. This document was produced byAlA Software at 12:11:11 on 03131/2016 under Order No.620515303a 1 which expires on 09002017, and Is not for resale. User Notes: (1380148090) § 11.7 The hourly billing rates for services of the Architect and the Architect's consultants, if any, are set forth below. 'File rates shall be adjusted in accordance with the Architect's and Architect's consultants' normal review p ictices. .0al7plicable, attach air exhibit ofboru'ly billing ralav at, hiserl tbenl below) (J'ab'le.deleted) Sgc Attached Exhibit C §.11.8 COMPENSATION FOR REIMBURSABLE EXPENSES '§ 11,81 Reimbursable Expenses are in addition to compensation for Basic and Additional Services and include expenses incurred by the Architect and the Architect's consultants directly rallied to the Project, as follows: .1 'transportation and authorized out -of -town travel and subsistence; .2 Long distance services, dedicated data and communication services, teleconferences, Project Web sites, and extrancts; 3 Fees paid for securing approval of authorities having jurisdiction over the Project; .4 Printing; reproductions, plots, standard form documents; .5 Postaeebandling and delivery; .4 ExpenI a of ok'erifnte work requiring higher than regular rates, if authorized in advance by thaOwncr, 7 Renderings, models, mock -ups, professional photography, and presentation materials requested by the 8 AicliitecfS,Eonsultant's expense of professional liability insurance dedicated exclusively to this Project,: orke:expense ofadditional insurance coverage or limits if the Outer requests such insurance ih exc} is of thal,norrnally carried by the Architect's consultants; 9 All.taxesilavied on professional services and on reimbursable expenses; .10 Sito office expenses; and .11 Other similar Project- related expenditures. § 11.8.2 For Reimbursable Expenses the compensation shall be the expenses incurred by the Architect and the Architect's consultants plus five percent ( 5 %) of the expenses incurred. § 11.8.3.Arcltitect will: coordinate and provide site survey as a reimbursable expense for the stipulated suns of eight thousand sc4cn hundred fstiy mid 001100 dollars (58,750.00). § 91.8:4 ArchlleM it7U`coordinate and provide geotechnical investigation as areimbursable expense for the stipulated sum of five ttibuindu tiine'tiundred hVeniy-nyo and 00 /100 dollars ($5,922.00). § 11.9 COMPENSATION.: FOR USE OF ARCHITECT'S INSTRUMENTS OF SERVICE If the O+i'tier. ferininales the Architect for its convenience under Section 9,5, or the Architect terminates this Agreement under Section 9.3, the Owner shall pay a licensing fee as compensation for the Owner's continued use of the A thitect's Instruments ofService solely for purposes orcompleting, using and maintaining the Project as follows: Not Applicable § 11.10 PAYMENTS TO THE ARCHITECT (Paiag wph deleted) § 11.10.2 1- hiless otherwise agreed, payments for services shall be made monthly in proportion to services performed. Payments are dice land payable upon presentation of the Architect's invoice. Amounts unfold forty -five (45 ) days after the invoice data shall bear interest at the rate entered below, or in the absence thercofat die legal rateprevailing from time to time at the principal place of business of the Architect. i (Insert rate of inotrthly or annual interest agi eed upon.) § 11.10,3 The Owner shalt not withhold amounts from ilia Architect's compcnsntion to impose ti pcnatty or liquidated damages on the Architect, or to offset sums requested by or paid to contractors for ilia cost of chmtges in the Work unless the Architect agrees or fins been found liable Car the amounts in a binding dispute resolution proceeding. § 11.10.4 Records of Reimbursable Expenses, expenses pertaining to Additional Services, and services performed oft the basis of hourly rates shall be available to the Owner at mutually convenient times. A1ADOtument I1101- -2007 formpdy 81511 -- 1997). Copyright ®1974,1978, 1987, 1997 and 2007 by The American Institute olArchltects. All rights hill. reserved. WARNING: This A1AV' Document Is protected by U.S. Copyright Law and International Treaties. Unauthorized roprodudlon or distribution of 17 ills Ale Document$ or any portion of It, may result In severe civil and criminal ponaftles, and will he prosecuted to the maximmn"lent possible under i the law. This document was produced by ALA software at 12:11:11 on 03QU201e under Order No.52051530381 which expires on 0 210 4120 /7, and is not for resale. User Notes:. (1300148090) ARTICLE 12 SPECIAL TERMS AND CONDITIONS Special terms and conditions that modify this Agreement are as follows: ARTICLE 13 SCOPE OF THE AGREEMENT § 13.1 This Agreement represents the entire and integrated agreement between the Owner and the Architect and supersedes all prior negotiations, representations or agreements, either written or omL. This Agreement may be amended only by written instrument signed by both Owner and Architect. § 13.2 This Agreement is comprised of the following documents listed below: .1 AIA Document B10I V4 -2007, Standard Form Agreement Between Owner and Architect .2 AIA Document E201Tht -2007, Digital Data Protocol Exhibit, if completed, or the fallowing: .3 Other documents: (List other documents, ifany, including ErhibitA, Initial h formation, and additional scopes ofselvice, if any, forming part of the Agreement.) Exhibit A, Initial Information Exhibit B, GH2 Architects Standard Hourly Rates Exhibit C, Certificate's of Liability Insurance This Agreement entered into as of the day and year first writt �= ! L ic-U (Ngnature) Julie Lombardi City Attorney (Printed name and title) AIA Document 8101TM -2007 formerly D151TM- 19971. Copyright ®1974, 1978, 1987, 1997 and 2007 by The American Institute of Architects. Alt rights [nit. reserved. WARNING: This AIA' Document Is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this Ale Document, or any potion of It, may result in severe civil and criminal penalties, and will be presectded to the maximumextent possible under 18 t the law. This document was produced by AIA software at 14:46:52 on 08131/2016 under Order No.6205153638 1 which expires on 02104 12017, and Is not for resale. User Notes: (1647760895) TN Document D101 - 2007 Exhibit A Initial information forthe following PROJECT: ( Narne and location or address) { Owasso Festival Market Place on Main THE OWNER, (Monte, legal status and address) City of Owasso Oklahoma 111 North Main Street Owasso, OK 74055 THE ARCHITECT: (Nance, legal staters and address) GH2 Architects, LLC 320 South Boston Avenue; Suite 100 Tulsa, OK 74103 This Agreement is based on the following information. (Note the dispbsf /ion for lire foflmvitrg items by inserting Ilia requested h ja mrdlon or a statentetu such as "not applicable," r4ntknolwt at title ofevecirtion "or "to be deferniirred later by nmtual agreement. ) ARTICLE A,1 PROJECT'INFORMATION § A.1.111te Owner's program for the Project: (identify documentation or state the manner in which lire prograin will he developed.) Refer to Attachment "I ", Request for Qualifications for Professional Services for Architecture and Engineering for Owasso Festival Market Place on Main dated 11. 18.20 t 5 § A.1.2The Project's physical characteristics: (ldentif,or•describe, ifapproprirlle, size, location, dinnensions, at- otherlxrtineirn informolion, such as geoteoludeal reports: site, boundary and lopagraphic surveys; traffic after ritility studies; availability ofpublic and privale utilities and seri-ices; legal description ofthe sife etc.) Refer to Attachment "I ", Request for Qualifications for Professional Services for f Architecture and Engineering for Owasso Festival Market Place on Main dated 11. 18.2015 § AA.3 The Owner's budget for the Cost of the Work, as defined in Section G.1: (Provide total, and ifknomv, a line ifenr break down.) To Be Determined § AAA The Owner's other anticipated scheduling information, if any, not provided in Section 13: ADDITIONS AND DELETIONS: The author of this document has added information needed for its completion. The author may also have revised the text of the original AIA standard farm. An Additions and Deletions Repod that notes added Information as well as revisions to the standard form lard is available from the author and should be reviewed. A vertical line in the left margin of this document indicates where the author has added necessary information and where the author has added to or deleted from the original AIA text. This document has important legal consequences. Consultation with an attorney is encouraged w8h respect to Its completion or modification. InIt ATADocumonl E101^' -2007 Exhibit A Copyright ®1974, 1978, 1887.1947 and 2007 by ThoAmerloon lnsWule of Architects. All rights roserved.WARNING: Tins AIA''' Document Is protected by U.a, Copyright Law and lntemational Troolles. Unauthorized reproduction or distribution of thl: AW Document. 1 or any portion of it, may result in severe civil and criminal panaf des, a nd will he prosecuted to the maximum extent possible colder the law. This y document was produced by AlA soaworo at 12.-17 :58 on 0313112016 under O der No.620515363a l which expires on 0716412017. and b; not for resole. User Notes: (724726665) To Be Determined § A.1.5 The Owner intends the following procurement or delivery method for the Project: (identify method such as competitive bid negotiated contract, or construction ntanogenlant) To Be Determined § A.1.6 Other Project information: (identify special characteristics or needs of fhe Project not provided elsenvhere, such as environmentally responsible design or historic preservation requiremens.) ARTICLE A;2 PROJECT TEAM § A.2.1 The OwneridentiGes the following representative in accordance with Section 5.3: (List natne, address and other information) Mr. John Peary City of Owasso 111 North Main Street Owasso, OK 74055 § A.2;2 The persons or entities; in addition to the Owner's representative, who are required to review the Architect's submittals to the Owner are as follows: (List name, address and other information.) § A,2,3 The Owner will retain the following consultants and contractors: (List discipthte:arid ifknoitvt, identify them by name and adrb ess.) § A,2.4 The Architect identifies the following representative in accordance with Section 23: (List name, address and other irrforotation) Michael Ball, AIA Oi•12 Architects, LLC 320 S. Boston Avenue, Suite 100 Tulsa, OK 74103 § A.2,51'hc Architect will retain the consultants ideauiffed in Sections A.2.5,1 and 13.2.5.2, (List discipline and, tfknown, ide tfjt them fiv name, legal Status, address and ether it fornuuion.) § A.2.5.1 Consultants retained under Basic Services: .1 (Poragraplrs deleted) Structural. Mechanical and Electrical Engineer CEC infrastructure Solutions 4617 E. 91n Street South 'I'ulst, OK 74137 fait. AIA Document Billl " -2007 Exhibit A. Copyright (i) 1974,1976. 1967,1997 and 2007 by The American btsillum a? Architects. Alldghtsmsoread. WARNING; This AIA` Document is protected by U.S. copyright taw and inlamatlonai Treaties. Nmuthadzed reproduction or distribution of this All'' Uocumunl. 2 or any portion of it, may result in severe eiva and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This t document was produced by ALA software at 12:17:56 on 0313 7@816 under Order No.620515363k I which oxpires on 0210412017• and is awl for rosole. User Notes: (724720865) § A.2.52 Consultants retained under Additional Services: 1. Civil Engineer CEC Infrastructure Solutions 4617 E. 91" Street South Tulsa, OK 74137 §. A,2.6 Other Initial Information on which the Agreement is based: (Provide ofhei• brifial h jo37Nalioll.) AIA Document 8101 ^ — 2007 Exhibit A. Copyright 01874, 1878. 1887, 1087 and 2007 by The Ametican (mlitule of Architects. All rights reserved. WARNING: Init. This AIA` Document Is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AA° Document. 3 Or any portion of It, may resin In severe civil and crtminal penalties, and will be prosecuted to tire nunimum extent passible under the taut. This f document was produced by AIA software at 12:17:58 on 03(3112016 under Order No.620S 153638 1 which expires on 02/04/2017, and Ism, for resale. User Notes: (724725865) CIIAZARCHITECTS Design. Service. Solutions. STANDARD HOURLY RATES: 11112016-1213112016 Principal Architect J Specialty Practice Leader $` 199.00 Associate Principal 1 Sr. Project Manager ! Sr. Architect $167.00 Architect 111 $ 145.00 Architect II $ 135.00 Architect 1 $ 118.00 Principal Expert Witness! Litigation Assistance $ 237.00 Sr. Architect Expert Witness 1 Litigation Assistance $ 231.00 Interior Designer Ill $ 135.00 Interior Designer 11 $ 126:00 Interior Designer 1 $ 109.00 Landscape Architect III $135.00 Landscape Architect 11 $ 126.00 Landscape Architect 1 $ 109.00 Landscape Designer 1 $ 95.00 Construction Cost Specialist $ 109.00 Intern III $ 109.00 Intern 11 $ 103.00 Intern 1 $ 96.00 Draftsman 111 $ 109.00 Draftsman II $ 103.00 Draftsman 1 $ 96,00 Administrative $ 77.00 Clerical $ 66.00 EXHIBIT B M Sontr. 91,slou, 5.4, 1M W, Gktanomo 7x03 tai 9te.S3 ?.G53 • r'o..3!5.5gi.035J • GNT f.GM a v: e:wrr ron�: va .:r e:e: a4veontrz,.ue REAL People • REAL Character• REAL CommuNty TO: The Honorable Mayor and City Council City of Owasso FROM: Larry Langford Director of Recreation and Culture SUBJECT: Sports Park Parking Lot and Roadway Project Acceptance and Final Payment DATE: March 16, 2018 PROPOSED ACTION: Staff is seeking acceptance of the completed Sports Park Parking Lot and Roadway Project and authorization for final payment to Ground Level. 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 or renovate parking lots and roads at the Owasso Sports Park. On March 21, 2017, following the required advertisement for bids, the City Council awarded a contract to Ground Level in the amount of $682,747.45 for the construction of the Sports Park Project to include: • Surface repair of the existing parking lot at the North Sports Park; • Surface repair to the north entrance road; • Grading and preparation of base for new parking lot at the South Sports Park located east of the newest baseball four -plex; • Expansion and grading of existing gravel parking lot in the South Sports Park located south of the large 365' baseball field; • Striping of parking lots and north entrance roadway. The City entered into an Inter -local Agreement with Tulsa County for assistance in the completion of the parking lot and roadway improvements, more specifically, the use of County labor and equipment for the paving portion of the project. FINAL INSPECTION: Ground Level completed all required work identified within the construction contract, with an underrun of $46,780.05, resulting in a final contract amount of $635,967.40. Final inspection of project revealed all standards for acceptance have been met. FUNDING: Funds for the project are from the excess Vision 2025 sales tax collected by Tulsa County. RECOMMENDATION: Staff recommends acceptance of the Sports Park Parking Lot and Roadway Project and authorization to issue final payment to Ground Level in the amount of $40,889.89. ATTACHMENT: Final Pay Application feq 2oI�015S PO a(M0130 APPLI CATIONAN DCERTI FICATEFO RPAYM ENT AIADOCUMENTG702 TO (City of Owasso): FROM(Ground Level LLC) PAGEIOF PAGES APPLICATION N .: 7 -FINAL Distribution to: _OWNER PERIODTO:2 /15/2018 ARCHITECT _CONTRACTOR KA# INSPECTOR CONTRACTFOR: Sports Park Parking CONTRACTDATE March 21, 2017 PAYMENT •'D "tik ChangeOrdersapprdvedinpreviousm onthsbyOwner TOTAL 6ADDITIONS s - :DEDUCTIONS - ApprovedthisMonth 2.NetchangebyChangeOrders ...... ............................... $ 3.CONTRACTSUM TO DATE(Une 1+2) ....................... Number DateA proved $ 635 967.40 (ColumnGonG702) TOTALS 5. RETAINAGE: NetchangebyChangeOrders Th eu ndersignedContractorcertlfiesthattothebestoftheContractoesknowledge, infonnationand belief,the Work covered bythis Application for payment Stateof:OKL,,- kc'Y,,. . Countyof /VCG.+iZs Subscribedandswomtobeforemethis ly'(.�dayof �.UL(? / �/� ,20NotaryPubl{'c: MyCommissionezpires: (cJ- 2-i l o! L�W^C'`='",' ��w�.--=- �-+HSOH29e `s oF��UG Pao ..�Ofnmaa��3 Appl icatio nismadeforPayment,asshown, i ncon nectionwhhtheContract .ContinuationSheet,AIADo cumentG702, isattached. CERTI FICATEFORPAYMENT Inaccordance d,thequality oftheWorklsinacwrdancewiththeContractDocuments ,andtheContractoris Date: TheAMOU NTCERTIFI EDispayableonlytotheContractomamedherein. Issuance,paymentand accept anceofpaymentarewithoutpmjudimtoanyrightsoftheOwnerorCoi townderthisContraC. AMOUNTCERTIFIED.................... ................ ...................... $40.889.89 ( AttachexplanationifemountcertifieddiSersfmmtheamountappliedfor .) 1. ORIGINAL CONTRACTSUM ........ ............................... $ 682 747.45 2.NetchangebyChangeOrders ...... ............................... $ 3.CONTRACTSUM TO DATE(Une 1+2) ....................... $ 682.74_7.46 G 4. TOTAL COMPLETED &STORED TODATE ............... $ 635 967.40 (ColumnGonG702) 5. RETAINAGE: a. 5 ' /oofCompletedWOrk$ _(ColumnD +E) b. 5 %ofStored Material $ (ColumnFonG703) TotaiRetainage (Une5a +5bor TotalinColumnlofG702 ........... ............................... $ 1 6. TOTALEARNEDLESSRETAINAGE ...........................: $ 5s5.o77.5a (Line4lessLine5Total) 7.LESS PREVIOUS CERTIFICATES FOR PAYMENT( Line6hnmpriorCer 'Jflcate) .................... $ 595 077.54 B. CURRENTPAYMENTDUE .............. ............................... $ ao 9.BALANCETOFINISH,PLUS RETAINAGE .............. $ 46.780.05 ' CERTI FICATEFORPAYMENT Inaccordance d,thequality oftheWorklsinacwrdancewiththeContractDocuments ,andtheContractoris Date: TheAMOU NTCERTIFI EDispayableonlytotheContractomamedherein. Issuance,paymentand accept anceofpaymentarewithoutpmjudimtoanyrightsoftheOwnerorCoi townderthisContraC. AMOUNTCERTIFIED.................... ................ ...................... $40.889.89 ( AttachexplanationifemountcertifieddiSersfmmtheamountappliedfor .) CONTINUATION SHEET Subcontract Amount B App'n o inv No Period To App' Contract Date GC Project No E $ 682,747.45 G 7 -FIN 1/10/2018 A B C D E F G H Work Completed teria Total Completed % Balance No Description of Work Unit CITY Q Unit Price Scheduled tore and Stored to (G {C) To Finish Pre. This Period Value App'n in (D +E+F) (C -G) Retainage QTY Value t 1 Type 1 Repair SY 58 $ 95.00 $ 5,510.00 $ 9,562.70 174% -$4,052.70 $ 478.14 2 Type 2 Repair BY 418 $ 90.00 $ 37,620.00 89.00 $ 8,010.00 $ 39,517.20 105% - $1,897.20 $ 1,975.85 3 Fog Seal BY 55251$ 2.25 $ 12,431.25 5,525.00 $ 12,431.25 100% $0.00 $ 621.56 4 Crack Seal LF 175501 $ 0.98 $ 17,199.00 17,550.00 $ 17,199.00 100% $0.00 $ 859.95 5 4" Thermoplastic W Striping LF 42299 $ 1.10 $ 46,528.90 41,543.00 $ 45,697.30 98% $832.60 $ 2,284.87 6 4" Thermoplastic Y Striping LF 5650 $ 1.10 $ 6,215.00 5,427.00 $ 5,969.70 96% $245.30 $ 298.48 7 6" Thermoplastic W Striping LF 10689 $ 1.35 $ 14,430.15 18,520.00 $ 25,002.00 173% - $10,571.85 $ 1,250.10 8 ' Thermoplastic W Diagonal Stripi LF 6966 $ 2.65 $ 18,459.90 $ - 0% $18,459.90 9 "Thermoplastic Y Diagonal Stripir LF 60 $ 1.70 $ 102.00 $ - 0% $102.00 10 V Thermoplastic Handicap Symbo EA 63 $ 110.00 $ 6,930.00 64.00 6.00 $ 660.00 $ 7,700.00 1119/ - $770.00 $ 3B5.00 11 24" Thermoplastic W Stop Bar LF 40 '$ 1100 $ 480.00 40.00 $ 480.00 100% $0.00 $ 24.00 12 W Thermoplastic Turn Arrow EA 4 $ 175.00 $ 700.00 2.00 $ 350.00 50% $350.00 13 2" W Thermo Speed Hump Arro EA 21$ 175.00 $ 350.00 2.00 $ 350.00 -$ 350.00 100% $0.00 "Agg "A" 1 $ 47,880.00 $ 47,880.00 100% $0.00 $ 2,394.00 14 Compacted 4 Base Type SY 133001 $ 3.60 $0.00 $ 929.25 15 Compacted 6 "Agg Base Type "A" SY 1 29501$ 6.30 $ 18,585.00 $ 18,585.00 100% $ 800.00 16 aring and Grubbing, Debris Dispo LS 1 $ 16,000.00 1 $ 16,000.00 $ 16,000.00 10D% $0.00 17 Unclasslfied Earthwork L5 11s 128,000.00 $ 128,000.00 $ 128,000.00 100 5 $0.00 S 6,400.00 18 12" RCP Culverts w1end section EA 2 $ 2,900.00 1 $ 5,800.00 $ 5,800,00 100% $0.00 $ 290.00 19 Parking Lot 6" Agg Base Type "A" BY 29050 $ 4,80 $ 139,440.00 $ 139,440.00 100% $0.00 $ 6,972.00 20 Access Road Agg Base Type "A" Sy 2200 $ 9.50 $ 20,900.00 $ 20,900.00 100% $0.00 $ 1,045.00 211 Erosion control LS 1 $ 6,900.00 $ 8,900.00 $ 8,900.00 100% $0.00 $ 445.00 22 Seeding Disturbed Areas AC 17.25 $ 925.00 $ 15,956.25 $ 15,031.25 94% $925.00 $ 751.56 $ 6,300.00 $ 6,300.00 100% $0.00 $ 315.00 23 Construction Staking LS 1 $ 6,300.00 $0.00 $ 651.00 24 Traffic Control LS 1 $ 13,020.00 $ 13,020.00 0.25 $ 13,020.00 100% $ $ 23,000,00 100% $0.00 $ 1,150A0 25 Mobilization & Demo, Phase 1 LS 1 $ 23,000.00 23,000.00 $0.00 $ 140.00 26 Mobilization & Demo, Phase 2 IS 1 $ 2,800.00 1 $ 2,800.00 1.00 $ 2,800.00 100% $ 35.40 27 Plowable Fill CY 50 $ 118.00 $ 5,900.00 $ 708.00 12Yo $5,192.00 281 Stop Sign EA 2 $ 275.00 $ 550.00 2.00 $ 550.00 $ 550.00 100% $0.00 $ 27.50 TOTALS, $ 613,987.45 $ 9,570.00 ## $ 611,173.40 $ 8,814.05 $ 30,558.66 CONTINUATION SHEET Pag Subcontract Amount App'n No Jinv No I Period To App' Contract Date JGC Project No 7 -FINAL 1 1 2/15/2018 A B C D I E F G H No Description of Work Unit QTY Unit Price Scheduled Value Work Completed teria tore tin D Total Completed and Stored to (D +E +F) % (G /C) Balance To Finish (C -G) Retainage QTY App'n This Period QTY Value 291 Project Allowance IS .1 $ 41,250.00 $ 41,250.00 1,250.00 $ 4,375.00 11% $36,875.00 $ 218,75 30 Additional 6" Agg Base Tyoe "A" SY 2200 $ 5.80 $ 12,760.00 325.00 $ 11,669.00 91% $1,091.00 $ 583.45 31 Sod SY 25001 $ 3.50 $ 8,750.00 1 2,500.00 $ 8,750.00 150% 1 $0.00 $ 437.50 32 $ - $ - $ - 09' $o.00 $ - 33 $ - $ $ - 0% $0.00 $ - 34 $ - $ - $ - 0% $0.00 $ - 35 $ - $ - $ - 0% $0.00 $ - 36 $ $ - $ - 0% $0.00 37 $ - $ - $ - 0% $0.00 $ - 38 $ - $ - $ - 0% $0.00 $ - 39 $ $ - $ - 0% $0.00 $ - 40 $ $ - $ - 0% $0.00 $ - 41 $ $ - $ - 0% $0.00 $ - 42 $ $ - $ 0% $0.00 $ - 43 $ $ - $ - 0% $0.00 $ - 44 $ - $ - $ 0% $0.00 $ - 45 $ $ - $ - 0% $0.00 $ 46 $ $ $ - 0 °% $0.00 $ - 47 $ - $ - $ - 0% $0.00 Is - 48 $ - $ - $ - 0% $0.00 $ - 49 $ _ $ - $ - 0% $0.00 $ - 50 $ - $ - $ - 0% 1 suo $ - 51 $ - $ $ - 0% 1 $0.00 $ - 52 $ _ $ _ $ - 0% 1 $0.00 $ - 53 $ - $ - $ - 0% 1 $0.00 $ - 54 $ $ - $ - 0% 1 $0.00 $ - 55 $ - $ - $ - 0% 1 $0.00 $ - 56 $ $ - $ - 0% $0.00 $ - TOTALS., $ 682,747.45 is 9,570.00 1 $ 46,780.05 $ 31,798.36 CLAIM OR INVOICE AFFIDAVIT STATEOFOKLAHOMA )SS COUNTY OF Mayes The undersigned (Architect, Contractor, Supplier, Engineer or Supervisory Official), of lawful age, being first duly sworn, on oath says that this (invoice, Claim or Contract) is true and correct. Affiant further states that the (work, services or materials) as shown by this Invoice or Claim have been (completed or supplied) in accordance with the Plans, Specifications, orders or requests furnished to the Affiant. Afflant further states that (s)he has made no payment, not given, nor donated, or agreed to pay, give, or donate, either directly or indirectly, to an elected official, officer, or employee of the State, County, or City of money or any thing of value to obtain payngnt or the award of this contract. w,00ll-O,lMw zrl�� Subscribed and sworn to before me this /6t,Lday of rL� - .1 19 Notary Public Commission # My Commission Expires NOTE: Strike out words not appropriate and sign appropriate signature line. Architect, Engineer approval is not required for Contractor or Supplier Affidavit. Notary Public Commission 4 NO[ 01% a My Commission Expires: �4 0\1 -A,4 I',, Architect, Engineer or other Supervisory Official Subscribed and sworn to before me this day of Notary Public Commission # My Commission Expires NOTE: Strike out words not appropriate and sign appropriate signature line. Architect, Engineer approval is not required for Contractor or Supplier Affidavit. I Steven Eaton, duly assigned employee of the City of Owasso, for certain improvements consisting of pavement replacement, infrastructure improvement, road widening, and cosmetic improvements, do hereby certify that I have inspected the above referred to improvements and find the same accomplished to the best of our knowledge according to approved plans and specifications and /or duly authorized change orders. Ground Level Construction of Pryor OK, is the prime contractor on this job. A final inspection of the project was completed, I DO HEREBY APPROVE THE ABOVE REFERRED TO IMPROVEMENTS, AND RECOMMEND APPROVAL TO THE OWASSO CITY COUNCIL Dated this the a I %4- day of del 2016 Respectfully submitted, IEA-Fov\ (Na /me of Inspector: please print) ( `igna ure) ACCEPTED: This the S�day of `� � 94.1411 `/ , 20 ✓� . By 'gn re) Title O:AII City /Vision 2025 Excess Funds /FINAL PAYMENT FORMS /Inspector Certification I, Dwayne Henderson of the firm of City Of Owasso a registered professional Engineer in the State of Oklahoma and project engineer for City of Owasso of Owasso , Oklahoma, for certain improvements consisting of Owasso Sports Park Parking Lot , do hereby certify that I have inspected the above referred to improvements and find the same accomplished to the best of our knowledge according to approved plans and specifications and (or duly authorized change orders. Ground Level LLC is the prime contractor on this job. A final inspection of the project was completed. I DO HEREBY APPROVE THE ABOVE REFERRED TO IMPROVEMENTS, AND RECOMMEND APPROVAL TO THE Owasso Citv Council. Dated this the day of - - -' 20/V ACCEPTED: This the ._ 2 /� day of 20 By [si ure] OAPUBLIC WORKSIPROJECTSICITY FACILrNEW015 VISION PROJECTS - SPORTSPARK PARKING LOTSICOUNCIL DOCSTINAL DOCSIENGINEER CERTIFICATION.000 CERTIFICATION OF PROJECT /CONTRACT COMPLETION Sub -Fund Number: H -9 Project Number:] 12 Project Name Sports Park Parking Lot Improvements Contract Description: Parking lot Improvements includinagrading, subgrade work, striping and sianage for new and ref urblshment of existing parking lots Contractor Name: Ground Level Contruction LLC This is to certify that: 1.) The contract (project) is fully operational and has been completed In accordance with the approved Plans and Specifications and applicable laws, rules and regulations. 2.) The design life of the project is to the year: 3.) The date of final approval of construction completion for the above referenced project is February 16, 2018- 4.) All items of construction and operation related to the project are acceptable to the owner and the consulting engineer. 5) All requests for reimbursement proceeds have been applied for as shown on Payment Request No. 7 - FINAL. Signature: �/ "" Title:2/�2�� Date: l� /! 'a!� o l / c ii7�•" ft G✓ .s O:AILCity /Msion 2025 Excess Funds /FINAL PAYMENT FORMS /ORF -121 A Certification of Project Completion CONTRACTOR'S FINAL RELEASE AND WAIVER OF LIEN Project/ Owner Contractor Project: 112- Sports Park Parking Name: Ground Level LLC Address: 200 South Main Owasso OK 74055 city Owner: City of Owasso State Zip Code TO ALL WHOM IT MAY CONCERN: Address: 4732 N 4313 Pryor OK 74361 city State Zip Code Contractor Licence: Contract Date: 3 / 21 /2017 For good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the undersigned Contractor hereby waives, discharges, and releases any and all liens, claims, and rights to liens against the above - mentioned project, and any and all other property owned by or the title to which is in the name of the above - referenced Owner and against any and all funds of the Owner appropriated or available for the construction of said project, and any and all warrants drawn upon or issued against any such funds or monies, which the undersigned Contractor may have or may hereafter acquire or possess as a result of the furnishing of labor, materials, and /or equipment, and the performance of Work by the Contractor on or in connection with said project, whether under and pursuant to the above - mentioned contract between the Contractor and the Owner pertaining to said project or otherwise, and which said liens, claims or rights of lien may arise and exist. undersigned further hereby acknowledges that the sum of v thousand eiaht hundred eiahtv -nine and 89/100 Dollars ($40,889.89 ) constitutes the entire unpaid balance due the undersigned in connection with said project whether under said contract or otherwise and that the payment of said sum to the Contractor will constitute payment in full and will fully satisfy any and all liens, claims, and demands which the Contractor may have or assert against the Owner in connection with said contract or project. Witness to Signature: Dated this Jd day of FP b 20_ 6_044h� Wave/ Contractor Title: A1.1 bi.� Page 1 of 1 Print fom CONSENT OF OWNER ❑ SURETY COMPANY RCHIIT TOR TO IF,IIVAL PAYMENT SURETY (SIMILAR TO AIA DOCUMENT G707) PROJECT: Sports Park Parking Lot Improvements (name, address) TO (Owner) I C ity of Owasso 200 South Main Owasso, OI{ 74055 1 CONTRACTOR: Ground Level, LLC 4732 N. 4318 Pryor, OI{ 74361 Bond No. 0321859 ARCHITECT'S PROJECT NO: CONTRACT FOR: CONTRACT DATE: March 2017 In accordance with the provisions or the Contract between the Owner and the Contractor as indicated above, the (here Inset name and address of Surety Corny) International Insm•ance Company One Newark Center, 20th Floor Newark, New Jersey 07102 -5207 SURETY COMPANY, on bond f here insen name and address of Contractor) Ground Level, LLC d717 N.d31R Pryor, OK 74361 CONTRACTOR, hereby approves of the final payment to the Contractor, and agrees that the final payment to the Contractor shall not relieve the Surety Company of any of its obligations to there incen name and address ofovmer) City of Owasso 200 South Main Owasso, OIC 74055 OWNER, as set forth in the said Surety Company's bond. IN WITNESS WHEREOF, The Surety Company has hereunto set its hand this 21st Attest: (Seal): day of February, 2018 International Fidelity Insurance Company S ety Cpmpany kA ignamreo lo Representh0e --- Attorney -in -Fact , Cathy Combs Title Note: This form is intended to be used as a companion document to the Contractor's Affidavit of Payment of refits and Claims, Current Edition I 0".,P. Character •REAL Community TO: The Honorable Mayor and City Council City of Owasso FROM: Tim Doyle General Services Superintendent SUBJECT: U.S. Highway 169 Right -Of -Way Mowing Contract Approval DATE: March 16, 2018 BACKGROUND: The City of Owasso has previously contracted mowing services for the U.S. Highway 169 right -of- way mowing in order to supplement the Oklahoma Department of Transportation (ODOT) contracted mowing cycles. The typical ODOT mowing cycle is four to six weeks between services. This cycle period is not sufficient to maintain the vegetative growth and desired appearance during the mowing season. In past years, the annual contract amount has not exceeded the spending authority of the City Manager. Staff anticipates the 2018 mowing contract may exceed the spending authority of the City Manager. SOLICITATION OF BIDS: In accordance with state statutes, a notice was published in the Owasso Reporter on Wednesday, January 24, 2018 and Wednesday, January 31, 2018, to solicit bids for the U.S. Highway 169 Right -Of -Way Mowing contract. In addition, three vendors and four plan houses were notified of the bid opportunity. The bid opening occurred on February 14, 2018, with three contractors submitting bids. A summary of the bids is included. (Refer to Attachment - Bid Tabulation.) City staff completed their bid evaluation and determined the bid submitted by Lot Maintenance of Oklahoma, Inc. met the requirements. Lot Maintenance of Oklahoma, Inc. has performed several mowing projects and is a competent, qualified, responsible bidder. In addition, staff determined the base bid (mowing) and the three alternate bids (litter control, hand trimming, and unspecified per acre mowing) are within the project budget. FUNDING: Funding is included in the FY2018 Stormwater Fund budget. RECOMMENDATION: Staff recommends awarding the U.S. Highway 169 Right -Of -Way Mowing contract, including the base project and alternates #1, #2, and #3 to Lot Maintenance of Oklahoma, Inc., of Tulsa, Oklahoma, in the amount of $6,932.00 per mowing, and authorization to execute the contract. ATTACHMENTS: Location Map Bid Tabulation Lot Maintenance of Oklahoma, Inc. - Bid CITY OF OWASSO PUBLIC WORKS - STORMWATERNEGETATION DIVISION US 169 ROW MOWING BIDS: 02/14118 Vendor Base Bid Alt. 1 - Litter Control Alt. 2 -Hand Trimming Alt. 3 -Unspecified Mowing -Per Acre TOTAL Lot Maintenance of Oklahoma, Inc.: $4,444.00 $1,344.00 $1,144.00 $24.00 $6,932.00 MJM Construction & Application LLC: $5,600.00 $1,400.00 $1,100.00 $30.00 $8,100.00 Precision Lawn Care Of Tulsa, LLC: $4,962.30 $1,385.00 $1,200.00 $20.85 $7,547.30 BID FORM U.S. HIGHWAY 169 RIGHT -OF-WAY MOWING (66th STREET NORTH TO 126th STREET NORTH, EAST & WEST SIDES) Amount Per Mowing: Add Alternates: 1. Amount Per Mowing for Litter Pickup & Disposal: . ob Litter, sticks, limbs and all other forms of debris shall be picked up prior to and after mowing as needed and disposed of according to law. (Large amounts of illegally dumped materials will be removed by the City.) Any aforementioned debris which has been mowed over must be removed. 2. Amount Per Mowing for hand Trimming Around All Structures: 14 1 RA • okp 3. Amount Per Acre of Mowing not specified by location: Name of Bidder Address of Bidder q N (x) a�5—d a Telephone Number Ctig- Z4L(0-q1.(% Age of Bidder (if minor) If bidder is a minor, please list name and address of adult responsible for contract administration. Sealed bids must be returned to: Owasso City hall Office of the General Services Superintendent 200 South Main St. PO Box 180 Owasso, OK 74055 BID OPENING: FEBRUARY 14th, 2018,10:00 A.M. REAL Peopio -REALC ader -REAL Cammuniry TO: The Honorable Mayor and City Council City of Owasso FROM: Roger Stevens Public Works Director SUBJECT: Right -of -Way Acquisition Garnett Roadway Improvement Project from E 106 St to E 116 St N DATE: March 16, 2018 BACKGROUND: City staff is actively acquiring right -of -way and easements for Garnett Roadway Improvements from E 106 St N to E 116 St N. Negotiations for the purchase of 3,201.44 square feet of right -of- way from Vidal Palacios and Gabriela Rodriguez have been successfully completed and staff is seeking City Council authorization to purchase the land. DESCRIPTION /PURCHASE PRICE: Vidal Palacios and Gabriela Rodriquez - The appraised value of the right -of -way within the vicinity ranges $5.00 to $5.50 per square foot. The property owner accepted an offer in the amount of $5.21 per square foot, for an amount of $16,700.20, contingent upon City Council approval. In addition to cost for right -of -way cost, compensation for damages in the amount of $8,795.00 is included, for a total offer of $25,495.20 (see attachment). FUNDING: Funding for this purchase is from the Capital Improvements Fund. RECOMMENDATION: Staff recommends approval of an agreement with Vidal Palacios and Gabriela Rodriguez for the acquisition of right -of -way, easement, and compensation for damages in the amount of $25,495.20 and authorization for payment. ATTACHMENTS: Agreement Letter Site Map February 9, 2018 Vidal Palacios & Gabriela Rodriguez 11515 North Garnett Road Owasso, OK 74055 RE: City of Owasso Garnett Road Widening Project 106 "' to 116'h Parcels 27 & 33 Dear Vidal Palacios & Gabriela Rodriguez: I appreciate your time in discussing this project and working out the issues involved. I now have the sign bid from your sign company. The City will add the amount of the bid to the amount they will pay you for the Right of Way. The City will require that the sign be relocated within 90 days after City Council approval of the payment. Therefore, the City of Owasso will pay to you the amount of $25,495.20 which includes $16,700.20 for the Right of Way and Easements and $8,795.00 for the sign relocation. A partial release of mortgage will need to be obtained from First Bank of Owasso. The legal descriptions and the sign bid are attached. If this offer meets with your approval, I would request that you acknowledge with your signature below. I will need to obtain this signed letter and the enclosed W -9 so the check can be processed. It will take about three weeks in order to obtain the check. If you have any questions please feel free to contact me at the number listed above to discuss this project. Sincerely, Mike R. Craddock Terra Acquisition Services Cc Roger Stevens, Public Works Director City of Owasso mike@terraacquisition.com • 918.605.1436 • 8458 S. College Avenue • Tulsa, OK 74137 n D SIGNS & WONDERS LLC a : •l ry 362080 Old Highway 62 .{L Paden, OK 74860 �c Ph: (405) 932-4585 Fax: (405) 932-1264 Email: sales @signsandwondersok.com Web: http: / /www.signsandwondersok.com Proposal Date: 02105/18 Customer #: 2465 Page: 1 of 3 SOLD TO: JOB LOCATION: - EL FOGON MEXICAN RESTAURANT EL FOGON MEXICAN RESTAURANT 11515 N GARNETT ROAD 11515 N GARNETT ROAD OWASSO OK 74055 OWASSO OK 74055 REQUESTED BY: VIDAL Signs & Wonders - OK (HEREINAFTER CALLED THE "COMPANY")\ EREBY PROPOSES TO FURNISH ALLTHE MATERIALS AND PERFORM ALL THE LABOR NECESSARY FOR THE COMPLETION OF: J QTY DESCRIPTION 1 QUOTE #3770 PERMIT 1 QUOTE #5425 -RO.18 SURVEY- pole.sign needs moved due to road being widened. 1 QUOTE 45425-110-2 MOVE EXISTING 18'3" PYLON: Scope Includes cutting down existing pipe to grade. Install new 8" pipe. Cut asphalt at new location and for locating electric. Pour concrete footing for pole. Install cabinet and LED message board. Paint pole. Run electrical circuit from building or current location to new location. NOTE: Price does not Include restoring black top. 1 QUOTE #5425 -RO3 PERMIT at cost UNIT PRICE TOTAL PRICE $200.00 $200.00 $360.00 $380.00 $7,451.75 $7,451.75 $0.00 $0.00 SUBTOTAL: $8,031.75 ESTIMATED SALES TAXES: $763.02 ALL MATERIAL IS GUARANTEED TO BE AS SPECIFIED, AND THE ABOVE TO BE IN ACCORDANCE WITH THE DRAWINGS AND OR SPECIFICATIONS SUBMITTED FOR THE ABOVE WORK AND COMPLETED IN A WORKMANLIKE MANNER FOR THE SUM OF: TOTAL PROPOSAL AMOUNT: $8,794.77 TERMS: 50.0% DOWN, BALANCE DUE ON COMPLETION (INTEREST OF 2.5% PER MONTH WILL BE ADDED TO PAST DUE ACCOUNTS) THIS PRICE DOES NOT INCLUDE ELECTRICAL HOOKUP, PERMITS, ENGINEERING OR TAX UNLESS SPECIFICALLY STATED. NOTE: THIS PROPOSAL MAY BE WITHDRAWN IF NOT ACCEPTED WITHIN 30 DAYS. WORK WILL NOT BEGIN UNTIL DOWN PAYMENT AND WRITTEN, ACCEPTANCE IS RECEIVED. ANY ALTERATION FROM THE ABOVE SPECIFICATIONS INVOLVING EXTRA COSTS, WILL BE EXECUTED ONLY UPON WRITTEN ORDERS, AND WILL BECOME AN EXTRA CHARGE OVER AND ABOVE THE ESTIMATE TO BE PAID BY THE PURCHASER. COMPANY INITIALS— CUSTOMER INITIALS — Garnett Rd Widening Project - E 106 St N to E 116 St N 1"= 188 ft Land Acquisition Palacios & Rodriguez Parcel 02/23/2018 This map may represents a visual display of related geographic infonnation. Data provided hereon Is not guarantee of acutual field conditions. To be sure of complete accuracy, please contact the responsible staff for most up-to -date mfonnation. e PEAL Peoplo • PEAL CM1amder • ftFAL CommaNly TO: The Honorable Mayor and City Council City of Owasso FROM: Andrew Neyman Systems Administrator SUBJECT: Video Surveillance System for the Owasso Public Safety and Training Complex Project (Fire Station #4) DATE: March 16, 2018 PROPOSED ACTION: Staff is proposing the purchase and installation of systems to provide video surveillance, as included in the construction project for the Owasso Public Safety and Training Complex, also known as Fire Station #4, located on 1 161h E Ave. PROJECT DETAILS: The Information Technology Department, in conjunction with the Fire Department staff and project architects, developed plans for the installation of video surveillance systems, to include cameras, software, and hardware, at Fire Station #4. Staff solicited quotes from providers based on verified state contract specifications for video surveillance systems. Staff seeks equipment that is capable of integrating with the Avigilon video surveillance system currently installed and utilized by the City of Owasso. The City purchased an Avigilon surveillance system during the remodel of the current City Hall. The intention was for the system to become the video surveillance standard for existing and future facility needs. This system is scalable and expansion allows for easier management and maintenance. The Avigilon system is considered to be an outstanding video surveillance system that is utilized by many municipalities and government agencies. RESPONSE TO REQUEST FOR QUOTES: A quote was received from Digi Security Systems in the amount of $68,557.19. This quote is an additional 12% savings from current state contract pricing for Avigilon products. The following vendors declined to submit a quote, Ford Audio and Video, Cory's Audio Visual and SKC Communications. One reason stated for declining is that once an Avigilon vendor requests specific pricing, Avigilon treats that vendor as a preferred vendor, and remaining Avigilon dealers are exempt from the same discounts. This is a practice the City has experienced with other technology providers who have competing vendors in the region. FUNDING: Costs for the video surveillance system are included in the Fire Station #4 construction project within the Capital Improvements Fund. RECOMMENDATION: Staff recommends approval for the purchase and installation of a video surveillance system for the Owasso Public Safety and Training Complex Project (Fire Station #4), from Digi Security Systems in an amount not to exceed $68,557.19. ATTACHMENT: Specifications and quote Presented By: ` ' /PARTNERSHIP &CUSTOMIZED TECHNOLOGY THAT EMPOWERS City of Owasso Fire Station No. 4 Project Manager 116th Street Owasso, OK 74055 Digi Security Systems 11333 E 51st PI Tulsa, OK 74146 USA Off I G 1 (918)824 -2520 www.digiss.com Modified: 2/22/2018 Revision: 0 Page 1 of 13 Video surveillance Intrusion alarm Fire alarm VoIP Access control -'Ak Analytics #* System integration Let's be partners. iul 918.824.2520 okc 405.256.6406 e info @digiss.com :j digiss.com license #245765 Wo DIG ;ecur<i-Y GISTCMi Scope of Work This proposal is for Digi Security Systems to provide (8) SIMP multi- sensor exterior cameras, (1) exterior 4k Axis PTZ, (5) 2MP interior cameras, (2) 9MP multi -senor interior cameras and (6) 360 degree fish eye interior cameras with built in microphones. With this bid, we are providing all installation materials, installation labor, and engineering for the camera system listed below based on the drawings and design provided by Digi. Sales tax (where applicable), freight programming, system drawings, all necessary calculations, and all required testing are included in the price of this proposal. Network switch as well as set up and configuration of the owners network is not provided with our proposal. All cameras not installed on the fire station will have a wireless antenna and will require 110VAC to the camera location. Cable drops, terminations and testing of cable is to be provided by others. Clarifications: 1. This proposal is valid for 30 days. 2. Payment terms are net 30 days from date of invoice. Invoicing will be monthly progressive. 3. Additional cost will be added to the contract amount if there is a fee for AutoCAD drawings. The buyer bears the responsibility of providing usable AutoCad drawing files for this project at no cost to Digi Security Systems. 4. Digi Security is not responsible for configuration of Clients IP /LAN network. 5. Quote assumes reasonable access to IT personnel to work with Digi Technicians. Not having reasonable access to IT personnel will add labor cost that will be added to the price of this proposal. Exclusions: 1. Conduit, boxes, and hangers are excluded from this proposal unless specifically included in the scope of work. 2. Any and all 120V work is excluded from this proposal, fire alarm panels and fire alarm power supplies require dedicated circuits. 3. Security system interface or building management interface are excluded from this proposal. 4. Work out side of normal working hours, M -F 8AM -5PM, is excluded unless specifically included in the scope of work above. S. Any and all painting and patching are excluded. Dig! 1 Year Warranty (Included with the purchase of your system) The Digi Standard service package is included with the purchase of your new system for the 1st calendar year from the date of installation. • 1 year from the date of substantial project completion • 8am -Spm, Monday- Friday Service Hours • Covers all Digi provided equipment and project workmanship. • Includes one hour remote support/training session during the duration of the year of coverage in addition to the standard project closeout training included. • Does not include ancillary devices connected to the system but not directly supplied by Digi • After the 1st year standard service rates apply. • Does not cover vandalism, acts of god, lightning and electrical storms. Digi Security Systems Page 2 of 13 Fire Station No. 4 Interior Cameras 5 AVIGILON 2.00- H4A -DC1 H4 High Definition in- ceiling dome camera, 2 megapixel, 3 - 9mm lens 5 AVIGILON 6.0L- H4F- D01 -IR 6MP Fisheye 1 AVIGILON 6.0L- H4F- D01 -IR 6MP Fisheye 1 AVIGILON H4F- MT -NPTA1 NPT Adapter for Fisheye Dome Camera 2 AVIGILON 9W -H3 -3MH -DPI -B High Definition multisensor pendant mount dome camera, 3 x image sensor 2 AVIGILON CM- MT -WALL1 Pendant Wall Arm for H4SL Camera, requires H4SL- MT -NPTA1 1 DIG[ DSS- CONDUIT Threaded pipe and ceiling adaptor for fish eye camera in the apparatus bay 1 DIGI DSS -EQP -LIFT Digi Provided Lift Interior Cameras Total: Storage 1 AVIGILON HD- NVR3 - PRM - 48TB -NA HD NVR3 PRM 48TB NA 2U Rack Mnt WS2012R1 Storage Total: Exterior Cameras 1 AVIGILON 9W -H3- 3MH -DPI -B High Definition multisensor pendant mount dome camera, 3 x image sensor 1 AVIGILON CM- MT -WALL1 Pendant Wall Arm for H45L Camera, requires H4SL- MT -NPTA1 * Price Includes Accessories Presented By: Diqi Security Systems Project Name: City of Owasso Fire Station No. 4 Project No.: DIGI -3015 Page 3 of 13 /J $2,975.00 $2,292.50 $500.50 * $2,723.00 * $136.36 $828.57 $9,455.93 $15,631.00 $15,631.00 $1,361.50 * 3/1/2018 ��� ..I "CiJ RIT'r tiY•[T�i�.i5 7 AVIGILON 9W- H3 -3MH -DPI -B $9,971.50 High Definition multisensor pendant mount dome camera, 3 x image sensor 7 AVIGILON CM- MT -WALL1 Pendant Wall Arm for H4SL Camera, requires H4SL- MT -NPTA1 7 AVIGILON H4- MT -CRNR1 Aluminum corner mounting bracket for H4 high definition pendant dome and bullet camera 2 AVIGILON POE -INJ2- STD -NA $98.00 Single port Gigabit 802.3af PoE injector, Class 3 - NA power cord 1 AXIS Q6128 -E $3,075.52 AXIS Q6128 -E PTZ Network Camera High -speed 4K PTZ with Sharpdome technology 1 AXIS T91A64 Corner Bracket 1 AXIST91G61 Axis T91G61 Wall Mount, quick connection and room for more 1 DIGI DSS -EQP -LIFT $7,142.86 Digi Provided Lift 4 UBIQUITI NSMSUS $556.36 High Throughput Wireless Antenna, 5GHZ Hi Power, 2X2 MIMO Airmax TDMA Station Exterior Cameras Total: $22,205.74 Lic & Misc 1 AVIGILON 16C -ACC5 -ENT $3,146.50 Enterprise license ACC 5 high definition NMVs to 16 camera and unlimited client 1 AVIGILON 8C -ACC5 -ENT $1,603.00 Enterprise License ACC 5 high definition NMVs 8 camera and unlimited client 1 DIGI DSS- CAM - PRO - MATERIALS $3,272.73 Professional Camera Installation Materials - Single Camera 1 DIGI DSS- SHIPPING $614.29 Shipping / Delivery & Processing * Price Includes Accessories Presented By: Diqi Security Systems 3/1/2018 Project Name: City of Owasso Fire Station No. 4 Project No.: DIGI -3015 Page 4 of 13 * Price Includes Accessories Presented By: Diqi Security Systems Project Name: City of Owasso Fire Station No, 4 Lic & Misc Total: $8,636.52 Fire Station No. 4 Total: $55,929.19 Project Subtotal: $55,929.19 Project No.: DIGI -3015 Page 5 of 13 3/1/2018 fff I C I. Project Summary Client: Contractor. Digi Security Systems . Price Includes Accessories Presented By: Diqi Security Systems Project Name: City of Owasso Fire Station No. 4 Equipment: Labor: Grand Total: Project No.: DIGI -3015 Page 6 of 13 $55,929.19 $12,628.00 $68,557.19 Date Date 3/1/2018 40�o s DIGI CuFI — , s r,rr1,1F, AVIGILON HD- NVR3 - PRM- 48T8 -NA HD NVR3 PRM 48TB NA 2U Rack Mnt WS2012R2 DIGI DSS -EQP -LIFT Digi Provided Lift DIG[ DSS- CAM - PRO - MATERIALS i % �i Professional Camera Installation Materials - Single Camera - Includes cable management, camera supporting /installation hardware, and special installation materials including backboxes and flex or traditional conduit required at the camera location. AVIGILON 16C -ACC5 -ENT ACC 5 Enterprise license for up to 16 camera channels and unlimited viewing clients AXIS Q6128 -E AXIS Q6128 -E is a compact, outdoor -ready PTZ dome, offering 4K resolution at 30 frames per second, 12x optical zoom and autofocus. The 4K resolution provides four times as much detail as the standard HDTV 1080p resolution, improving the video quality significantly. To save bandwidth, you can view live video in HDTV 1080p while recording in 4K for forensic purposes. Presented By: Digi Security Systems 3/1/2018 Project Name: City of Owasso Fire Station No. 4 Project No.: DIG -3015 Page 7 of 13 ovIGILor1 DIGI AVIGILON 8C -ACCS -ENT ACC 5 Enterprise license for up to 8 camera channels and unlimited viewing clients AVIGILON 9W- H3 -3MH -DPI -B The 9 MP HD Multisensor camera enables fully flexible coverage of areas that normally require multiple cameras, delivering superior image detail in HD resolution. With three manually adjustable sensors, you can ensure you're getting the coverage you need, specific to your own environment. DIGI DSS -EQP -LIFT Digi Provided Lift DIGI DSS- SHIPPING Shipping / Delivery & Processing AVIGILON 2.00- H4A -DC1 Avigilon dome cameras provide high image detail in a range of settings such as offices, hallways and building entrances. Embedded with self - learning video analytics and with resolutions from 1 MP to 4K Ultra HD, the H4 dome cameras are designed to integrate with Avigilon Control Center (ACC), and third party VMS software and to install quickly and easily with remote zoom and focus. Our dome cameras are also impact resistant to enhance security in any installation. Presented By: Digi Security Systems 3/1/2018 Project Name: City of Owasso Fire Station No. 4 Project No.: DIGI -3015 Page 8 of 13 dva aVIGILOl1 DIGI -. IIFI — r s-;TEr.c; AVIGILON 6.0L- H4F- D01 -I11 6MP Fisheye DIGI DSS- CONDUIT Threaded pipe and ceiling adaptor for fish eye camera in the apparatus bay AVIGILON POE -INJ2- STD -NA Single port Gigabit 802.3af PoE injector, Class 3 - NA power cord Presented By: Digi Security Systems 3/1/2018 Project Name: City of Owasso Fire Station No. 4 Project No.: DIG] -3015 Page 9 of 13 1 gi SecuSystemrity s Standard Terms and Conditions Project Manager Modified: 2/22/2018 116th Street Owasso, OK 74055 CONTRACT TERMS 1. EQUIPMENT & SERVICE CHARGES: Buyer agrees to pay DIG[: The contract amount for each Location determined at time of purchase based on discounted contract equipment and labor rates and individual requirements of each location. Down payment is due upon project agreement at each location to be determined at that time ranging from 0% down to 30% down. Remaining payment is due upon substantial completion of each project unless the progressive payments are deemed necessary based upon the length and scope of the work. Digi shall determine with reasonable fairjudgement if progress payments are required and only bill for work or materials provided to the end user before the date of progressive invoice. 2. SYSTEM OPERATION AND LIMITATIONS: DIGI shall have no liability for any existing equipment security related or other. Security equipment may be attached to network provided by and maintained by Buyer. Buyer shall not use any security related components provided by DIG[ for any other purpose. DIGI shall have no liability for any data corruption or inability to retrieve data on any security related equipment provided by DIGI or Buyer. DIGI is not responsible for the security or privacy of any equipment including but not limited to cameras, panels, controllers, servers, networking equipment of any kind, and it is the Buyers responsibility to secure access to the system with pass codes, lock outs and other necessary security measures. DIGI shall have no liability for unauthorized access to the system through the internet or other communication networks or data corruption or loss for any reason whatsoever. 3. CENTRAL STATION REMOTE MONITORING: If selected in the future and at an additional charge central station monitoring can be included. In this case - upon receipt of a video signal, door or alarm signal or other signal types the system can be designed to activate in the central station and record IP VIDEO reception, upon which, DIGI or its designee central office, shall make every reasonable effort to notify Buyer by email or alpha numeric page to a beeper or cell phone or hand held device so enabled, and the appropriate municipal police or fire department. Buyer acknowledges that signals transmitted from Buyer's premises directly to municipal police or fire departments or Buyer's internal security stations are not monitored by personnel of DIGI or DIGI's designee central office and DIGI does not assume any responsibility for the manner in which such signals are monitored or the response, if any, to such signals. Buyer acknowledges that signals which are transmitted through the internet, over telephone lines, wire, air waves, internet, VOIP, or other modes of communication pass through communication networks wholly beyond the control of DIGI and are not maintained by DIGI, except DIGI may own the radio network, and DIGI shall not be responsible for any failure which prevents transmission signals from reaching the central office monitoring center or damages arising therefrom, or for data corruption, theft or viruses to Buyers computers if connected to the alarm communication equipment. Buyer agrees to furnish DIGI with a written list of names and telephone numbers of those persons Buyer wishes to receive notification of signals. All changes and revisions shall be supplied to DIGI in writing. Buyer authorizes DIGI to access the supervisory panel to input or delete data and programming. If Buyer requests DIGI to remotely activate or deactivate the system, change combinations, openings or closings, or re- program system functions, Buyer shall pay DIGI a standard service rate for each such service. DIGI may, without prior notice, suspend or terminate Its services, in central station's sole discretion, in event of Buyers default in performance of this agreement or in event central station facility or communication network is nonoperational or Buyers alarm system is sending excessive false alarms. Central station is authorized to record and maintain audio and video transmissions, data and communications, and shall be the exclusive owner of such property. All Subscriber information and data shall be maintained confidentially by DIGI. Digi Security Systems Page 10 of 13 dj gjseSyscutemritys s Standard Terms and Conditions 4. BUYER'S CARE OF EQUIPMENT: REPAIRS AND ADDITIONS: Buyer agrees not to tamper with, remove or otherwise Interfere with the system. The equipment shall remain in the same location as installed and Buyer agrees to bear the cost of repairs, replacement, relocation or additions to the system made necessary as a result of any painting, alteration, remodeling or damage, Including damage caused by unauthorized intrusion to the premises, electrical surges, acts of God including but not limited to earthquake, fire, lightning, wind, rain, snow and all other weather, except for ordinary wear and tear, in which event repair or replacement shall be made by DIGI without additional charge for a period of 12 months from installation of original equipment. Batteries, electrical surges, lightening damage, obsolete components and components exceeding manufacturers useful life are not included in service and will be repaired or replaced at Buyers expense. 5. ALTERATION OF PREMISES FOR INSTALLATION: DIGI is authorized to make preparations such as drilling holes, driving nails, making attachments or doing any other thing necessary in DIGI's sole discretion for the installation and service of the system, and DIGI shall not be responsible for any condition created thereby as a result of such installation, service, or removal of the system. DIGI shall not be responsible for the condition of the premises upon removal of the system and Buyer represents that the owner of the premises, if other than Buyer, authorizes the installation of the system under the terms of this agreement. 6. DELAY IN INSTALLATION: DIGI shall not be liable for any damage or loss sustained by Buyer as a result of delay in installation of equipment, equipment failure, or for Interruption of service due to electric failure, strikes, walk -outs, war, acts of God, or other causes, including Buyer and its subcontractors negligence or DIGI's negligence in the performance of this agreement, and Buyer shall not be relieved from payments due under this agreement for such period. 7. TESTING OF SYSTEM: The parties hereto agree that the system, once installed, is in the exclusive possession and control of Buyer, and It is Buyer's sole responsibility to test the operation of the system and to notify DIGI if any equipment is in need of repair. DIGI shall not be required to service the system unless it has received notice from Buyer and all Buyer payments are current, and upon such notice, and provided Buyer is not in default of this agreement, DIGI shall during the contract period service the system to the best of its ability within 48 hours, exclusive of Saturday, Sunday and legal holidays, during the business hours of 8 a.m. and 5 p.m. Buyer agrees to test and inspect the system immediately upon completion of installation and to advise DIGI via call and message to answering service number at 1(918)824 -2520 AND via email. S. BUYER RESTORES EQUIPMENT: Buyer shall be responsible for any loss occasioned by fire or casualty and the cost of replacing or restoring the system. Notwithstanding the condition of Buyer's premises, or DIGI's impossibility of performance occasioned by condition of Buyer's premises, Buyer shall remain liable for monthly payments for the term of this agreement without offset or reduction. 9. INDEMNITY: To the extend allowable by Oklahoma law, Buyer agrees to and shall Indemnify and hold harmless DIGI, Its employees, agents and subcontractors, from and against all claims, lawsuits, including those brought by third parties or Buyer, including reasonable attorneys' fees, and losses asserted against and alleged to be caused by DIGI's performance, negligent performance or failure to perform its obligations under this agreement. Parties agree that there are no third party beneficiaries of this contract. Digi Security Systems Page 11 of 13 digisSystemecuerlty s Standard Terms and Conditions 10. LEGAL ACTION: The parties waive trial by jury in any action between them. All actions or proceedings against DIGI must be based on the provisions of this agreement. Any other action that Buyer may have or bring against DIGI in respect to services rendered in connection with this agreement shall be deemed to have merged in and be restricted to the terms and conditions of this agreement. Service of process or papers in any legal proceeding between the parties may be made by First -Class Mail delivered by the U.S. Postal Service addressed to the party's address in this agreement or another address provided by the party in writing to the parry making service. Buyer submits to the jurisdiction and laws of Oklahoma and agrees that any litigation between the parties must be commenced and maintained in the county where DIGI's principal place of business is located. The parties agree that due to the nature of the services to be provided by DIGI, the payments to be made by Buyer for the term of this agreement are an integral part of DIGI's anticipated profits and in the event of Buyer's breach of this agreement it would be difficult if not impossible to reasonably estimate DIGI's actual damages. DIGI may, without prior notice, suspend or terminate its services in event of Buyer's default in performance of this agreement and shall be permitted to terminate all its services under this agreement without relieving Buyer of any obligation herein and may notify Authority Having Jurisdiction (AHJ) of termination. 11. ADDITIONAL PAYMENTS: In addition to the payments set forth herein, Buyer agrees to be liable for and pay to DIGI any excise, sales, property, or other tax, telephone line charges, and any increases thereof, which may be imposed upon DIGI because of this agreement. Should DIGI be required by existing or hereinafter enacted law to perform any service or furnish any material not specifically covered by the terms of this agreement Buyer agrees to pay DIGI for such service or material at standard industry rates. 12. LIEN LAW: DIGI or any subcontractor engaged by DIGI to perform the work or furnish material who is not paid may have a claim against Buyer or the owner of the premises if other than the Buyer which may be enforced against the property in accordance with the applicable lien laws. 13. NO WARRANTIES OR REPRESENTATIONS: BUYER'S EXCLUSIVE REMEDY: DIGI does not represent nor warrant that the system will prevent any loss, damage or injury to person or property, by reason of burglary, theft, hold -up, fire or other cause, or that the system will in all cases provide the protection or service for which it is installed or intended. Buyer acknowledges that DIGI is not an insurer, and that Buyer assumes all risk for loss or damage to Buyer's premises or its contents. DIGI has made no representation or warranties, and hereby disclaims any warranty of merchantability or fitness for any particular use. Buyer's exclusive remedy for DIGI's default hereunder is to require DIGI to repair or replace, at DIGI's option, any equipment or part of the system which is non - operational. 14. EXCULPATORY CLAUSE: Buyer agrees that DIGI is not an insurer and no insurance coverage is offered herein. The equipment is designed to reduce certain risks of loss, though DIGI does not guarantee that no loss will occur. DIGI Is not assuming liability, and, therefore shall not be liable to Buyer for any loss, personal injury or property damage sustained by Buyer as a result of burglary, theft, hold -up, fire, equipment failure, smoke, or any other cause, whatsoever, regardless of whether or not such loss or damage was caused by or contributed to by DIGI's negligent performance, failure to perform any obligation or strict products liability. Buyer releases DIGI from any claims for contribution, indemnity or subrogation. 15. LIMITATION OF LIABILITY: Buyer agrees that should there arise any liability on the part of DIGI as a result of DIGI's negligent performance to any degree, failure to perform any of DIGI's obligations, equipment failure or strict products liability, that DIGI's liability shall be limited to the sum of the total amount of the contract specifically associated with the work being performed at that time. If Buyer wishes to Increase DIGI's maximum amount of DIGI's limitation of liability, Buyer may, as a matter of right, at anytime, by entering into a supplemental contract, obtain a higher limit by paying an annual payment consonant with DIGI's increased liability. This shall not be construed as Insurance coverage. Digi Security Systems Page 12 of 13 di gjSecuSystemrUy s Standard Terms and Conditions 16. FULL AGREEMENT /SEVERABIUTY/ CONFLICTING DOCUMENTS: This agreement together with the detailed proposal and service agreement, constitutes the full understanding of the parties and may not be amended, modified or canceled, except In writing signed by both parties, except DIGI'S requirements regarding items of protection provided for In this agreement imposed by AHJ. Buyer acknowledges and represents that Buyer has not relied on any representation, assertion, guarantee, warranty, collateral contract or other assurance, except those set forth in this agreement and waives any claims in connection with same. Should any provision of this agreement be deemed void, all other provisions shall remain in effect. Client: Contractor: Digi Security Systems Digi Security Systems Page 13 of 13 Date: Date: � ✓'� w.ursaw�ta��uux 1 m NTE PLAN Williams OWASSO FIRE STATION NO. 4 Spurgeon Kuhr & ei 116TH STREET, OWASSO, OK 74055 Freshnock I DATE: 02/28/2017 REAL People •REAL Character •REAL Community TO: The Honorable Mayor and City Council City of Owasso FROM: Julie Trout Lombardi City Attorney and General Counsel SUBJECT: Purchase of property at 120 East 2nd Street DATE: March 16, 2018 BACKGROUND: The City of Owasso desires to renovate the former City Hall located at 111 North Main Street which now solely houses the Owasso Police Department. In addition to renovation of the existing building, the City intends to reconfigure the parking lots and grounds surrounding that building and limit access to the grounds for purposes of security and safety. As a part of this proposed renovation and reconfiguration, acquisition of the property located at the corner of the existing east driveway and Birch Street, more specifically designated as 120 East 2nd Street and owned as rental property by the Revocable Living Trust of Ron Detherow, is necessitated. The property appraised for $125,000 in November, 2016. However, the appraisal did not include damages for lost rental income. Staff was previously authorized to initiate condemnation proceedings against Mr. Detherow and the Trust, but has attempted to negotiate a purchase of the property instead. Mr. Detherow recently offered to sell the property to the City for $190,000. Acceptance of this offer would be conditioned upon Mr. Detherow's tenant vacating the premises no later than May 1, 2018. RECOMMENDATION: Staff recommends authorization for purchase and payment of the property located at 120 East 2nd Street, Owasso, Oklahoma, for $190,000, and further requests authorization for the City Manager to sign all necessary documents. ATTACHMENTS: Resolution 2016 -24 Nunc Pro Tunc Appraisal CITY OF OWASSO, OKLAHOMA RESOLUTION 2016 -24 NUNC PRO TUNC A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, RESOLVING THE NECESSITY OF INSTITUTING AND PROSECUTING CONDEMNATION PROCEDURES TO OBTAIN THE PROPERTY LOCATED AT 120 EAST 2ND STREET, OWASSO, OKLAHOMA. WHEREAS: The City of Owasso, by and through officers and agents thereof, has endeavored to purchase the property located at 120 East 2nd Street, Owasso, Oklahoma, owned by Ron Detherow a /k /a Ronald E. Detherow a /k /a Ronald Eugene Detherow, Trustee of The Revocable Living Trust of Ron Detherow, u /d /o January 4, 2014, with the following legal description: Lot 1 & El Vac Alley Adj on W thereof, Block 10, Owasso OT WHEREAS: Acquisition of the property referenced above is necessary for the renovation, expansion and public safety of the grounds surrounding the building housing the Owasso Police Department; and, WHEREAS: In connection with such efforts to obtain the needed property consensually, the City of Owasso, by and through officers and agents thereof, has made a bona fide good faith offer to purchase same; and, WHEREAS: The above- referred landowner has not accepted such offer and by reason thereof, condemnation proceedings, as provided for under the Constitution and Statutes of the State of Oklahoma, are necessary. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, THAT: Officers and agents of the City of Owasso, Oklahoma, are hereby authorized to initiate, and prosecute to the conclusion thereof, condemnation proceedings against the above -named landowner to obtain the premises referenced above. APPROVED AND ADOPTED this 7th day of March, 17, by the City Council of the City of Owasso, Oklahoma. a r Ly el unn, Mayor 0+ +0� +• h i : nrrI VO Approved As To Form: to Trout Lombardi, City Attorney Todd Paden Paden Appraisals, Inc 1304 N Garfield Ave Sand Springs, OK 74063 -7325 Telephone Number: (918) 245 -1765 Fax Number: Todd Paden INVOICE INVOICE NUMBER c: 4264 DATE 07/06/2016 TO: Internal Order #: Client: John Peary Lender Case #: City of Owasso Client File #: Owasso, OK 74055 Main File # on form: 4264 Other file # on form: Telephone Number: 91 B- 376 -1519 Fax Number: Federal Tax ID: Alternate Number. E -Mail: jfeary@cityofowasso.com Employer ID: Lender: Client: John W Peary Client: Client: John W Peary Purchaser/Borrawer. Client: John Feary, City of Owasso Property Address: 120 E 2nd St City: Owasso County: Tulsa State: OK Zip: 74055 Legal Description: Lot 1 8 El Vac Alley Act on W Therofe, Block 10. Owasso OT Full Appraisal Check #: Date: Description: Check #: Date: Description: Check #: Date: Description: SUBTOTAL 350.00 350.00 SUBTOTAL i TOTAL DUE $ 350.00 Form NIV5 - "TOTAL' appraisal software by a Is mode, me. -1- 600- ALAMODE Setla19 5AFFADI4 SUMMARY OF SALIENT FEATURES Subject Address 120 E 2nd St Legal Description Lot 1 & E10 Vac Alley Adj on W Therofe, Block 10. Owasso OT City Owasso County Tulsa State OK Lp Code 74055 Census Tract 0058.01 Map Reference TU4148 /Owasso OT Addition Sale Price 5 Date of Sale Borrower Client: John Peary, City of Owasso Lender /Client Client: John W Feary Size (Square Feet) 1,613 Price per Square Foot S Location N;Res; Age 35 Condition C3 Total Rooms 6 Bedrooms 4 Baths 2.1 Appraiser Todd A. Paden Date of Appraised Value 06/30/2016 Opinion of Value 5125,000 Farm SS02 - "TOTAL" appraisal software by a la mode, inc. -1- 800- ALAMODE seaaix SAFFAD14 Todd Paden Uniform Residential Appraisal Report Fife# 4264 The purpose of this summary appraisal report is to provide the lender /client with an accurate, and adequately supported. opinion of the marMGOdO74055 subject property. Pro ¢ Address 120 E 2nd St City Owasso State e 74055 Bonmver Client: John Fea Ci of Owasso Owner of Public Record Ron Detherow Trust Coun Le al Descri don Lot 1 & Et 0 Vac Alle Ad' on W Therofe Block 10. Owasso OT Assessor's Parcel # 61000 -14 -30 -00350 Tax Year 2015 R.E. TNei hborhood Name Owasso OT Addition. Ma Reference TU4148 /Owasso OT CensuOccu ant Owner IN Tenant ❑ Vacant S ecial Assessments$ 0 PUD HOA$ 0 ❑ ermonth •' Property Rights Appraised X Fee Simple ❑Leasehold ❑ Other describe Assignment T e ❑ Purchase Transaction ❑ Refinance Transaction X Other describe Market Value Lender /Client Client: John W Feary Address Owasso OK 74055 Is the subject property currently offered for sale or has it been offered for sale in the twelve months prior to the effective date of this appraisal? ❑ Yes 9 No Report data source (s) used, offering and date(s). Per TulsaMLS subject has not been listed in last 12 months. I ❑ did ❑ did not analyze the contract for sale for the subject purchase transaction. Explain the results of the analysis of the contract for sale or why the analysis was not erformed. Contract Price $ Data of Contract Is the property seller the owner of public record? ❑ Yes []No Data Source (s) Is there any financial assistance (loan charges, sale concessions, gift or downpayment assistance, etc.) to be paid by any parry on behalf of the borrower? ❑ Yes ❑ No If Yes, report the total dollar amount and describe the hems to be paid. Note: Race and the rectal composiflon of the neighborhood are not appraisal factors. Neighborhood Chareetedstirs ?:One -Unit Housing Trends IOne-Unit Housing l Present Land Use% =: Location ❑ Urban ® Suburban Rural Property Values ❑ Increasing Stable D Declining PRICE AGE One -Unit 60% Built-Up X Over 75% ❑ 25 -75% ❑Under 25% DemanWSu 1 ❑ Shona a ®In Balance ❑ Over Su $ 000 s 24 Unit % Growth Rapid X Stable U Slaw I Marketing Time ❑ Multi-Family % Neighborhood Boundaries The north boundary is Beth Street North. The south bounce is 76th Street 160 High 65 Commercial 20% North. The west boundary is 101st E. Ave. The east boundary is Highway 169. 125 Pied. 35 Other 20% Neighborhood DeSmillopOn Established neighborhood in Owasso of averse Quality homes in the medium price range on various sized lots. Several additions in area with a variety of home desi ns well maintained. Commercial and Church very nearby. Appraised as single fii home per client. Area convenient to city services. Property values in area stable and financina being readilv available at this time. Markel Conditions (including support for be above conclusions Neighborhood's trend indicates stable market value. Predominately sin le famliv homes in area. Demand/suoo[v smoears in balance at this time. No apparent adverse conditions were observed in the market at this time. Financin concessions do not appear to have effect on final estimate of value at this time. Dimensions Subject to survey Area 11,250 sf Shape Regular View MRe& Specific Zoning Classification CH Zoning Description Commercial High. Land use Single Family Zoning Compliance X Legal ❑ Legal Nonconforming Grandfathered Use No Zoning Illegal describe Is the highest and best use of subject property as improved for as proposed pet plans and specifications) the present use? IRI Yes ❑ No If No, describe Utilities Public Other describe Public Other describe Off -site Improvements - T Public Private Electricity Water X El Steel Asphalt DA F-I Gas X ❑ Sanitary Sewer IM ❑ Alley None 0 Cl FEMA Special Flood Hazard Area ❑ Yes IR No FEMA Flood Zone X FEMA Ma # 40143CO138L FEMA Ma Dale 10/16/2012 Are the utilities and off -she Improvements typical for the market area? X Yes 0 N If No, describe Are there any adverse site conditions or external factors easements, encroachments, environmental conditions, land uses, etc.)? ❑ Yes iX No It Yes, describe Subject land tymrial of area. Located on comer lot. Located near commercial Church City Offices. Subject zoned CH and currently used as sin le famii . **Appraise as single family er client. Easements appear normal. Utilities typical for area. No other apparent adverse conditions were observed in the market. General Dessinfleflon, . - - :: Foundation . - Exterior Descri tion:. ; - materials /cortditlon biledor . nlalertal§ /dandifionl; Units X One One with Accessory Unit X Concrete Slab Crawl Space Foundation Walls Concrete /Averse Floors Ca- CUAvem e # of Stories 1 ❑ Full Basement Partial Basement Exterior Walls Brk -Vi /Averse Walls Dwi- Pan /Avers e, Type D_K Did. ❑ Alt ❑ 5- DetlEnd Unit Basement Area o s .h. Roof Surface Com /Avena a Tdfin/Finish Wood/Averarle DA Eyisling Ej Proposed 0 Under Const. Basement Finish 0 % Gutters & Downspouts None Bath Floor CUAvera e Design S le Traditional ❑ Outside En /Exit ❑ Sum in Pump Window Type Alum/Average Bah Wainscot CUAvera e Year Built 1981 Evidence of Ej Infestation Storm SaslVlnsulated Storms/Aversele Car Slime U None Effective Age rs) 12 ❑ Dam ness ❑ Settlement Screens Screens /Avery e X Drive wa # of Cars 2 AM None Heagn FWA HWBB Radiant Ameniges Woodstove s # o Driveway Surface Concrete CK Drop Stair Stairs ❑ Other Fuel Gas Fire laces # i X Fence CL X Garage # of Cars 2 ❑ Floor ❑ Scuttle Conlin Central Air Condidonin PadoNeck Cov'd ®Porch Cov'tl Car on # of Cars o ❑ Finished ❑ Heated ❑ Individual I ❑ Other 10 Pool none ❑ Other none IX Aft. ❑ Det. ❑ BullHa Appliances ❑ Refrigerator X Range/Oven X Dishwasher ® Disposal ❑ Microwave ❑ Washer/Dryer X Other describe Vent Hood Finished areaabove made contains: 6 Rooms 4 Bedrooms 2.1 Baths 1,613 Square Feet of Gross Living Area Above Grade . Additional features (special energy efficient items, etc.. Covered Porch - Covered Patio - Ceilin Fans - Storm Door. Old store enoted but door is so close to fence very small space to open and effects functionality. No contributory value given to small old storage building. Describe the condition of the property (including needed repairs, deterioration, renovations, remodeling, etc.. C3;No updates in the prior 15 yeansfunctional floor Ian. Subject well maintained. Overall subject considered to be in average condifion. Store a not given any wntributopZ value due to door being located so close to south fence unable too en all the way and limits its usefulness. No apparent adverse conditions were observed in the market. Are there any physical deficiencies or adverse conditions that affect the livability, soundness, or structural inegrily of the property? Yes Z No If Yes, describe There were no physiml deficiencies or adverse conditions that were apparent or readily observable to this appraiser that would negatively affect the livability or soundness of the subject property. if there is a question as to the structural integrity of the building, a qualified professional should be consulted. Does the property generally conform to the neighborhood functional ulfity, style, condition, use, construction, etc.)? R Yes ❑ No if No, describe Freddie Mac Form 70 March 2005 UAD Version 9/2011 Page 1 of 6 Fannie Mae Form 1004 March 2005 Form 1004UAD - 'TOTAL" aoaraisai software by a la mode, ins. -1- 800- ALAMODE Seriar# SAFFAD14 Uniform Residential Appraisal Report File# 4264 There are 2 comparable properties currently offered for said in the subject neighborhood ranging in price from $ too 000 to $ 120.000 There are 6 cam arable sales in the sub c1 neighborhood within the past twelve months ranging in sale once from $ 97.00 to $ 146,000 FEATURE SUBJECT COMPARABLE SALE # t COMPARABLE SALE # 2 COMPARABLE SALE #3 Address 120 E 2nd St Owasso OK 74055 602 E 8th St Owasso OK 74055 318 N Carlsbad St Owasso OK 74055 315 N Carlsbad St Owasso OK 74055 Proximity to Subject : 0.55 miles NE 0.32 miles NW 0.29 miles NW Sale Price $ $ 127,00 : !: $ 114,00 - $ 97,000 Sale Prica/Gross Liv. Area $ MJL $ 84.39 s tt ; S 74.71 s IT $ 6660 th Data Sources c4 TuisaMLS #1538523'DOM 34 TuisaMLS #1609101'DOM 30 TulsaMLS #1527653'DOM 12 Verification Sources Realist Cthouse Rec Tu1saMLS Realist Cthouse Rae VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION I +- $Adjusbnent DESCRIPTION +- $Adiustrnent DESCRIPTION I +- $Adjustment Sales or Financing Concessions - grmLth Conv'0 Arml-th Unknowm0 Ani Conv�O Date of Sale/rime _ :'s09 /15'Unk sO6 /16'Unk sO8/15'Unk Location N'Res N*Res MRes� MRes; Leasehold/Fee Simple Fee Simple Fee Sim le Fee Simple Fee Simple Site 11 250 sf 15000 sf .2500 7442 sf +250 7688 sf +2,500 View N;Res� N Res N;Res; N:Res: Design (Style) DTYTraditional DTI Traditional DTYTraditionai DT1'Tmditional Quality of Construction Q3 Q3 Q3 Q3 Actual Age 35 55 048 0 48 0 Condition C3 C3 C3 C3 Above Grade TNaI Bdrms. Baths Total Bdnns. Baths Total Bdmd Baths Total B @ms, Baths Room Count 6 4 2.7 6 2 2.0 +7 500 6 3 2.0 +1.50 6 3 1.1 -3,000 Gross Living Area 1 613 5 M. 1,505 S .ft +3,80 1 526 Sig ft. +3,00 1,4131 soft +4,600 Basement & Finished Rooms Below Grade Osf Osf Osf Osf Functional Utility Averse Averse Averse Average Hea ri Coolin Cent/Cent Cent/Cent Cent/Cent Cent/Cent • Energy Efficient Items Storm Windws ThermalWndws -1.500 Storm Wntlws Storm Windws Garap/Carpoft 2 a2dw 2 a2dw 2 a2dw 2 a2dw Porelt/Patia/Deck Porch /Patio Parch /Patio Porch/Pado Porch /Patio • FenseJFire lace Fence/F -P Fencing +1,500 Fencing +1,50 Fencin +1,500 S ecial Features Averse Averse Averse Det Shop -5,000 • Net AdusMenl oral + - $ 2.80 ® + El - $ 8,50 + - $ 6,600 Adjusted Sale Price: of Comparables Net Adj. 2.2% Gross Adj. 8,5%,$ 129,800 Net Adj. 7.5% Gross Adj. 7.5% $ 122.50 Net Adj. Gross Ad'. 17.1%1$ 103,600 - 1 did I I did not research the sale or transfer histo of the subject roe and com arehle sales. It not, a lain M research Rigid ❑ did not reveal an urn sales or transfers of the subject property for the three years prior to the effective date of this appraisal. Data Sauroe s Realist Cthouse Records M research Odid K did not reveal any pror sales or transfers of the comparable sales for the year prior to the data of sale of the comparable sale. Data Source(s) Realist Courthouse Records Report the results of the research and analysis of the remor sale or transfer history of the subject properVty and cam arable sales (mood Moitored pror sales on page 3j. ITEM SUBJECT COMPARABLE SALE #1 COMPARABLE SALE #2 COMPARABLE SALE #3 Date of Prior Sale/Dansfer 03/07/2014 Price of Prior Sale/Transfer $0 Data Sources Realist Cth Rec Realist Cth Rec Realist Cth Reo- Realist Cth Rec Eflecbve Date of Oala Source s 06/1512075 06/15/2016 06/15/2016 06/15/2016 Analysis of prior sale or transfer history of the subject property and comparable sales Previous warranty deed for subject from Detherow to Detherow Trust. No other sales history noted on subject or com arables other than noted above. Summary of Sales Comparison Approach All sales have been given a ual consideration. After researching sub ects general market area these com arables used were considered to be the most pertinent and reliable indications of market value. Comps from same area or similar competing area to subject. Area considered stable over last 12 months. Indicated Value by Sales Comparison Approach $ 125,000 Indicated Value by: Sales Comparison A roach$ 125,000 Cost Approach (ff developed) $ Income Approach (if develo ed)$ The final estimate of market value was derived from the sales comparison analysis as it best reflects the actions of the bu errs and sellers in Codas market. Income approach not used as subject is not considered to be a rental. - This appraisal is made Xf "as is ", ❑ subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, ❑ subject to the following repairs or aterations on the basis of a hypothetical condition that the repairs or alterations have been completed, or ❑ subject to the • following reigned ins eckin based on the adraudinary assumption that the condition or deficiency does not require aberration or repair: Subject curvently used as single family and appraised as a single family residence per client. Zone CH per courthouse. "This is a summary appraisal report." Based on a complete visual inspection of the interior and exterior areas of the subject property, defined scope of work, statement of assumptions and limiting conditions, and appraiser's certification, my (our) opinion of the market value, as 2fined, of the real property that is the subject of this report is $ 125,000 as of 06/3012016 which is the date of inspection and the effective date of this appraisal. Freddie Mac Form 70 March 2005 UAO Version 9/2011 Page 2 of 6 Fannie Mae Form 1004 March 2005 Form 1004UAD - "TOTAL' appraisal sothvare by a Ia mode, Inc. -1- 800- AtAMODE serial# SAFFAD14 Uniform Residential Appraisal Report File #4264 Freddie Mac Form 70 March 2005 UAD Version 9/2011 Page 3 of 6 Fannie Mae Form 1004 March 2005 Form 1004UAD - " TOTAL` appraisal software by a la mode, inc. -1- 800- ALAMODE Serial# 5AFFAD14 COST APPROACH TO VALUE (not t` required b Fannie Mae Provide ade sate informafion for the lender /client to replicate the below cost figures and calculations. Support for the opinion of s0e value (summary of comparable land sales or other methods for estimafing site value) County assessor, recent land sales ESTIMATED ❑ REPRODUCTION OR REPLACEMENT COST NEW OPINION OF SITE VALUE - _$ 50,000 Source of cost data DWELLING S .Ft. @S - - - - - -- =$ Quality cmng from cost service Effective date of cost data S .H. @ $ ------- =S Comments on Cost Approach mss living area calculations, dereciator, etc. ------- =$ Garage/Carport S .FL @ $ -- =$ Total Estimate of Cast -New __ _. =S Less Ph sical FURCJDRal Eztemal Fopllciauon =S Depreciated Cost of Improvements =$ "As -is" Value of Site Improvements =S Estlmated Remaining Economic Life (HUD and VA only) 50 Years I INDICATED VALUE BY COSTAPPROACH _- _._ ...... ..... .. __ - - =5 :INCOME APPROACH TO VALUE (notrequrred b Fannie Mae) Estlmated Monthty Market Rents % Gross Rent MUllilier =$ Indicated Value by Income Approach Summary of Income Approach lincluding support for market rent and GRM) PROJECT INFORMATION FOR PUDa Cd applicable) Is th e develop er/ouilder in control of th e Homeowners' Association (H OA)? ❑ Yes 0 No Unit type (s) Detached Attached Provide the following information for PUDs ONLY 4 the developer/builder is in control of the HOA and the subject property is an attached dwelling unit Legal Name of Project Total number of phases Total number of ungs Total number of units sold Total number of units rented Total number of units for sale Data sources Was the project created by the conversion of existing buildir s into a PUD? Yes No If Yes, date of conversion. Dce n units? Yes ❑No Data Source Are the units, common elements, and recreation facilities complete? Yes No If No, describe the status of cam lefion. Are the common elements leased to or by the Homeowners' Association? Yes No If Yes, descnbe the natal terms and options, Describe common elements and recreational facilities. Freddie Mac Form 70 March 2005 UAD Version 9/2011 Page 3 of 6 Fannie Mae Form 1004 March 2005 Form 1004UAD - " TOTAL` appraisal software by a la mode, inc. -1- 800- ALAMODE Serial# 5AFFAD14 UnITon Kesloential Appraisal Kewrt This report form is designed to report an appraisal of a one -unit property or a one -unit property with an accessory unit; including a unit in a planned unit development (PUD). This report form is not designed to report an appraisal of a manufactured home or a unit in a condominium or cooperative project. This appraisal report is subject to the following scope of work, intended use, intended user, definition of market value, statement of assumptions and limiting conditions, and certifications. Modifications, additions, or deletions to the intended use, intended user, definition of market value, or assumptions and limiting conditions are not permitted. The appraiser may expand the scope of work to include any additional research or analysis necessary based on the complexity of this appraisal assignment. Modifications or deletions to the certifications are also not permitted. However, additional certifications that do not constitute material alterations to this appraisal report, such as those required by law or those related to the appraiser's continuing education or membership in an appraisal organization, are permitted. SCOPE OF WORK: The scope of work for this appraisal is defined by the complexity of this appraisal assignment and the reporting requirements of this appraisal report form, including the following definition of market value, statement of assumptions and limiting conditions, and certifications. The appraiser must, at a minimum: (1) perform a complete visual inspection of the interior and exterior areas of the subject property, (2) inspect the neighborhood. (3) inspect each of the comparable sales from at least the street, (4) research, verify, and analyze data from reliable public and/or private sources, and (5) report his or her analysis, opinions, and conclusions in this appraisal report. INTENDED USE: The intended use of this appraisal report is for the lender /client to evaluate the property that is the subject of this appraisal for a mortgage finance transaction. INTENDED USER: The intended user of this appraisal report is the lender /client. DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of this from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he or she considers his or her own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U. S. dollars or in terms of financial arrangements comparable thereto: and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the sale. `Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgment. STATEMENT OF ASSUMPTIONS AND LIMITING CONDITIONS: The appraiser's certification in this report is subject to the following assumptions and limiting conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the rlle to it, except for infomraton that he or she became aware of during the research involved in performing this appraisal. The appraiser assumes that the rule is good and marketable and will not render any opinions about the five. 2. The appraiser has provided a sketch in this appraisal report to show the approximate dimensions of the improvements. The sketch is included only to assist the reader in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in this appraisal report whether any portion of the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand, or as otherwise required by law. 5. The appraiser has noted in this appraisal report any adverse condittons (such as needed repairs, deterioration, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the research involved in performing the appraisal. Unless otherwise stated in this appraisal report, the appraiser has no knowledge of any hidden or unapparent physical deficiencies or adverse conditions of the property (such as, but not limited to, needed repairs, deterioration, the presence of hazardous wastes, toxic substances, adverse environmental conditions, etc.) that would make the property less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, this appraisal report must not be considered as an environmental assessment of the property. 6. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that the completion, repairs, or alterations of the subject property will be performed in a professional manner. Freddie Mac Form 70 March 2005 UAD Version 9/2011 Page 4 of 6 Fannlo Mae form 1004 March 2005 Form 1004UAD -" TOTAL "aooraisal software by a la mode. Inc. - 1-800-ALAMODE S.mf#SAFFAD14 Uniform Residential Appraisal Report File# 4264 APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 1. 1 have, at a minimum, developed and reported this appraisal in accordance with the scope of work requirements stated in this appraisal report. 2. 1 performed a complete visual inspection of the interior and exterior areas of the subject property. I reported the condition of the improvements in factual, specific terms. I identified and reported the physical deficiencies that could affect the livability, soundness, or structural Integrity of the property. 3. 1 performed this appraisal in accordance with the requirements of the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal report was prepared. 4. 1 developed my opinion of the market value of the real property that is the subject of this report based on the sales comparison approach to value. I have adequate comparable market data to develop a reliable sales comparison approach for this appraisal assignment. I further cetify that I considered the cost and income approaches to value but did not develop them, unless otherwise indicated in this report. 5. 1 researched, verified, analyzed, and reported on any current agreement for sale for the subject property, any offering for sale of the subject property in the twelve months prior to the effective date of this appraisal, and the prior sales of the subject property for a minimum of three years prior to the effective date of this appraisal, unless otherwise indicated in this report. 6. 1 researched, verified, analyzed, and reported on the prior sales of the comparable sales for a minimum of one year prior to the date of sale of the comparable sale, unless otherwise indicated in this report. 7. 1 selected and used comparable sales that are locationally, physically, and functionally the most similar to the subject property. 8. 1 have not used comparable sales that were the result of combining a land sale with the contract purchase price of a home that has been built or will be built on the land. 9. 1 have reported adjustments to the comparable sales that reflect the market's reaction to the differences between the subject property and the comparable sales. 10. 1 verified, from a disinterested source, all information in this report that was provided by parties who have a financial interest in the sale or financing of the subject property. 11. 1 have knowledge and experience in appraising this type of property in this market area. 12. 1 am aware of, and have access to, the necessary and appropriate public and private data sources, such as multiple listing services, tax assessment records, public land records and other such data sources for the area in which the property is located. 13. 1 obtained the information, estimates, and opinions furnished by other parties and expressed in this appraisal report from reliable sources that I believe to be true and correct. 14. 1 have taken into consideration the factors that have an impact on value with respect to the subject neighborhood, subject property, and the proximity of the subject property to adverse influences in the development of my opinion of market value. I have noted in this appraisal report any adverse conditions (such as, but not limited to, needed repairs, deterioration, the presence of hazardous wastes, toxic substances, adverse environmental conditions, etc.) observed during the inspection of the subject property or that I became aware of during the research involved in performing this appraisal. I have considered these adverse conditions in my analysis of the property value, and have reported on the effect of the conditions on the value and marketability of the subject property. 15. 1 have not knowingly withheld any significant Information from this appraisal report and, to the best of my knowledge, all statements and information In this appraisal report are true and correct. 16. 1 stated in this appraisal report my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the assumptions and limiting conditions in this appraisal report. 17. 1 have no present or prospective interest in the property that is the subject of this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and /or opinion of market value in this appraisal report on the race, color, religion, sex, age, marital status, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property or on any other basis prohibited by law. 18. My employment and/or compensation for performing this appraisal or any future or anticipated appraisals was not conditioned on any agreement or understanding, written or otherwise, that I would report (or present analysis supporting) a predetermined specific value, a predetermined minimum value, a range or direction in value, a value that favors the cause of any party, or the attainment of a specific result or occurrence of a specific subsequent event (such as approval of a pending mortgage loan application). 19. 1 personally prepared all conclusions and opinions about the real estate that were set forth in this appraisal report. If I relied on significant real property appraisal assistance from any individual or individuals in the performance of this appraisal or the preparation of this appraisal report, I have named such individual(s) and disclosed the specific tasks performed in this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in this appraisal report; therefore, any change made to this appraisal Is unauthorized and I will take no responsibility for it. 20. 1 identified the lender /client in this appraisal report who is the individual, organization, or agent for the organization that ordered and will receive this appraisal report. Freddie Mac Form 70 March 2005 UAO Version 9/2011 Page 5 of 6 FannjoMao Form 1004 March 2005 , isz. Fnrminn4t)Ag - "Tn TAI "annmisalsngwarehvalamnde. inc_- 1-Agg-AIAWDF se..,ie zeviceme UnlTorm Yfesiaenval Hppralsal heporr File #4264 21. The lender /client may disclose or distribute this appraisal report to: the borrower; another lender at the request of the borrower, the mortgagee or its successors and assigns; mortgage Insurers; government sponsored enterprises; other secondary market participants; data collection or reporting services; professional appraisal organizations; any department, agency, or instrumentality of the United States; and any state, the District of Columbia, or other jurisdictions; without having to obtain the appraiser's or supervisory appraiser's (it applicable) consent. Such consent must be obtained before this appraisal report may be disclosed or distributed to any other party (Including, but not limited to, the public through advertising, public relations, news, sales, or other media). 22. 1 am aware that any disclosure or distribution of this appraisal report by me or the lender /client may be subject to certain laws and regulations. Further. I am also subject to the provisions of the Uniform Standards of Professional Appraisal Practice that pertain to disclosure or distribution by me. 23. The borrower, another lender at the request of the borrower, the mortgagee or its successors and assigns, mortgage Insurers, government sponsored enterprises, and other secondary market participants may rely on this appraisal report as part of any mortgage finance transaction that involves any one or more of these parties. 24. If this appraisal report was transmitted as an "electronic record" containing my "electronic signature," as those tens are defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmission of this appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and valid as If a paper version of this appraisal report were delivered containing my original hand written signature. 25. Any intentional or negligent misrepresentation(s) contained in this appraisal report may result in civil liability and /or criminal penalties including, but not limited to, fine or Imprisonment or both under the provisions of Title 18, United States Code, Section 1001, at seq., or similar state laws. SUPERVISORY APPRAISER'S CERTIFICATION: The Supervisory Appraiser certifies and agrees that: 1. 1 directly supervised the appraiser for this appraisal assignment, have read the appraisal report, and agree with the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 2. 1 accept full responsibility for the contents of this appraisal report including, but not limited to, the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 3. The appraiser identified in this appraisal report is either a sub - contractor or an employee of the supervisory appraiser (or the appraisal firm), is qualified to perform this appraisal, and is acceptable to perform this appraisal under the applicable state law. 4. This appraisal report complies with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place at the time this appraisal report was propared. 5. If this appraisal report was transmitted as an "electronic record" containing my 'electronic signature," as those terms are defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmission of this appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and valid as If a paper version of this appraisal report were delivered containing my original hand written signature. Name Telephone Number 918 -245 -1765 Email Address toddoadenCalsbcolobat.net Date of Signature and Report 0710712016 Effective Date of Appraisal OM012016 State Certification # or State License # 12698SLA or Other (describe) state# State OK Expiration Date of Certification or License 1 0131 /201 8 ADDRESS OF PROPERTY APPRAISED Owasso, OK74055 APPRAISED VALUE OF SUBJECT PROPERTY $ 125,000 LENDERICLIENT Name No AMC Company Name Client John W Peary Company Address Owasso. OK 74055 Email Address ifeary(OUchofowasso.cam SUPERVISORY APPRAISER (ONLY IF REQUIRED) Signature Name Company Name Company Address Telephone Number Email Address Date of Signature State Certification # or State License # State Expiration Date of Certification or License SUBJECT PROPERTY ❑ Did not inspect subject property ❑ Did inspect exterior of subject property from street Date of Inspection ❑ Did inspect interior and extedorof subject property Date of Inspection COMPARABLE SALES ❑ Did not Inspect exterior of comparable sales from street ❑ Did inspect exterior of comparable sales from street Date of Inspection Freddie Mac Form 70 March 2005 UAD Vemian 9/2011 Page 6 of 6 FairlitIp Mae Form 1004 March 2005 Form 1004HE - 'TOTAL" ammisal soMvam by 2 la mode. Inc.. t- eon.AIAMnDE Building Sketch Borrower Client: John Fea City of Owasso Pro a Address 120 E 2nd St Ci Owasso Coun Tulsa State OK Zip Code 74055 Lender /Client Client: John W Feary Form SKT.BldSki -' TOTAL "amamsal software 6v a la mode. inc. -1- 800- AIAMODE s.a.rasACCeme 21.4' 47.6' 4.6' 1/2 :edoom Bedroom Bedroom Bath Nook Kitchen C CI, Bath 37' CI. 19.7' 2 Car s Living Room CI• CI. Bath Garage 16.5' Bedroom 26.8' 6.6' 24.9' 17.3' Area Ukulatiq� Summary Lrvin Area Calmlatlgn Uetai6 first rbor 1613.1 Soft 10.1 x21.4 =2161 37 x 17.3 = 640.1 4.1 x 4.6 - 18.9 25.8 x 26.8 = 691.4 13.3 x 3.5 = 46.6 TOtal Living Am (R..nded): 3633 Sq ft ICa- living 2 Car AttarAetl 2 479.3 So R 19.7 x 21.4 = 421.6 3.5 x 16.5 = 57.8 Form SKT.BldSki -' TOTAL "amamsal software 6v a la mode. inc. -1- 800- AIAMODE s.a.rasACCeme Location Map tawer Client John Fu C' of Owasso Addrese 120 E 2nd St Chy Owasso CouWy Tulsa SIM OK Tip Code 94055 Lender/Cllenl Client John W Feary Form MAP.LOC - 'TOTAL" appraisal software by a Is mode, ino. - 1-800-ALAMODE SenalC SAFFA0U Subject Photo Page knower Client: John Fes C' of Owasso Early Add. 120 E 2nd St city Owasso COMIY Tulsa State OK TJ13 Code 74055 lender/Crient Client: John W Feary Subject Front 120 E 2nd St Sales Price (loss Living Area 1,613 Total Rooms 6 Total Bedrooms 4 Total Bathrooms 2.1 Location N;Res; View N;Res; She 11,250 sf Quality 03 Age 35 Subject Rear Subject Street --,g fu.- Form PICPIX.SR - 'TOTAL° aootaisal software by a Is mode, roc. -1- 800- ALAMODE SedaW 5AFFAUI{ Subject Photo Page Baor Client John Fea C' of Owasso P newAddress 120 E 2nd St City Owasso County Tulsa State OK Zip Code 74055 Lender/Client Client John W F"ry Subject Front 120 E 2nd St Sales Price Gross LNing Area Total Rooms Total Bedrooms Total Bathrooms Localion View site Quality Age 1,613 6 4 2.1 N;Res; N;Res; 11,250 sf 03 35 Subject Rear Subject Storage door on fence side too close to fence to open fully Farm PICPV.SR - 'TOTAL" am sisal software by a Is mode, roc. -1- 800- ALAMODE S.6.19 SAFFAn14 Subject Photo Page BOa0wer ClienL'John Fee C of Owasso Pro a Address 120 E 2nd St aq Owasso County Tulsa Stale OK 21 Cade 74055 Lender /Client Client John W Feary s .. r .:.�, ... Church across street 120 E 2nd St Sales Price Gross Living Area 1,613 Toll Roams 6 Total Beckons 4 Total Bathrooms 2,1 Location N;Rm; Yew N;Res; She 11,250 of Quality 03 Age 35 Street /Commercial across street Form PICPIX.SR - ROTAP appraisal software by a Is mode, inc. -1- 800- ALAMODE eatltlr SAWADI4 Subject Interior Photo Page BoMa Client: John Fea C' of Owasso Pm B Address 120 E 2nd St q Owasso County Tulsa State OK Zip Code 74055 Lender /Client Client John W Feary Subject Kitchen 120 E 2nd St Sales Pdce Gross LMng Area 1,613 Total Booms 6 Total Bedmoms 4 Total Bathrooms 2-1 Locafion N;Rm; Yew N;Res; Site 11,250 of Duality Q3 Age 35 Subject Living Room Subject Bathroom Form PICPIKSI - 'OTAL'appraisal software by a Is mode, inc. -1- 800- AtAMODE SBna105AFFAD14 Subject Interior Photo Page Borrower Client: John Fea City of Owasso Pro a Address 120E 2nd St city OMSSO Comity Tulsa State OK Zip Code 74055 LondegCllent Client John W Feary 1 N i Subject Bedroom 120 E 2nd St Sales Price Gress Living Area 1,613 Total Rooms 6 Total Bedrooms 4 Total Bathrooms 2.1 Location N;Res; View N;Res; site 11,250 sf Gualily Q3 Age 35 Subject Bathroom Subject 1/2 Bathroom i "' ,. Porn PICPlX.SI - "OTAL' appraisal software by a la mode, inc. -1- 800- ALAMODE Sams SAFFAD14 Subject Interior Photo Page Borrower Client: Jahn Fea C' of Owasso Pro a A�ress 120 E 2nd St city Owasso County Tulsa Stele OK. Zp Code 74055 Lender /Client Client: John W Feary Subject Bedroom 120 E 2nd St Sales No Gross LIuInB Area 1,613 Total Rooms 6 Total Bedrooms 4 Total Bathrooms 2.1 Location N;Res; Yew N;Res; She 11,250 sf Quality 03 Age 35 Subject Bedroom Subject Bedroom Fun PICPO(.SI - 'TOTAL' aonraisal software by a la mode, inc. -1- 800- ALAMODE s.ns sa�amt Comparable Photo Page Bonower Client John Fez C" or Owasso Pro a Address 120 E 2nd St gtir Owasso County Tulsa State OK ZlDGOdB 74055 Lender L11ent Client John W Feary !Raw Comparable 1 802 E 8th St Prox to Subject 0.55 miles NE Sales Price 127,000 Gross Living Area 1,505 Total Rooms 6 Total Bedrooms 2 Total Bathrooms 2.0 Location N;Ras; Yew N;Res; site 15000 sf Quality Q3 Age 55 Comparable 2 318 N Carlsbad St Pmx to Subject 0.32 miles NW Sales Price 114,000 Gross I- Mng Area 1,526 Total Rooms s Total Bedrooms 3 Total Bathrooms 2.0 Location N;Res; Yew N;Res; Site 7442 sf Quality 03 Age 48 Comparable 3 315 N Carlsbad St Prox to Subject 0.29 miles NW Sales Price 97,000 Gross Living Area 1,481 Total Rooms 6 Total Bedrooms 3 Total Bathrooms 1.1 Location N;Res; View N;Res; She 7688 sf Quality Q3 Age 48 Farm PIGPD(.CR - 'TOTAL° ag9raisal software by a la mode, Inc. - 1- 80D-ALAM00E U9.105WA014 Market Conditions Addendum to the Appraisal Report File No. 4264 The purpose of this addendum is to provide the lender /client with a clear and accurate understanding of the market trends and conditions prevalent in the subject neighborhood. This is a required addendum for all appraisal reports with an effective dale on or after dl 1, 2009. Propperly Address 120 E 2nd St City Owasso Stale OK 7JP Code 74055 Borrower Client John Feary, City of Owasso Instructions: The appraiser must use the Information required on this form as the basis for his/her conclusions, and must provide support for those conclusions, regarding housing bends and overall market conditions as reported in the Neighborhood section of the appraisal report form. The appraiser must fill in all the information to the extent A Is available and reliable and must provide analysis as Indicated below. g any required data is unavailable or Is considered unreliable, the appraiser must provide an explanation. it Is recognized that not all data sources will be able to provide data for the shaded areas below; If it is available, however, the appraiser must include the data in the analysis. If data sources provide the required Information as an average instead of the merger, the appraiser should report the available figure and Identify it as an average. Sales and listings must be properties that compete with the subject propene, determined by applying the criteria that would be used by a prospective buyer of the subject property. The appraiser must explain any an gas in the data, such as seasonal markets, new construction, foreclosures, etc. Inventory Analysis Prior 7 -12 Months Prior 4-6 Months Current -3 Months Overall Trend Total # of Comparable Sales (Settled) 3 0 3 ❑ Increasing Stable Oacgnin Absorption Rate (Total SaleslMonths 0.50 N/A 1.00 Increasing ®Stable ❑Decrinin Total # of Comparable Active Listings N/A N/A 2 C1 Declaing R Stable ❑ Increasing Months of Housing Supply (Toted LhUn s/Alt.Rare N/A N/A 2.0 ❑ Declining 29 Stable Ixreasim Medial Sale & list PrIM DOM, Sale/List% Prior 7- 12 Months Pala 4-6 Months Current -3 Months Overall Trend Median Comparable Sale Price 127,000 N/A 113.000 0 Increasing IN Stable I ❑ Declining Median Comparable Sales Days an Market 19 N/A 20 ❑ Declining ® Stable JEJ Increasing Median Comparable list Price 135.500 N/A 119 000 ❑ Inereasin ®SYahle ❑ Oedin Median Comparable LI ' s Days on Market N/A N/A 36 ❑ Declining ® Stable ❑ Mcreasin Median Sale Price as %of List Price 93.7%% N/A 95 Increasing ID9 Stable I ❑ Declining Seger - develo er, builder, etc. ald financial assistance prevalent? ® Yes ❑ No ❑ Declining IN Stable ❑ Increasing Explain In detail the seller con asslons trends for the past 12 months (e.g., seller contributions increased from 3% to 5 %, increasing use of buydowns, closing costs, condo fees, options. etc.. Of the 6 wrinparable, home sales In subjects cxmimanable area for the year, sales prim was hi her than list once, 0 times per MILS. Are foreclosure sales (REO sales afactor in the market? Yes ® No If yes, explain (including th e trerlds in listings and sales of foreclosed ro ertles . Of the 6 wim reble home sales found for last year in subject area r MLS it a eared that 0 of the comparable sales was corporste owned. Cite data sources for above Information. MILS research from subject area. No Isithrin Information found from fine periods 7 -12 months ago and 4-8 months a o on MILS. Summama the above Information as support for your conclusions In the Neighborhood sectlon of the appraisal report farm. If you used any additional Information, such as an analysis of pending sales andfor wined and withdrawn listings. N formulate your conclusions ovide both an explanation and support for your conclusions. Overall trends in subject comparable area considered to be stable. Curramily 2 comparable active Itsfin s in the area. 11 the subject is a unit Ina condoroinlumorcooperalive project, complete the following: Project Name: Subject Project Data Prior 7 -12 Months Prior 4-6 Months I Current- 3M0nt- OverallTrend Total # of Comparable Sales SeMed Increasing Stable Declining Absorption Rate (Total Sales/Months ❑ Increasing ❑ Stable ❑ Deeming Total # of Active Comparable Llshn s I ❑ Declining I ❑ Stable JLJ Increasing Months of Unit Su (Total lhsbn Ab.Rate Declining Stable 11 1 Increasin Are foreclosure sales (REO sales) a factor in %e project? LJ Yes No If yes, indicate the number of REO listings and explain the bends In listings and sales of foreclosed properties. . Summarize the above trends and address the intact an the subject unit and project Si naldr I I Signature . Appralst Name Todd A- Paden Supervisory Appraiser Name Com an kName Paden Appraisals. Inc. Corn my Name Compani 91 4 god Company Address - State LicentsiXeM State License/Certification # Stato Email Address toddpaden@sbcglobal .net Emafi Address Freddie Mac Form 71 March 2DO9 Page 1 of 1 Fannie Mae Fdfm-1004MC March 2009 ,ir ii -- Form 1004MC2- TOTAL' appraisal software by a Is mode. Inc.- 1- MI0- ALAMODE s.n.rasaFF 4 MULTI- PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY RELATED TRANSACTIONS Todd Paden Borrower Client: John Fearv. CRY of Owasso Property Address 120 E 2nd St Ci Owasso Cmely Tulsa State OK Zip Code 74055 Lender /Client Client: John W Feary This Mulfi- Purpose Supplemental Addendum for Federally Related Transactions was designed to provide the appraiser with a convenient way to comply with the current appraisal standards and requirements of the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of Currency (OCC), The Office of Thrift Supervision (OTS), the Resolution Trust Corporation (RTC), and the Federal Reserve. This Multi- Purpose Supplemental Addendum is for use with any appraisal. Only those statements which have been checked by the appraiser apply to the property being appraised. X PURPOSE & FUNCTION OF APPRAISAL The purpose of the appraisal is N esOmate the market value of the subject property as defined herein. The function of the appraisal is to assist the above -named Lender in evaluating the subject property for lending purposes. This is a federally related hansachon. ® EXTENT OF APPRAISAL PROCESS XI The appraisal is based on the infonnagon gathered by the appraiser from public records, other identified sources, inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The original source of the compambles is shown in the Data Source section of the market grid along with the source of confirmation, if available. The original source is presented first. The sources and data are considered reliable. When congicting information was provided, the source deemed most reliable has been used. Data believed to be unreliable was not included in the report nor used as a basis for the value conclusion. ❑ The Reproduction Cost is based on supplemented by the appraiser's knowledge of the local market. ® Physical depreciation is based on the estimated effecfive age of the subject property. Functional and/or oriental depreciation, I present, is specifically addressed in the appraisal report or other addenda. In estimating the site value, the appraiser has relied on personal knowledge of the local market. This knowledge is based on prior and/or current analysis of site sales and/or abstraction of site values from sales of improved propeNes. ® The subject property is located in an area of primarily owner - occupied single family residences and the Income Approach is not considered to be meaningful. For this reason, the Income Approach was not used. ❑ The Estimated Market Rent and Gross Rent Mulfipiier utilized in the Income Approach are based on the appraiser's knowledge of the subject market area. The rental knowledge is based on prior and/or current rental rate surveys of residential propertes. The Gross Rent Multiplier is based on prior and/or current analysis of prices and market rates for residential properges. ❑ For income producing properties, actual rents, vacancies and expenses have been reported and analyzed. They have been used to project future rents, vacancies and expenses. ® SUBJECT PROPERTY OFFERING INFORMATION According to TulsaMLS the subject property: ® has not been offered far sale in the past: ❑ 30 days ® i year ❑ 3 years. ❑ is currently off card for sale for S ❑ was - offered for sale within the past ❑ 30 days ❑ 1 year ❑ 3 years for 5 ❑ Offering infernagonwasw nwvin the final reconciliation of value. ❑ Offering information was not considered in the final reconciliation of value. ❑ Offering informabon was not available. The reasons for unavailability and the steps taken by the appraiser are explained later in this addendum. ® SALES HISTORY OF SUBJECT PROPERTY According to Cthouse Records the subject property: ❑ Has not transferred ❑ in the past twelve months. ❑ In the past tNlty-six months. ❑ in the past 5 years. Has hansierred ❑ in the past twelve months. X in the past thirty -sic months. ❑ in the past 5 years. ❑ All prior sales which have occurred in the past 3 years are listed below and reconciled to the appmised value, either in the body of the report or in the addenda. ® FEMA FLOOD HAZARD DATA ® Subject property is not located in a FEMA Special Flood Hazard Area. ❑ Subject property is [mated in a FEMA Special Flood Hazard Area. Zane FEMA Map /Panel # Map Date Name of Community X 40143C0138L 10/1612012 Tulsa County ❑ The community does not range pat in the Nalonal Flood Insurance Program. ❑ The community does narfi ioatein the National Flood Insurance Program. ❑ It is covered by angular program. ❑ It is covered by ane0lemencyprogram. Page 1 of 2 ° Form MPA3 - "TOTAL" appraisal software by a la mode, Inc. - 1- 800-ALAMODE Senala 5AFFAD14 Data Sales Price Document # Seller Buyer 03/0712014 0 33558 Detherow Detherow Trust ® FEMA FLOOD HAZARD DATA ® Subject property is not located in a FEMA Special Flood Hazard Area. ❑ Subject property is [mated in a FEMA Special Flood Hazard Area. Zane FEMA Map /Panel # Map Date Name of Community X 40143C0138L 10/1612012 Tulsa County ❑ The community does not range pat in the Nalonal Flood Insurance Program. ❑ The community does narfi ioatein the National Flood Insurance Program. ❑ It is covered by angular program. ❑ It is covered by ane0lemencyprogram. Page 1 of 2 ° Form MPA3 - "TOTAL" appraisal software by a la mode, Inc. - 1- 800-ALAMODE Senala 5AFFAD14 ® CURRENT SALES CONTRACT ® The subjectpmperty, Iscumently notundercontad ❑ The contact me /or escrow instructionswere not available for rev ew The unavailability of the contract is explained later in the addenda section. ❑ The eDntactan eVorescmwinstucgonswere reviewed The following summarizes the contact Conbact Cate Amendment Date Contract Price Seller ❑ The contact Indicated that personal propertywaa rid incfuded in the sale. ❑ The contract indicated that personal propertywasinchuded tconsisled of Estimated contributory value is $ El Personal propertywae not innbuled in the final value estimate. ❑ Personal property was Included in the final value estimate. ❑ The contact indicated no finam; no concessions Cr other Incentives. ❑ The Contact Indicated the follow no concessionaof Incentives: ❑ II concessions or incentives exist the comparables were checked for similar concessions and appropriate adjustments were made, I applicable, an Mal the final value conclusion is in compliance with the Market Value defined herein. ® MARKET OVERVIEW Include an explanation of current market conditions and trends. 1 -12 months Is considered a reasonable marketing period for the subject property based on Market analysis of the area. ❑ ADDITIONAL CERTIFICATION The Appraiser cemFies and agrees that (1) The analyses, opinions and conclusions were developed, and this report was prepared, in conformity with the Uniform Standards of Professional Appraisal Practice CUSPAP"), except that lye Departure Provision of the USPAP does riot apply. (2) Their compensation is not contingent upon the mpoNng of predetermined value or direcfion in value that favors the cause of the client, the amount of the value estimate, the attainment of a stipulated result or the occurrence of a subsequent event. (3) Thls appraisal assignment was not based on a requested minimum valuation, a specific valuation, athe approval of a loan. ® ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS The value estimated is based on the assumption that the property is not negatively affected by the existence of hazardous substances or detrimental environmental conditions unless otherwise stated in this report. The appraiser is not an expert in the identification of hazardous substances or detrimental environmental conditions. The appraiser's routine inspection of and inquiries about the subject property did not develop any information that Indicated any apparent significant hazardous substances or detrimental environmental conditions which would affect the property negatively unless otherwise stated in this report. it is possible that testa and inspections made by a qualified hazardous substance and environmental expert would reveal the existence of hazardous substances a detrimental environmental conditions on or around the properry that would negatively affect its value. ❑ ADDITIONAL COMMENTS ® APP AISER'S SIGNATU LI S CERTIFICATION Appraiser's S nature Effective Date 06/30/201 Data Prepared 07/07/2016 Appraiser's N (print) Todd A. Paden Phone # 918- 245 -1765 Stale OK Tax ID# 2 0-5 8 6 4182 ❑ CO -SIGNI ❑ The co- signing appraiser has oednnally inspected the subject property, both inside and out, and has made an exledor inspection of all comparable sales Is0d in the repoR The report was prepared by the appraiser under direct supervision of the co- Signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report including the value conclusions and the limiting conditions, and confines that the certifications apply fully to the co- signing appraiser. ❑ The co-signing appraiserhas not personally tnsnectedthe interior of the subject property and: ❑ has not Insnecicdthe exterior of the subject property and all comparable sales listed In the report ❑ has inspeCtAthe exterior of the subject property and all comparable sales fisted in the report ❑ The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report including the value conclusions and the limiting configure, and confirms that the certfficafions apply fully fo the co- signing appraiser with the exception of the certficatico regarding physical Inspections. The above describes the level of inspection performed by Me co-signing appraiser. ❑ The co-signing appraiser's level of inspection, involvement in the appraisal process and certification are covered elsewhere in the addenda section of this appraisal. ❑ CO- SIGNING APPRAISER'S SIGNATURE & LICENSE /CERTIFICATION Co- Signing Appraiser's Signature Effective Date Dale Prepared Co- Signing Appraiser's Name (print) Phone # State ❑ license ❑ Certification # Tax ID Or Page 2 of 2 Fenn MPA3 - 'TOTAL" appraisal software by a Is mode, inc. -1- 800- ALAMODE SenaIY SAFFAn14 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both pardes are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the sale. Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments am necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily idenfifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgement. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the We to it. The appraiser assumes that the tine is goad and marketable and, therefore, will not render any opinions about the titre. The property, is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Fedeml Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an Identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or Implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the fond and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appmisal. Unless otherwise stated in the appraisal report, the appralser has no knowledge of any hidden or component conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the propedy, 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. B. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to safisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender /client specified in the appraisal report can distribute the appraisal room (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department. agency, or instrumentally of the United States or any state or the District of Columbia; except that the tender /client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appmisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Freddie Mac Farm 439 6 -93 Page 1 of 2 1 J:ta$d2.Mae Form 1004B 6 -93 Todd Paden Sene145AFFAD14 APPRAISER'S CERTIFICATION: The Appraiser ratifies and agrees that 1. 1 have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject properly for consideration In the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant hem in a comparable properly Is superior to, or mom favorable than, tie subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, If a significant item in a comparable property is interior to, or less favorable Nan the subject property. I have made a positive adjustment to Increase the adjusted sales price of tie comparable. 2. 1 haw: taken Into conslderatlon the factors that have an impact on value In my development of the estimate of market value In [he appraisal report I have not tauntingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and intonation in the appraisal report are true and correct 3. 1 stated In the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and timidng conditions specified In this form. 4. 1 have no present or prospective interest N the property that is the subject to this report and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis andor the estimate of market value in the appralsal report on the race, color, religion, sm handicap, faMlial status, or national origin of either the prospective owners or occupants at the subject property or of the present owners or occupants of the properties in the vicinity of the subject properly. S. I have no present or contemplated future interest in the subject properly, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. 1 was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for perforating the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific winger, or the need to approve a specific mortgage loan. 7. 1 performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were In place as of tie effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable lime for exposure in the open market Is a condNon in the definition of market value and the estimate I developed is consistent with the marketing fine noted In the neighborhood section of this report urdess I have otherwise stated In the reconciliation section. 8. 1 have personally inspected to interior and exterior amas of the subject property and the exterior of all properties listed as oompambkes in the appraisal report I further cetify that I have noted any apparent or known adverse condNOns In the subject Improvements, on the subject site, or an any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of tie property value to the extent Nat I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. 1 personally prepared all conclusions and opinions about the real estate that were set forth In the appraisal report. It I relied on signlFicant professional assistance from any Individual or individuals in the performance of the appraisal or the preparation of the appraisal report have named such indiuidual(s) and disclosed the specific tasks performed by them In the reconcifletion section of this apprasal report I certify that any individual so named is qualfied to perform the tasks. I have not authorized anyone to make a change to any hem In the report; therefore, ff an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report he or she certifies and agrees that I directly supervise the appraiser who prepared the appraisal report have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to he bound by the appraiser's certficatons numbered 4 through 7 above, and am taking htll responsibility for the appraisal and the appraisal report. 11 �1 Name: Slate Ce tin OF or State license State: OK Expiration Data of Cerdfication or License: 10131/2018 SUPERVISORY APPRAISER (only if required): Signature: Name: Data Signed: State CertOCadon #: or State License #: State: Exaltation Date of Certification or ucense: El Did ❑ Did Not Inspect Property Freddie Mac Form 439 6-93 Page 2 of 2 .;'aryl ;,Mao Form 1004B 6.93 Form ACR - 'TOTAL' appraisal software by a la mode. Inc. -1- 800- ALAMODE eenaltl sAFFAma File No. 4264 UNIFORM APPRAISAL DATASET (UAD) DEFINITIONS ADDENDUM (Source: Fannie Mae UAD Appendix D: UAD Field- Specific Standardization Requirements) Condition Ratings and Definitions C1 The improvements have been recendy constructed and have not been previously occupied. The entire structure and all components are new and the dwelling features no physical depreciation. Note: Newly constructed Improvements that feature recycled or previously used materials and/or components can be considered new dwellings provided that the dwelling is placed on a 100 percent new foundation and the recycled materials and the recycled components have been rehabifdated/remanufactured into like -new condition. Improvements that have not been previously occupied are not considered "new" if they have any significant physical depreciation (that is, newly constructed dwellings that have been vacant for an extended period of time without adequate maintenance or upkeep). C2 The Improvements feature no deferred maintenance, little or no physical depreciaton, and require no repairs. Virtually all building components are new or have been recently repaired, refinished, or rehabilitated. All outdated components and finishes have been updated and/or replaced with components that meet current standards. Dwellings in this category are either almost new or have been recently completely renovated and are similar in condition to new construction. Note: The improvements represent a relatively new property that is well maintained with no deferred maintenance and little or no physical depreciation, or an older property that has been recently completely renovated. C3 The improvements are well maintained and feature limited physical depreciation due to normal wear and tear. Some components, but not every major building component, may be updated or recently rehabilitated. The structure has been well maintained. Note: The improvement is in its first -cycle of replacing short-lived building components (appliances, floor coverings, HVAC, etc.) and is being well maintained. Its estimated effective age is less than its actual age. It also may reflect property in which the majority of short-lived building components have been replaced but not to the level of a complete renovation. C4 The improvements feature some minor deferred maintenance and physical deterioration due to normal wear and tear. The dwelling has been adequately maintained and requires only minimal repairs to building components/mechanical systems and cosmetic repairs. All major building components have been adequately maintained and are functionally adequate. Note: The estimated effective age may be close to or equal to its actual age. It reflects a property in which some of the short-lived building components have been replaced, and some short-lived building components are at or near the end of their physical life expectancy; however, they still function adequately. Most minor repairs have been addressed on an ongoing basis resulting in an adequately maintained property. C5 The improvements feature obvious deferred maintenance and are in need of some significant repairs. Some building components need repairs, rehabilitation, or updating. The functional utility and overall livability is somewhat diminished due to condition, but the dwelling remains useable and functional as a residence. Note: Some significant repairs are needed to the improvements due to the lack of adequate maintenance. It reflects a property in which many of its short-lived building components are at the end of or have exceeded their physical life expectancy but remain functional, C6 The improvements have substantial damage or deferred maintenance with deficiencies or defects that are severe enough to affect the safety, soundness, or structural integrity of the improvements. The improvements are in need of substantial repairs and rehabilitation, including many or most major components. Note: Substantial repairs are needed to the improvements due to the lack of adequate maintenance or property damage. It reflects a property with conditions severe enough to affect the safety, soundness, or structural integrity of the improvements. Quality Ratings and Definitions at Dwellings with this quality rating are usually unique structures that are individually designed by an architect for a specified user. Such residences typically are constructed from detailed architecture[ plans and specifications and feature an exceptionally high level of workmanship and exceptionally high -grade materials throughout the interior and exterior of the structure. The design features exceptionally high- quality exterior refinements and ornamentation, and exceptionally high - quality interior refinements. The workmanship, materials, and finishes throughout the dwelling are of exceptionally high quality. Q2 Dwellings with this quality rafing are often custom designed for constmction on an individual property owner's site. However, dwellings in this quality grade are also found in high - quality tract developments featuring residence constructed from individual plans or from highly modified or upgraded plans. The design features detailed, high quality exterior omamentation, high - quality interior refinements, and detail. The workmanship, materials, and finishes throughout the dwelling are generally of high or very high quality. UAD Version 9/2011 (Updated 1/2014) ' Form uADDERNEIA -' TOTAL "aaoraisal software Ina la mode, me. - 1-800-ALAMODE SHri195AFFAm4 UNIFORM APPRAISAL DATASET (UAD) DEFINITIONS ADDENDUM (Source: Fannie Mae UAD Appendix D: UAD Feld- Specific Standardization Requirements) Quality Ratings and Definitions (continued) 03 Dwellings with this quality rating are residences of higher quality built from individual or readily available designer plans in above - standard residential tract developments or on an individual property owner's site. The design includes significant exterior ornamentation and intedors that are well finished. The workmanship exceeds acceptable standards and many materials and finishes throughout the dwelling have been upgraded from "stock ' standards. Q4 Dwellings with this quality rating meet or exceed the requirements of applicable building codes. Standard or modified standard building plans are utilized and the design includes adequate fenestration and some exterior ornamentation and interior refinements. Materials, workmanship, finish, and equipment are of stock or builder grade and may feature some upgrades. 05 Dwellings with this quality rating feature economy of construction and basic functionality as main considerations. Such dwellings feature a plain design using readily available or basic floor plans featuring minimal fenestration and basic finishes with minimal exterior ornamentation and limited interior detail. These dwellings meet minimum building codes and are constructed with inexpensive, stock materials with limited refinements and upgrades. Q6 Dwellings with this quality rating are of basic quality and lower cost; some may not be suitable for year -round occupancy. Such dwellings are often built with simple plans or without plans, often utilizing the lowest quality building materials. Such dwellings are often built or expanded by persons who are professionally unskilled or possess only minimal construction skills. Electrical, plumbing, and other mechanical systems and equipment may be minimal or non- existent. Older dwellings may feature one or more substandard or non- conforming additions to the original structure Definitions of Not Updated, Updated, and Remodeled Not Updated Little or no updating or modernization. This description includes, but is not limited to, new homes. Residential properties of fifteen years of age or less often reflect an original condition with no updating, if no major components have been replaced or updated. Those over fifteen years of age are also considered not updated if the appliances, fixtures, and finishes are predominantly dated. An area that is 'Not Updated' may still be well maintained and fully functional, and this rating does not necessarily imply deferred maintenance or physical/functional deterioration. Updated The area of the home has been modified to meet current market expectations. These modifications are limited in terms of both scope and cost. An updated area of the home should have an improved look and feel, or functional utility. Changes that constitute updates include refurbishment and/or replacing components to meet existing market expectations. Updates do not include significant alterations to the existing structure. Remodeled Significant finish and/or structural changes have been made that increase utility and appeal through complete replacement and/or expansion. A remodeled area reflects fundamental changes that include multiple alterations. These alterations may include some or all of the following: replacement of a major component (cabinel(s), bathtub, or bathroom tile), relocation of plumbing /gas fiixtureslappliances, significant structural alterations (relocating walls, and/or the addition of) square footage). This would include a complete golfing and rebuild. Explanation of Bathroom Count Three - quarter baths are counted as a full bath in all cases. Quarter baths (baths that feature only a toilet) are not included in the bathroom count. The number of full and half baths is reported by separating the two values using period, where the full bath count is represented to the left of the period and the half bath count is represented to the right of the period. Example: 3.2 indicates three full baths and two halt baths. UADVemiong /2011(Updated 1/2014) - '�'' ", Form OADDEFINEIA -" TOTAL "ammesal software EVa Is mode, inc, -1- 800- ALAMODE s,a,m snccen.e UNIFORM APPRAISAL DATASET (UAD) DEFINITIONS ADDENDUM (Source: Fannie Mae UAD Appendix D: UAD Feld- Specific Standardization Requirements) Abbreviations Used in Data Standardization Text :Abbreviation Full Name Fields Where This Abbreviation May Appear A Adverse Location & View ac Acres Area, Site Ad'Prk Adjacent to Park Location Ad'Pwr Adjacent to Power Lines Location Arml-th Arms Length Sale Sale or Financing Concessions AT Attached Structure Design (Style) B Beneficial Location & View ba Bathrooms Basement & Finished Rooms Below Grade br Bedroom Basement & Finished Rooms Below Grade Bs Rd Busy Road Location C Contmcted Date Date of Sale/rme Cash Cash Sale or Financing Concessions Comm Commercial Influence Location Cmw Conventional Sale or Financing Concessions cp Carport Garage/Carport CrtOrd Court Ordered Sale Sale or Financing Concessions ctysky Go View Skyline view View CtYStr City Street View View cv Covered Garage/Carport DOM Days On Market Data Sources DT Detached Structure Design (Style) dw Driveway Gara erCar ort e Expiration Date Date of Saleffime Estate Estate Sale Sale or Financing Concessions FHA Federal Housing Authority Sale or Financing Concessions Garage Gara e/Car ort a Attached Garage Gara e/Car ort Blot Built -in Garage Garage/Carport d Detached Game Garage/Carport GlfCse Golf Course Location Glfvw Golf Course View View GR Garden Design Style) HR High Rise Design (Style) in Interior Only Stairs Basement & Finished Rooms Below Grade Intl Industrial Location & View Listing Listing Sale or Financing Concessions Lndfl Landfill Location LtdS ht Limited Sight View MR Mid -rise Design Style) Min Mountain View View N Neutral Location & View NoMrrn Non -Arms Length Sale Sale or Financing Concessions o Other Basement & Finished Rooms Below Grade 0 Other Design (Style) op Open Garage/Carport Prk Park View View Felt Pastoral View View PwrLn Power Lines View PubTrn Public Transportation Location Relo Relocation Sale Sale or Financing Concessions RED RED Sale Sale or Financing Concessions Res Residential Location & View RH USDA - Rural Housing Sale or Financing Concessions IT Recreational Rec Room Basement & Finished Rooms Below Grade RT Row or Townhouse Design (Style) s Settlement Date Date of SaleTme SD Semi - detached Structure Design (Style) Short Short Sale Sale or Financing Concessions sf Square feet Area, She, Basement Sunni I S uare Meters Area, Site Unk Unknown Date of Saleffme VA Veterans Administration Sale or Financing Concessions w Withdrawn Date Date of SalefFme wo Walk Out Basement Basement & Finished Rooms Below Grade Woods Woods View View Wtr Water view View WtrFr Water Frontage Location wu Walk Up Basement Basement& Finished Rooms Below Grade UAD Version 9/2011 (Updated 1/2014) Form UADDEFINEtA -' TOTAL" aDOraisai software by a to mode, Inc. - 1-800-ALAMODE eedalk SAFFAD/ Borrower Client John Peary, City of Owasso Fie NO. 4264 property, Address 120 E 2nd St city Owasso County Tulsa State OK 2ip Code 74055 Lender /Client Client Jahn W Peary APPRAISAL AND REPORT IDENTIFICATION This Report istul6 of the following types: ® Appraisal Report (A written report prepared under Standards Rule 2 -2(a) , pursuant to the Scope of Work, as disclosed elsewhere in this report.) ❑ Restricted (A written report prepared under Standards Rule 2 -2(b) , pursuant to the Scope of Work, as disclosed elsewhere In this repo", Appraisal Report restricted to the stated Intended use by the specified client or Intended user.) Comments on Standards Rule 2 -3 1 certify that, to the best of my knowledge and belief: - The statements of fact contained in this report are true and correct. -The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting condifions and am my personal, Impartial, and unbiased professional analyses, opinions, and conclusions. - Unless otherwise indicated, I have no present or prospective Interest in the property that Is the subject of this report and no personal interest with respect to the parties involved. - Unless otherwise indicated. I have performed no services, as an appraiser or in any other capacity, regarding the property that Is the subject of this report within the tivee -year period Immediately preceding acceptance of this assignment. - I have no bias with respect to the property that Is the subject of this report or the parties involved with this assignment. - My engagement in this assignment was not confingent upon developing or meaning predetermined results. -My compensation for completing this assignment is riot confingenl upon the development or mending of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. - My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice that were in start at the time this report was prepared. - Unless otherwise indicated, I have made a personal inspection of the property that is the subject of this report. Unless otherwise indicated, no one provided significant real property appraisal assistance to the persons) signing this codification (f there are excepfions, the name of each Individual providing significant real property appraisal assistance is stated elsewhere In this report). Reasonable Exposure Time (USPAP defines Exposure Time as the estimated length of time that the property interest being appraised would have been offered on the market prior to the hypothetical consummation of a sale at market value on the effective date of the appraisal.) My Opinion of Reasonable Exposure Time for the subject properly at the market value stated in this report is: 3-12 months. Comments on Appraisal and Report Identification Note any USPAP - related issues requiring disclosure and any state mandated requirements: -e. APPRAI R: �� � SUPERVISORY or CO- APPRAISER (if applicable): Signature: Signature: Name: T rid A. Paden Name: Slam Certlfic Slam Certification #: N Stara License #: or Stara Ucense #: Stara: OK Expiration Date of Certification or License: 10131/2018 Slam: Expiration Data Of Centificadon or License: Dam of Signature and Report 07/07/2016 Date of Signature: Effective gate of Appraisal: 061302016 Inspection of Subject: ❑ None ® Interior and Exterior ❑ Esdedor -Only Inspection of Subject ❑ None ❑ Inled012nd Fxledor F-1 Exterior -Only Data of Inspection Of applicable): o6 /3o/2o16 Date of Inspection Of applicable): slit Form 1014E - 'TOTAL" appraisal software by a he mode. Inc. - 1- BOD- ALAMODE SSd165AFFADU i State of Okiahoam Oklahoma Real Estate Appraiser Roarel Thtr is m.eniry• dun: �� Todd A. Paden hus urp AJ milk r/m prnririurrs /the Okfl.r , Ncn! E.mm ,,.mi rr Ih rmmuel W,.. uva Smle LfmnnJ Rcal Edare .Ippravcr in the Sru+e ofOkluhnmu. /n IVamv amen f / hmm bareumo .m nm henJ JNJ mmeJ I& uo(` - re m be eJ ar rNe Cly aj O.aalmmo Cin•. Sate" fi 30th Jy�S/x De 1015 Soda[# SAFFAD14 Department 105 Municipal Court 110 Managerial 120 Finance 130 Human Resources 160 Community Development 170 Engineering 175 Information Systems 181 Support Services 190 Cemetery 201 Police Grant Overtime 215 Central Dispatch 221 Animal Control 280 Emergency Preparedness 370 Stormwater /ROW Maint. 515 Park Maintenance 520 Culture /Recreation 550 Community- Senior Center 580 Historical Museum 710 Economic Development CITY OF OWASSO GENERALFUND PAYROLL PAYMENT REPORT PAY PERIOD ENDING 02/17/18 Payroll Expenses Total Expenses 5,682.89 8,540.07 25,525.01 35,954.73 18,208.08 26,805.22 8,442.43 13,294.52 17,993.60 28,362.57 17,979.15 27,328.67 14,523.21 22,101.00 8,678.95 13,033.27 1,288.40 1,952.87 2,358.08 2,389.11 23,283.99 39,394.96 4,034.50 5,923.30 2,115.38 3,375.55 8,965.58 13,417.29 7,880.93 12,527.47 8,041.26 12,663.78 4,973.31 6,791.13 664.40 745.98 3,496.85 5,281.37 General Fund Total 184,136.00 279,882.86 185 Garage Fund Total 7,301.57 11 706.08 255 Ambulance Fund Total 553.85 621.86 250 Fire Fund 37 Total 156,166.92 235,871.55 201 Police Fund 38 Total 148,392.87 226,582.75 300 Streets Fund 39 Total 16,125.99 26,088.31 370 Stormwater Fund 27 Total 2,105.01 3,301.66 150 Worker's Compensation Total 3,268.98 3,908.34 720 Strong Neighborhoods Total 3,939.05 5,753.13 CITY OF OWASSO GENERALFUND PAYROLL PAYMENT REPORT PAY PERIOD ENDING 03103/18 Department Payroll Expenses Total Expenses 105 Municipal Court 6,023.01 8,880.32 110 Managerial 24,590.01 34,759.36 120 Finance 16,583.08 24,899.43 130 Human Resources 8,439.17 13,280.64 160 Community Development 17,993.60 28,362.55 170 Engineering 17,204.15 26,432.25 175 Information Systems 14,408.21 21,946.95 181 Support Services 8,658.96 13,005.30 190 Cemetery 1,416.39 2,100.07 201 Police Grant Overtime 2,612.75 2,647.11 215 Central Dispatch 22,177.76 39,406.43 221 Animal Control 3,714.72 5,555.38 280 Emergency Preparedness 2,115.38 3,375.55 370 Stormwater /ROW Maint. 7,288.99 11,074.87 515 Park Maintenance 8,269.70 12,999.16 520 Culture /Recreation 7,986.26 12,579.03 550 Community- Senior Center 5,025.80 6,850.63 580 Historical Museum 664.40 745.98 710 Economic Development 3,446.85 5,227.04 General Fund Total 178,619.19 274,128 05 185 Garage Fund Total 7,301.55 11 706 05 255 Ambulance Fund Total 553.85 621.86 250 Fire Fund 37 Total 152,022.98 230,872.50 201 Police Fund 38 Total 154,770.10 233,713.58 300 Streets Fund 39 Total 14,061.79 23,207.05 370 Stormwater Fund 27 Total 2,105.01 3,301.67 150 Worker's Compensation Total 2,471.04 2,959.15 720 Strong Neighborhoods Total 3,824.89 5,625.85 CITY OF OWASSO HEALTHCARE SELF INSURANCE FUND CLAIMS PAID PER AUTHORIZATION OF ORDINANCE #789 AS OF 31112018 VENDOR DESCRIPTION AETNA HEALTHCARE MEDICAL SERVICE HEALTHCARE MEDICAL SERVICE HEALTHCARE MEDICAL SERVICE HEALTHCARE DEPT TOTAL HEALTHCARE SELF INSURANCE FUND TOTAL AMOUNT 29,100.53 51,487.42 35,189.85 115,777.80 115,777.80 CITY OF OWASSO HEALTHCARE SELF INSURANCE FUND CLAIMS PAID PER AUTHORIZATION OF ORDINANCE #789 AS OF 3115118 VENDOR DESCRIPTION AMOUNT AETNA HEALTHCARE MEDICAL SERVICE 102.33 HEALTHCARE MEDICAL SERVICE 30,399.68 HEALTHCARE MEDICAL SERVICE 25,913.17 HEALTHCARE MEDICAL SERVICE 28,652.09 HEALTHCARE MEDICAL SERVICE 40,562.30 ADMIN FEES 14,007.50 HCC LIFE INSURANCE STOP LOSS FEES 46,117.50 HEALTHCARE DEPT TOTAL 185,754.57 DELTA DENTAL DENTAL MEDICAL SERVICE 3,001.50 DENTAL MEDICAL SERVICE 7,632.36 ADMIN FEES 2,521.02 DENTAL DEPT TOTAL 13,154.88 VSP VISION MEDICAL SERVICES 2,309.50 ADMIN FEES 12.26 VISION DEPT TOTAL 2,321.76 HEALTHCARE SELF INSURANCE FUND TOTAL 201,231.21 CITY OF OWASSO GENERAL FUND & HALF -PENNY SALES TAX FISCAL YEAR 2017 -2018 Budgetary Basis Statement of Revenues & Expenditures As of February 28, 2018 TRANSFERS IN (OUT) Transfers in - Sales Tax $ 1,518,792 MONTH 10,870,657 $ YEAR Transfers out - RAN Financing - (169,966) TO -DATE Transfers out TO -DATE BUDGET REVENUES: TOTAL TRANSFERS $ (819,072) $ (6,369,755) $ (9,516,695) NET CHANGE IN FUND BALANCE Taxes $ 3,011,109 $ 21,688,086 $ 31,201,390 Licenses & permits 9,945 92,350 195,305 Intergovernmental 110,593 706,989 1,138,149 Charges for services 67,718 476,258 808,522 Fines & forfeits 39,310 309,653 610,007 Other 10,140 118,271 118,921 TOTAL REVENUES $ 3,248,816 $ 23,391,606 $ 34,072,294 EXPENDITURES: Personal services $ (1,423,092) $ (11,869,259) $ (19,344,925) Materials & supplies (64,319) (580,473) (1,240,629) Other services (186,606) (1,459,906) (2,475,048) Capital outlay (11,576) (264,153) (2,920,657) TOTAL EXPENDITURES $ (1,685,593) $ (14,173,791) $ (25,981,259) REVENUES OVER EXPENDITURES $ 1,563,223 $ 9,217,815 $ 8,091,034 TRANSFERS IN (OUT) Transfers in - Sales Tax $ 1,518,792 $ 10,870,657 $ 15,703,154 Transfers out - RAN Financing - (169,966) (169,967) Transfers out (2,337,864) (17,070,445) (25,049,882) TOTAL TRANSFERS $ (819,072) $ (6,369,755) $ (9,516,695) NET CHANGE IN FUND BALANCE $ 744,151 $ 2,848,060 $ (1,425,661) ENCUMBRANCES OUTSTANDING $ (2,113,803) FUND BALANCE (Budgetary Basis) Beginning Balance 6,324,495 6,324,495 Ending Balance $ 7,058,752 $ 4,898,834