HomeMy WebLinkAbout2019.01.10_OEDA AgendaPUBLIC NOTICE OF THE MEETING OF THE RECEIVED
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
SAN 04 2019
TYPE OF MEETING: Regular i ty C �
DATE: Thursday, January 10, 2019 I e O
rk S ffice
TIME: 10:00 a.m.
PLACE: Owasso City Hall, Community Room
200 S. Main
Owasso, Oklahoma
Notice and agenda filed in the office of rth�e/� City Clerk and
� posted amt City Hall at 5:00 PM on
Monday, January 7, 2019. C'�`� 4�
Chelsea Levo Feary, Economic Develop ent Director
AGENDA
1. Call to Order
Dr. Thomas, Chair
2. Consideration and appropriate action relating to a request for Trustee approval of the
Consent Agenda. All matters listed under "Consent' are considered by the Trustees to be
routine and will be enacted by one motion. Any Trustee may, however, remove an item
from the Consent Agenda by request. A motion to adopt the Consent Agenda is non-
debatable.
A. Approve minutes of the December 13, 2018 regular meeting
Attachment
B. Approve claims
Attachment
C. Accept monthly financial reports
Attachment
3. Consideration and appropriate action relating to items removed from the Consent Agenda
4. Presentation and Discussion related to the Economic Development Incentive Policy Guide
Ms. Levo Feary
5. Presentation of the 2018 Economic Development Strategic Plan (EDSP) Annual Report
Ms. Levo Feary
6. Report from OEDA Director
Ms. Levo Feary
Attachment
' Business Development Report
' Monthly Building Report
* Public Works Project Status Report
' Monthly Sales Tax Report
OEDA
January 10, 2019
Page 2
7. Report from OEDA Manager
Mr. Lehr
8. Report from OEDA Trustees
9. New Business (New Business is any item of business which could not have been foreseen at
the time of posting of the agenda.)
10. Adjournment
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 91 8-376 -1502 or by email to
istevens*citvofowosso. com
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
MINUTES OF REGULAR MEETING
Thursday, December 13, 2018
The Owasso Economic Development Authority met in regular session on Thursday, December 13,
2018, at City Hall in the Lower Level Conference Room, 200 S Main Street, Owasso, Oklahoma
per the Notice of Public Meeting filed December 15, 2017, and the Agenda filed in the office of
the City Clerk and posted at City Hall, 200 S Main Street at 5:00 PM on Tuesday, December 11,
2018.
1. Call to Order
Dr. Dirk Thomas, Chair, called the meeting to order at 10:05 am.
PRESENT
ABSENT
Dirk Thomas, Chair
Lyndell Dunn, Trustee
Dee Sokolosky, Vice Chair
David Charney, Trustee
Gary Akin, Secretary
Skip Mefford, Trustee
Bryan Spriggs, Trustee
A quorum was declared present.
2. Consideration and appropriate action relating to a request for Trustee approval of the
Consent Agenda. All matters listed under "Consent" are considered by the Trustees to be
routine and will be enacted by one motion. Any Trustee may, however, remove an item from
the Consent Agenda by request. A motion to adopt the Consent Agenda is non - debatable.
A. Approve minutes of the October 18, 2018, special meeting
B. Approve claims
C. Accept monthly financial reports
Mr. Sokolosky moved to approve the Consent Agenda, seconded by Dr. Spriggs.
YEA: Akin, Sokolosky, Spriggs, Thomas
NAY: None
Abstain: None
Motion carried: 4 -0
3. Consideration and appropriate action relating to items removed from the Consent Agenda
None
4. Presentation and Discussion related to Economic Development Incentive Policy &
Procedures
Ms. Levo Feary presented a brief overview of the Economic Development Incentive Policy
and Procedures. Discussion was held. Ms. Levo Feary advised that an item will be placed
on the January 2019 meeting for additional discussion.
5. Report from OEDA Director
Ms. Levo Feary
Attachment
* Business Development Report
* EDSP Report
* Monthly Building Report
* Public Works Project Status Report
* Monthly Sales Tax Report
OEDA
December 13, 2018
Page 2
Ms. Levo Feary referred to the g reports contained in the agenda packet. Trustees asked
questions regarding the Public Works Project Status Report and discussion was held. Linda
Jones presented the Monthly Sales Tax Report.
6. Report from OEDA Manager
Mr. Lehr expressed appreciation to the Trustees for their volunteer service on the Authority;
announced Ms. Levo Feary received accreditation as a Certified Economic Developer
(CEcD), and that the City Council will be considering a waterline relocation project at East
76th Street North and HWY 169.
7. Report from OEDA Trustees
Mr. Sokolokky commented on the street repair project near the Owasso Post Office.
8. New Business (New Business is any item of business which could not have been foreseen at
the time of posting of the agenda.)
None
9. Adjournment
Dr. Spriggs moved, seconded by Dr. Thomas to adjourn the meeting.
YEA: Akin, Sokolosky, Spriggs, Thomas
NAY: None
Abstain: None
Motion carried: 4 -0 and the meeting adjourned at 10:50 am.
Juliann M. Stevens, City Clerk
sd
REAL PoWla • REAL Chamnar • REAL Cammunlly
TO:
THE HONORABLE CHAIR AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM:
CHELSEA LEVO FEARY
ECONOMIC DEVELOPMENT DIRECTOR
SUBJECT:
CLAIMS, OEDA
DATE:
January 10, 2019
No claims for December 2018.
Financial Statement
will be provided
at 1/10/19 meeting
I�
RFAL PaePla • REAL GM1Omdor •REAL Commonly
TO: THE HONORABLE CHAIR AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: CHELSEA LEVO FEARY
ECONOMIC DEVELOPMENT DIRECTOR
SUBJECT: Economic Development Incentive Policy Guide
DATE: January 4, 2019
BACKGROUND:
The City of Owasso adopted and began implementing an Economic Development
Strategic Plan (EDSP) in February 2018. One of the strategies in the EDSP is to establish
incentive guidelines and policy.
Incentives can be a highly controversial topic for communities, while incentives only
serve to "tip fhe scale" for a business location decision when all factors are equal among
competing communities. Strategic communities utilize incentives as tools if it helps the
community achieve their economic development goals. The importance of this strategy
is to thoughtfully consider how incentives will help Owasso advance efforts towards what
the community needs to achieve maximizing returns on Investments.
Staff researched incentive policies, guidelines, applications, and case studies from
several economic development resources, organizations, and cities across the United
States. The Research was reviewed and discussed within an internal staff committee
including members from the Economic Development, Community Development,
Finance, Public Works, and Managerial Departments. The Policy Guide is a compilation
of this work.
RECOMMENDATION:
Staff recommends Trustee review of the Economic Development Incentive Policy Guide.
This will be placed on the January 10, 2019 agenda for Trustee discussion.
ATTACHMENTS:
Economic Development Incentive Policy Guide
sd
HEAL People • REAL ChmecN�• REAL Community
CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
ECONOMIC DEVELOPMENT
INCENTIVE
POLICY GUIDE
Sd CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL People • REAI CMncnr •REAL Community
TABLE OF CONTENTS
INTRODUCTION 1
How Incentives Work 1
Why are Incentives Good for Economic Development? 1
"But -For" Determination 2
Disclosure Statement 2
CURRENTLY AVAILABLE GRANTS AND INCENTIVES 3
Federal Incentives 3
State Incentives 3
Local Incentives 3
Workforce Development /Training 4
Tribes 4
STANDARD OPERATING PROCEDURES - SMALL BUSINESS PROJECTS
5
STANDARD OPERATING PROCEDURES - NEW RETAIL PROJECTS
6
Application Submittal
6
Tier 1 Review - Staff Review and Recommendation
6
Tier 2 Review - OEDA Review and Recommendation
6
Tier 3 Review - City Council Review and Final Action
6
Tier 4 Review - Annual Review for Compliance
7
STANDARD OPERATING PROCEDURES - PRIMARY BUSINESS PROJECTS
8
Application Submitt al
8
Tier 1 Review - Staff Review and Recommendation
9
Tier 2 Review - OEDA Review and Recommendation
10
Tier 3 Review - City Council Review and Final Action
10
Tier 4 Review - Annual Review for Compliance
10
APPENDIX A
i l
APPENDIX B
12
APPENDIX C
13
CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL VeoDie •REAL Character •REAL Community
INTRODUCTION
Economic development incentives are inducements — often in the form of financing, but
sometimes in the form of services — meant to persuade companies to build new structures,
purchase equipment, design new products, enter new markets, and above all, create new jobs
in places where they would not have otherwise.
Economic incentives play an important role for localities in developing their position for capital
investment and job creation. Economic incentives are components of a government's toolkit
designed to address various business needs in a competitive environment through job creation,
job retention, and capital investment.
How Incentives Work:
Incentive programs must be designed to ensure a return on investment for a community and
reflect local and regional economic objectives. From a business perspective, a company must
assess the value of an incentive by analyzing the potential cost of locating or expanding at a
particular site. When incentives include job training, grants, loans, and tax credits, costs in capital
and operation are affected. The government's responsibility is to understand how for businesses
will go to take advantage of incentives because the incentive must go to the applicant who
maximizes its full potential.
A report published by the Brookings Institute in March 2018 states: "Cities should target incentives
based on core principles of inclusive economic development." It states cities can master their
productive potential by instilling four principles:
• Grow from within
• Boost trade
• Connect people and skills
• Connect place (Placemaking)
In order to ensure an incentive is a good economic investment and contributes to the
productive potential, a thorough assessment, screening process, expected job creation, and
program evaluation will be conducted, analyzed, and reviewed.
The role of the public sector is to invest in ventures or projects where the economic and social
benefits outweigh the risk of financing. The public sector should not supplant private sector
financing.
Why are Incentives Good for Economic Development?
Incentives expand local employment opportunities and provide a competitive edge toward
business attraction and expansion in locations that otherwise wouldn't be competitive.
Employment expansion, personal income expansion, community income expansion and
business revenues /sales expansions are the benefits from incentives within local economies.
Once a new business facility has located and become operational, money will be spent directly
on certain items, including:
• Payroll
• Service contracts with local vendors
• Local purchases of supplies and equipment
These expenditures set in motion a series of spending flows that affect many areas of a local
economy. In this cycle, employees of local businesses begin to earn salaries and wages that will
be spent on local goods and services from other businesses. The ripple effects of the activity are
classified in three different areas:
IIPage
Sd CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL Pwpb • REAL Cherae >r• REAL cemmuniy
Direct effects - Initial changes in employment, income, or output that trigger the first
round of spending (i.e. the value of a firm's initial change in payroll or production).
Indirect effects - Changes in employment, income, or output in subsequent rounds of re-
spending that arise through purchase from local supplier industries (inter- industry
purchases).
Induced effects- When payrolls increase and workers in affected industry sectors spend
more on local goods and services (household spending effect).
"But -For" Determination:
The "But -For" Determination is the final test in determining whether to grant incentives to a
company that is considering a relocation or expansion outside the community or cannot
expand inside the community "but for" the incentive in question. Once determined the
possibility is real, the Owasso Economic Development staff must decide whether it is worth the
cost of the incentives to retain the firm in the community.
Disclosure Statement:
The City will not consider any incentive unless the applicant submits a full and complete
application and provides any additional information as requested by the City. The accuracy of
the information provided in the application shall be verifiable by the City or its designees, which
may include third -party consultants or entities with expertise in the field of economic
development. Any information provided by the applicant in the course of the application
process will be considered confidential and undisclosable to the public upon completion of a
non - disclosure agreement. Any applicant who provides incorrect or incomplete information, or
allows their representative to do so, either in the economic incentive agreement application
process or the annual compliance review of such an agreement, may cause the application to
be declared null and void and shall be required to immediately repay the entire amount of the
economic incentive agreement to the City of Owasso upon discovery of the false information.
21 Page
CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL People • REAL CM,eeb• REAL Cwnmuniry
CURRENTLY AVAILABLE GRANTS AND INCENTIVES
Federal Incentives:
The federal government provides a number of significant sources for financing economic
development activities. Sources of financing include:
• The Small Business Administration (SBA) www.sba.gov
• The Economic Development Administration (EDA) www.eda.aov
• The United States Department of Housing and Urban Development (HUD) www.hud.aov
• The Unites States Department of Agriculture (USDA) www.usdo.aov
• The Export -Import Bank of the Unites States www.exim:aov
• Various other Unites States government agencies
Opportunity Zone - Federal Opportunity Zones are a new community development program
intended to spur investment in impoverished and economically distressed areas. This is a federal
incentive that benefits local and state investors. By investing in an Opportunity Zone, through a
qualifying Opportunity Fund, investors can defer and /or reduce their federal capital gains tax
liability. If an investor's capital is left in a qualifying fund for 5 years, the investor will defer their
federal capital gains taxes. In the fifth year they investor can reduce their capital gains tax.
There is an additional reduction in year 7. If they leave the money in the fund for 10 years, then
any appreciation in the asset from the time they invest through 10 years is not subject to any
additional capital gains tax. This deferral and /or reduction on federal capital gains taxes will
improve return on investment and also direct capital to areas that need investment. See
Appendix B for a map of the existing Opportunity Zone in Owasso.
State Incentives: (See Appendix A for a full list of all incentives offered by the State of Oklahoma)
Enterprise Zone - Enterprise Zones are designated by the Oklahoma Department of Commerce
and identified on a list of eligible counties, cities, and census tracts. Enterprise Zones can be
designated in disadvantaged counties, cities, or portions of cities. Businesses located in an
Enterprise Zone are eligible to receive double the Investment /New Jobs Tax Credit. Additionally,
companies obtaining ad valorem exemptions from local taxing entities could be exempted for
up to 6 years, rather than 5. See Appendix C for a map of the existing Enterprise Zone in Owasso.
Local Incentives:
Technical Assistance - This is an alternative incentive offering counseling and networking
guidance that addresses the specific needs of businesses. It includes, but is not limited to, aid
with preparing business plans, navigating the extensive lists of available grant and incentive
programs, grant applications, training staff, applying for loans, market research, connectivity,
marketing the product, site selection, and workforce development assistance. It may also
include assisting a small business to improve the design of its product or manufacturing process.
Technical assistance is generally aimed at providing specific services that small businesses
typically cannot afford. This is a means of providing customized business assistance or research
separate from purely financial incentives.
Tax Increment Financina District RIF) - The Owasso Redbud District Project Plan is a project plan
as defined under the Oklahoma Local Development Act. The project is being undertaken by the
City of Owasso, Oklahoma to develop the area surrounding Main Street, known as the Redbud
District, achieve the City's development objectives, improve the quality of life for its citizens,
stimulate private investment, and enhance the tax base. At the heart of this project is the
creation of the Redbud District as a special and unique place within Owasso, a place to live,
work, shop, and play. Beginning with the Downtown Master Plan in 2001, the City has prioritized
the revival of its Main Street and surrounding area. Since that time, through several planning
3 )Page
S " CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
RE/LPeopI�.REl1L CINAt4r•RF11 CammunRy
documents, including approval of the Downtown Overlay District promoting smart development
in the area, and robust branding, the Redbud District is ripe for its transformation. The City,
through this Project Plan, is continuing its effort to revive its downtown and make the Redbud
District a destination area for residents and visitors. The effort to create such a place requires
public assistance to stimulate private development. An increment district provides funding for
public sector costs to stimulate private development and provide improvements to and
beautification of the area to create the dense, high - quality development that the City
contemplates. The project will be financed from a combination of public and private sources,
including apportionment of ad valorem and sales tax increments from Increment District No. 1,
City of Owasso.
Worldorce Development/Training:
Workforce development is the range of activities, policies, and programs used to "create,
sustain, and retain a viable workforce" that can support current and future business and industry
across a state, region, or municipality. This may include education and training, job matching,
and employer engagement. It also involves the coordination of public- and private- sector
efforts, providing individuals with career opportunities and supporting business and industry
workforce needs.
Tribes:
Owasso is located in the Cherokee Nation. The Cherokee Nation is a valuable partner in
economic development. The Cherokee Nation Small Business Assistance Center (SBAC) supports
Indian -owned businesses by providing access to capital for new business start-ups and business
expansion projects. The Cherokee Nation Economic Development Authority lends to businesses
and individuals located within the contiguous 14 counties of the Cherokee Nation.
For more Information and assistance with any of the sources listed above, please contact the
Owasso Economic Development at (918) 376 -1500 or info @chooseowasso.com.
4 1 Page
Sd CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL Peopb • REAL CM1encbrr • REAL Communiy
STANDARD OPERATING PROCEDURES —SMALL BUSINESS PROJECTS
A Small Business Project involves a business that has less than 50 employees. A business is
determined by the City to be a small Business Project at a Pre - Application Meeting held with the
Economic Development Department Staff. These types of businesses are typically not eligible for
a monetary economic incentive from the City, but the City has several other services, including
Technical Assistance, that it can offer to Small Businesses. These services can include assistance
with creating a business plan, help finding loans, acting as a loan guarantee, financing help,
and Small Business Association (SBA) program assistance.
5 (Page
Sd CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL M1••••MFAL Cnr.cm.• R�LCOmmunlQ
STANDARD OPERATING PROCEDURES - NEW RETAIL PROJECTS
A Pre - Application Meeting will be held with the Economic Development Director to determine if
• project qualifies as a New Retail Project. A New Retail Project is a development that contains
• retailer or group of retailers who will offer a product and /or good (subject to sales tax) that is
unique to the market and which is not otherwise available for purchase at a retail business
physically located in the City. A New Retailer is expected to attract new sales dollars or retain
sales tax dollars that may otherwise go to nearby city or metropolitan area. Each New Retailer
must have a minimum of $5 million in annual sales (subject to sales tax).
Application Submittal:
In addition to a non - refundable application fee of $200.00, all New Retail Project applicants shall
provide a Trade Area Analysis that includes the following:
• Zip Code Analysis
• Market Analysis
• Feasibility Study
• Traffic Study
• Any other relevant information that will allow the City to make an informed decision
Tier 1 Review - Staff Review and Recommendation:
All New Retail Projects shall be evaluated using a Retail Impact Analysis, a Credit Analysis, and a
City Fiscal Impact Analysis, all to be conducted by City staff. A City Fiscal Impact Analysis
considers the following issues regarding the project in order to prove that the public benefits to
the City will be positive within a projected time frame:
• Cost of the incentive (including labor costs of City staff).
• Cost of City services such as Police and Fire.
• Wear and Tear on City streets and roads.
• Increased burden on water, sewer, and storm systems.
• Estimated "Transfer losses" from existing merchants.
New Retail Projects are also evaluated using the Trade Area Analysis provided by the applicant.
The expected capital investment and additional sales tax accumulation will also be taken into
consideration. Once the application has been evaluated and staff has conducted all
aforementioned analyses, staff will establish a recommendation that will be given to the Owasso
Economic Development Authority and the City Council, along with all application and analysis
materials, for their review and recommendation or final action.
Tier 2 Review - OEDA Review and Recommendation:
All application materials and analyses conducted by City staff, as well as the recommendation
of City staff, are presented to the Owasso Economic Development Authority (OEDA) for their
review, discussion, and recommendation.
Tier 3 Review - City Council Review and Final Action:
All application materials, analyses conducted by City staff, City staff recommendation, as well
as the recommendation of the OEDA, are presented to the City Council for their review,
discussion, and final action.
6 Page
Sd CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL Peoga • REAL CMncur• RFJLL. Community
Tier 4 Review - Annual Review for Compliance:
On an annual basis, a Fiscal Impact Analysis will be conducted by City staff for recording and
tracking purposes.
71 Page
s, CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL People• REAL Chenrcbr• REAL Community
STANDARD OPERATING PROCEDURES - PRIMARY BUSINESS PROJECTS
A Pre - Application Meeting will be held with the Economic Development Director to determine if
a project qualifies as a Primary Business Project. A Primary Business Project is an economic
project that increases employment in an industry thereby increasing the dollars circulating in the
local economy, which increases the demand for the products and services provided by retail
and service industries. Owasso's Target Industry Clusters are metal manufacturing, aircraft parts,
destination and /or research and development (R &D) medical, office /headquarters, and
information technology. The Target Industries are not intended to exclude other primary business
projects. The City of Owasso will assess all primary business project applicants to determine
whether the projects will generate the desired jobs and economic impact for the community,
Application Submittal:
In addition to a non - refundable application fee of $200.00, all Primary Business Project applicants
shall submit a written Application Statement that includes the following information (at a
minimum):
1. A comprehensive description of the applicant listing of all officers, directors, members,
and key personnel that control 20% or more of the shares or other controlling interest.
2. A comprehensive description of the products and services of the applicant and /or
project.
3. A Business Plan with comprehensive financial projections for not less than three
successive years.
4. Three years of corporate tax returns and financial statements.
5. A detailed and well - articulated request of desired incentives including the amount
requested and duration,
6. A statement describing all direct and indirect benefits to the City for providing incentives
which shall include, but not be limited to:
• Estimated taxes paid (all)
• Purchases from local vendors
• Utilizing local contractors
• Hiring from the City workforce
• Congruity with the goals of this Policy
• Skills and technology advancement
• Expanded infrastructure capacity
7. If applicable, precise location of the site to be developed accompanied by legal
description, Assessor's parcel number, and a preliminary title report with all easements
plotted.
8. If applicable, a copy of the Grant Deed or similar document showing ownership vested
in the applicant or business requesting assistance.
9. If leased, a copy of the fully- executed lease along with any specific rules, use, or
occupancy restrictions.
10. If applicable, a preliminary Site Plan in sufficient detail to evaluate appropriateness with
City land use standards and zoning.
11. If applicable, conceptual Building Plans with elevations (front, side, and rear).
CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
REAL i•apI• • REAL CM1Veepf• REAL Community
12. For speculative industrial development projects, a preliminary Master Plan in sufficient
detail to conduct an Economic Impact Analysis (EIA) and determine marketability,
absorption period, and viability of proposed financing structure.
13. Infrastructure needs /requirement estimate or value of improvements to be made by
project that represent excess capacity that will support future development.
14. Total project costs.
15. Must include all on -site and off -site plus soft costs including architectural and engineering
fees (A &E), machinery and equipment, land cost (or annual lease expense), and any
other costs that will support a thorough EIA.
16. Construction schedule, and if phased, a phasing plan.
17. Estimated annual revenues.
18. If applicable, current assessed valuation of the property and any improvements.
19. Estimated post- development value of the property, equipment, and all other
improvements (Cap Rate).
20. Estimated annual sales, composition (taxable vs. non- taxable) and whether goods and
services primarily serve local or out -of -city /state consumers and businesses.
21. Estimated number of jobs created or retained by development, average wage per job,
specific job classifications and minimum qualifications.
22. Listing of incentives provided by other agencies, or jurisdictions, regardless of whether
they are tax or financial and whether they are committed and any security instruments or
covenants that could impact the City's incentive evaluation.
23. Information required for an Economic Impact Analysis, a Credit Analysis, and a City Fiscal
Impact Analysis.
24. Any other information deemed necessary by the City to substantiate the incentive
request.
Tier 1 Review - Staff Review and Recommendation:
All Primary Business Project applications will be evaluated by City staff using a Point System
Evaluation (shown below), a review of the Application Statement, and a City Fiscal Impact
Analysis. A City Fiscal Impact Analysis considers the following issues regarding the project in order
to prove that the public benefits to the City will be positive within a projected time frame:
• Cost of the incentive (including labor costs of City staff).
• Cost of City services such as Police and Fire.
• Wear and Tear on City streets and roads.
• Increased burden on water, sewer, and storm systems.
• Estimated "Transfer losses" from existing merchants.
Each applicant /project will be assigned a point score in each of the aforementioned Point
System and a composite numerical score will be determined. That numerical score will be used
in the evaluation to establish the amount and terms of the potential incentive award.
Once the Point System Evaluation and the City Fiscal Impact Analysis are complete, City staff will
establish a recommendation that will be given to the Owasso Economic Development Authority
and the City Council, along with all application and analysis materials, for their review and
recommendation or final action.
9 (Page
sd
REAL Poople • PEAL CM1ere[br• REAL Community
CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
Less than MSA Average 750
Greater than MSA, < State Average
Above State Average
x$999,999
5
$1,000,000 - $4,999,999
10
$5,000,000- $9,999,999
20
$10,000,000 - $14,999,999
30
$15,000,000- $19,999,999
40
>$20,000,000
50
Less than MSA Average 750
Greater than MSA, < State Average
Above State Average
New Business 20
Expand Existing Businesses 30
Target Industry 50
Tier 2 Review — OEDA Review and Recommendation:
All application materials and analyses conducted by City staff, as well as the recommendation
of City staff, are presented to the Owasso Economic Development Authority (OEDA) for their
review, discussion, and recommendation.
Tier 3 Review - City Council Review and Final Action:
All application materials, analyses conducted by City staff, City staff recommendation, as well
as the recommendation of the OEDA, are presented to the City Council for their review,
discussion, and final action.
Tier 4 Review - Annual Review for Compliance:
On an annual basis, a Fiscal Impact Analysis will be conducted by City staff for recording and
tracking purposes.
10 1 Page
5 -10
5
11 -49
15
50 -149
20
150 -199
30
200 -249
40
>250
50
New Business 20
Expand Existing Businesses 30
Target Industry 50
Tier 2 Review — OEDA Review and Recommendation:
All application materials and analyses conducted by City staff, as well as the recommendation
of City staff, are presented to the Owasso Economic Development Authority (OEDA) for their
review, discussion, and recommendation.
Tier 3 Review - City Council Review and Final Action:
All application materials, analyses conducted by City staff, City staff recommendation, as well
as the recommendation of the OEDA, are presented to the City Council for their review,
discussion, and final action.
Tier 4 Review - Annual Review for Compliance:
On an annual basis, a Fiscal Impact Analysis will be conducted by City staff for recording and
tracking purposes.
10 1 Page
sd
REAL Popple • REAL Chmcrer• REAL Communlry
CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
APPENDIX A
The Oklahoma Quality Jobs Program
The 21 st Century Quality Jobs Program
Oklahoma Quality Events Program
Oklahoma Quick Action Closing Fund
Oklahoma Community Economic Development Pooled Finance
State Small Business Credit Iniliative
Ad Valorem Exemption
Ad Valorem Exemption for Warehouse and Distribution Facilities
Exempt Inventory
Intangible Property
Aircraft Manufacturers Exemption License
Local Incentive
The Investment /New Jobs Income Tax Credit
Quality Jobs + Investment Tax Credits
Aerospace Industry Engineer Workforce Tax Credit
Federal Tax Incentives on Former Indian Reservation Lands
Alternative Energy Sources Tax Credits
Insurance Premium Tax Credit
Clean Burning Fuel Vehicle Credit
Clean Burning Fuel Vehicle Infrastructure Credit
Ethanol Fuel Retailer Tax Credit
Technology Transfer Income Tax Exemption
Income Tax Exemption for Interest Paid on Bonds Issued by or on Behalf of Public Agencies
Historic Rehabilitation Tax Credit
Incubator Site Tenant Tax Exemption
The Work Opportunity Tax Credit Program (WOTC)
Manufacturers
Computer Services and Data Processing
Sales at Aircraft Maintenance Facilities
Aircraft Repairs and Modifications
Aircraft Maintenance or Manufacturing Facility
Excise Tax on Aircraft Sales
Telecommunications
Spaceport
Sales Tax Refunds
Computer Services /Data Processing /Telecommunications Equipment
Construction Materials
Industrial Access Roads
Truck Registration Benefits
Benefits Under IFTA /IRP
Foreign Trade Zones
11 1 Page
s�
RFlIL people • flFAI CM1erener •REAL Community
CITY OF OWASSO
ECONOMIC DEVELOPMENT INCENTIVE POLICY GUIDE
Oklahoma Finance Authorities
Public Trust Financing: Industrial Revenue Bonds
General Obligation Limited Tax Bonds (GOLTBs)
Tax Increment Financing (TIF)
The Oklahoma Local Development and Enterprise Zone Incentive Leverage Act
Sales Tax Financing
Private Activity Bond Allocation
Small Business Linked Deposit Program
Small Business Loan Guarantees
Technology Partnerships
12E- Innovation to Enterprise
Basic and Applied Research and Technology Programs
OCASTCommerciafzation Programs
Oklahoma Capital Investment Board
Quality Jobs Investment Program
Infrastructure Finance Community Development Block Grants (CDBG)
Advanced Degree. Programs
Job Matching and Job Search Assistance
Workforce Innovation and Opportunity Act (WIOA)
Governors Council for Workorce and Economic Development
Job Matching and Job Search Assistance
Workers' Compensation Insurance
Training for Industry Program (TIP)
Customized Industry Training Program
Industrial Safety Training Program
Domestic Corporations
Foreign Corporations
Domestic Limited Liability Companies (LLCs)
Foreign Limited Liability Companies
Domestic Limited Partnerships (LPs)
Foreign Limited Partnerships
Limited Liability Partnerships (LLPs)
Business Licenses
Franchise Tax
Personal Income Tax
Corporate Income Tax
General Property (Ad Valorem ) Tax
Unemployment Compensation Tax
Oklahoma Business Activity Tax
Workers' Compensation Assessment
RetoR Sales and Use Tox
Corporate State Income Tax
Incentive Overview Chart
Business Incentive Analysis Examples
Enterprise Zones
12 1 Page
Economic Development Strategic Plan
(EDSP)
2018 Annual Report
will be presented
at 1/10/19 meeting
OOA 5>
REAL Pwpk• REAL Cb•r• Wr• REAL COMMUMIRY
TO: HONORABLE CHAIR & TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: CHELSEA LEVO FEARY, CECD
DIRECTOR OF ECONOMIC DEVELOPMENT
SUBJECT: DIRECTOR'S REPORT
DATE: January 10, 2019
NEW BUSINESS DEVELOPMENT
• Glover Jeep -10500 block of E US -169 Service Road
o Specific Use Permit (SUP) request reviewed by TAC on 12/19
• Slim Chickens - 8712 N Garnett Road, Ator Center II
o Site plan request reviewed by TAC on 12/19
• Boxpark on Main - 4th S Main St
o Site plan request reviewed by TAC on 12/19
• Trinity Church - NW corner of E 76th St N and N Memorial Dr
• Annexation request reviewed by TAC on 11/21
• Council adopted Ordinance 1143 approving annexation on 12/18
• Johnson Farms - E 100th St N and N 129th E Ave
• PUD reviewed by TAC on 11/21
• Council adopted Ordinance 1142 approving PUD on 12/18
• Robinson Property- NE corner of HWY 169 and E 106th St N
• Rezoning request and a lot split reviewed by TAC on 11 /21
• Council adopted Ordinance 1141 adopting rezoning on 12/18
• S &B Burgers - 9541 N Owasso Expressway, Tyann Plaza IV
o Site plan reviewed by TAC on 11/21
• Casey's General Store - SW corner of E 86th St N and N 145th E Ave
o Site plan reviewed by TAC on 10117
• Arvest Bank - 13716 E 106th St N
• Final plat reviewed by TAC on 10/17
• Council approved Final Plat on 12/18
• Black Bear Diner -9039 N 121st E Ave
• Former Applebee's location
• Under remodel construction
• A New Leaf Community - SE corner of E 861h St N and N Memorial Dr
• Agriculture and vocational training with housing designed to maximize the
independence of individuals with developmental disabilities.
• Council approved annexation of property
• Council approved PUD
• City of Owasso Police Station - 11 1 N Main St
• Site Plan approved by Council
• Under construction
• Home2Suites - 8700 N Garnett Rd
o Under construction
• Owasso Holiday Inn Express -Tyann Plaza VII, Block 1, Lot 1
0 48,803 sf building
o Under construction
OEDA Director's Report
January 10, 2019
• Owasso Public Safety Operations and Training Complex- 11933 E 1161h Street N
• Council awarded a bid for construction to Timberlake Construction, Inc.
• A groundbreaking ceremony was held on Friday, September 29
• Site under construction
• Western Sun Federal Credit Union, 14010 E l 16th St N
o Open for business
• Morrow Elementary School - E 123rd St N and N 132nd E Ave
• Final plat was reviewed by TAC in February
• Final Plat approved.
• Plans under review
• Kum & Go - 13704 E 106th St N
o Under construction
• Owasso High School West Campus Addition - 8800 N 129th E Ave
• Construction of a 31,310 sf building addition
• Site plan reviewed by TAC
• Braum's- Garrett Creek Center- 11432 E 135 E Ave
• Construction of a 6,062 sf building on a 1.52 acre lot
• Site plan reviewed by TAC
REDBUD DISTRICT DEVELOPMENT
• Fishbonz - 106 S. Atlanta
o Plans to renovate and rebrand to The District Bar & Grill
Mowery Development -SW Corner of N Main St & W 1st Ave
• Mixed use development to include restaurant, retail, office space on ground level
with loft apartments on second floor level
• Site under Construction
• TIF Contract approved by Council /OPWA on Tuesday, September 19, 2017
Seven6Main - SE Corner of Main St & E 761h St N
• Announcement was made on June 6 announcing plans for a mixed -use
development anchored by Smoke restaurant.
• TIF Contract approved by Council /OPWA on Tuesday, October 17
• Groundbreaking Ceremony held on Tuesday, November 28 at 12:00 PM on site
• MAD Eats restaurant was announced as second restaurant in 76Main.
Chef /Owner Erik Reynolds of SMOKE Woodfire Grill is bringing a second concept
to the Seven6Main mixed -use development in the Redbud District.
• SMOKE is open for business
• Drip is open for business
• MAD Eats will open in January
• Hillis Hollow will open in January
Redbud Park
o Under construction
2nd & Birch
o Property purchased and existing structure demolished
BUSINESS RETENTION & EXPANSION (BR &E)
Attic Storage - 11500 E 80th St N
o Expansion site plan reviewed by TAC on 11/21
Baptist Village - Owasso Memory Care - 7410 N 128th E Ave
o Under construction
Mingo Aerospace -8141 N 116th E Ave
• Expansion project
• Site Plan under review
RESIDENTIAL SINGLE FAMILY NEW CONSTRUCTION MONTH END REPORT DECEMBER 2018
Month 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
I Junuury
15
1/
IS
19
15
22
12
15
9
8
2 February
23
29
17
15
26
21
19
26
15
8
3 March
30
46
14
27
27
31
23
18
55
19
4 April
36
31
19
26
26
36
27
23
20
17
5 May
27
30
20
23
19
17
15
9
11
20
6 June
34
23
19
24
19
12
11
31
5
7
7 July
28
17
20
15
27
23
20
16
9
14
8 August
28
19
12
15
18
19
33
15
12
6
9 September
20
11
12
12
28
15
13
15
6
2
10 October
36
13
10
21
15
19
23
12
7
3
11 November
13
1
8
11
7
21
25
6
19
7
12 December
13
9
10
16
11
34
7
3
9
6
Totals
303
246
179
224
238
270
228
189
177
117
YTD
303
246
179
224
238
270
228
189
177
117
DECEMBER YEAR -TO -DATE COUNT
350
300 - ------ -- — — – – °– — ---- – ---------- – ----- – ---
— — — — – --
250 -- ------ — --- — --- – ----------- - ----------- – — ° ° – --- -----
w
200 -- - - --- ° — — ...... .,. ------ " ° — ------- - ---------
150
100 __ ______ ______ ______ ______ ______ . -_ - -- r ______ ______ ______ ___
50 __ ______ ______ ______ ______ ______ _,- - ______ ______ ______
0 2009 2010 1 2011 2012 2013 2014 2015 2016 2017 2018
IDECEMBERI 303 246 1 179 224 238 270 228 189 1 177 1 117
DECEMBER YEAR -TO -DATE DOLLARS
50,000,000
40,000,000
--- ------------------------ -
-----------------------------------------------------------------------------
30,000,000
20,000,000
10,000,000
0
DECEMBER 3
36,257,454 4
46,969,251 2
25,6
2015 2017 2018
2016 08,860 25,540,995 14,083,216
CITY OF OWASSO
RESIDENTIAL LOT INVENTORY STATUS
December 31, 2018
SUBDIVISION
Abbott Farms I (12/16)
Camelot Estates (4/07)
Carrington Pointe 1 (1/11)
Carrington Pointe 11 (11/16)
Estates at Morrow Place (9/17)
Hawthorne at Stone Canyon
Keys Landing 11 (1/17)
Miscellaneous Lots
Morrow Place (9/17)
Nottingham Hill (6/09)
TOTALS
# OF LOTS
# DEVELOPED
# AVAILABLE
65
60
5
139
137
2
171
170
1
93
55
38
98
0
98
56
0
56
98
0
98
9
2
7
89
64
25
58
20
38
876
508
368
RESIDENTIAL MULTI - FAMILY NEW CONSTRUCTION MONTH END REPORT DECEMBER 2018
(Inllial recording began May 2016)
Month
2016
2017
2018 2019 2020 2021 2022 2023 2024 2025
1 January
4
0
2 February
6
0
3 March
35
'13
0
4 April
0
4
5 May
0
0
0
6 June
0
0
0
7 July
0
0
0
8 August
0
0
0
9 September
0
4
9
10 October
0
0
0
11 November
0
0
0
12 December
0
410
0
Totals
0
37
13 0 0 0 0 0 0 0
YTD 0 37 13 0 0 0 0 0 0 0
*Units part of mixed use projects. Construction dollars counted towards new commercial.
DECEMBER YEAR -TO -DATE DOLLARS
2,500,000
2,000,000 - ------ --------- -------------------- -----------------------
1,500,000 --- ---- ----- ---- ------ -------------------°-------
1,000,000 -- ---- ------ - --- -- - -- -- -- - -- --------------- --- --
500,000 - ---- --- -- -- - --- -- ---- ---- -- ----- ---- --
0 2016 2017 2018 2019 2020
DECEMBER 0 2,015,223 1,052,620 0 0
TOTAL NEW CONSTRUCTION DOLLARS FOR EACH YEAR
15,000,000
2016 2017 2018 2019 2020
TOTAL - 2,015,223 1,052,620 - -
DECEMBER YEAR -TO -DATE COUNT
40
35
2021
2022
30
2024
2025
0
37
13
0
0
0
0
0
25
0
20
15
10
1
5
0
2016
2017
2018
2019
2020
DECEMBER
DECEMBER YEAR -TO -DATE DOLLARS
2,500,000
2,000,000 - ------ --------- -------------------- -----------------------
1,500,000 --- ---- ----- ---- ------ -------------------°-------
1,000,000 -- ---- ------ - --- -- - -- -- -- - -- --------------- --- --
500,000 - ---- --- -- -- - --- -- ---- ---- -- ----- ---- --
0 2016 2017 2018 2019 2020
DECEMBER 0 2,015,223 1,052,620 0 0
TOTAL NEW CONSTRUCTION DOLLARS FOR EACH YEAR
15,000,000
2016 2017 2018 2019 2020
TOTAL - 2,015,223 1,052,620 - -
2021
2022
2023
2024
2025
0
37
13
0
0
0
0
0
0
0
DECEMBER YEAR -TO -DATE DOLLARS
2,500,000
2,000,000 - ------ --------- -------------------- -----------------------
1,500,000 --- ---- ----- ---- ------ -------------------°-------
1,000,000 -- ---- ------ - --- -- - -- -- -- - -- --------------- --- --
500,000 - ---- --- -- -- - --- -- ---- ---- -- ----- ---- --
0 2016 2017 2018 2019 2020
DECEMBER 0 2,015,223 1,052,620 0 0
TOTAL NEW CONSTRUCTION DOLLARS FOR EACH YEAR
15,000,000
2016 2017 2018 2019 2020
TOTAL - 2,015,223 1,052,620 - -
COMMERCIAL NEW CONSTRUCTION MONTH END REPORT DECEMBER 2018
Month 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
1 January
1
1
3
1
1
1
1
2
2
0
2 February
0
1
3
1
1
0
2
1
0
0
3 March
1
3
0
0
0
1
2
0
2
3
4 April
1
1
1
0
4
0
2
0
0
0
5 May
-2
1
2
1
0
0
0
0
1
2
6 June
2
0
0
2
1
2
3
2
0
1
7 July
0
0
0
0
1
0
0
2
0
2
8 August
0
0
2
2
0
0
0
2
2
1
9 September
0
0
0
0
0
3
2
3
1
1
10 October
0
0
1
0
4
0
1
2
0
0
11 November
2
2
1
0
1
3
1
1
2
1
12 December
0
1
0
0
1
2
0
0
0
0
Tofals
9
10
13
7
14
12
14
15
10
11
YTD 9 10 13 7 14 12 14 15 10 11
DECEMBER YEAR -TO -DATE COUNT
16 --
--
12
------------------ -------
-----------------
- - ---- ------
------ � --`----------------------
8
-- ------ ------
-----------------
------ - - - --
------ , ----- ------ ..
4
-- ------ --- - --
------ -----
----- ------
------ ----- ------ --
0
2014
201
5 2016 2017 1 2018
2009
2010
2011
2012
2013
DECEMBER
9
10
13
7
14
12
14
15
10
11
DECEMBER YEAR -TO -DATE DOLLARS
45,000,000
40,000,000
--- — --- – ---- — — – – — — _— _--- --- – ----------------------- --
-•--
35,000,000
-- --- -- - -- — — ° – – — - ---- ---
30,000,000
— -- – — – -- --- °-- — – – – --- --
25,000,000
---- ---- =---- -- ------ ------- ---- ---- ---- ---- --- -------------
20,000,000
------- ----- ............ ----- ------
-----
15,000,000
--- ---- ----- ' ----- - ----- --------- ..., ..
-----
10,000,000
--- - - - ----- '' ------- ----- - ------
-----•-----
��:
5,000,000
---- -- --------- ------- ---- ----------- --- ------
---
0
2014 2015 2016 2017 L
2018
DECEMBER
21,178,400
30,213,000
20,075,000
35,125,955
39,943,741
Certificate of Occupancy Monthly List
NAME ADDRESS DATE COMPLETE
DECEMBER 2018
Spectrum Paint
11560 N 135 E Ave #109
12/12/2018
Yes
Mari IVIED
9200 N Garnett Rd
12/18/2018
Yes
Kum & Go
13704 E 106 St N
12/18/2018
Yes
NOVEMBER 2018
9455 N Owasso Exp #F
4/11/2018
Yes
Smoke
201 S Main St #100
11/1212018
Yes
The Drip Beverage Lab
201 S Main St #150
11/14/2018
Yes
The Greenery
7800 N Owasso Exp #A
11/15/2018
Yes
Seven6Main Building
201 S Main St
11/30/2018
Yes
OCTOBER 2018
Western Sun
14010 E 116 St N
10/10/2018
Yes
Le Petit
13720 E 86 St N #120
10/15/2018
Yes
Waffle House (remodel)
503 E 2 Ave
10/16/2018
Yes
Owasso Learning Center
11510 E 83 St N
10/3112018
Yes
SEPTEMBER 2018
11230 N Garnett Rd #C
2/7/2018
Yes
SolidaritUS
14601 E 88 PI N
9/10/218
Yes
Garrett Creek Wine & Spirits
11560 N 135 E Ave #103
9/19/2018
Yes
Ding Tea
12500 E 86 St N #108
9/13/2018
Yes
AUGUST 2018
10302 N Owasso Exp.
1/26/2018
Yes
St. Francis Physical Therapy
11560 N 135 E Ave #101 -C
8/10/2018
Yes
Pie Five
9700 N Garnett Rd #A
8/10/2018
Yes
Golden Biscuit
10350 E 86 St N
8/15/2018
Yes
First Baptist Mission Owasso
11341 N Garnett Rd
8/15/2018
Yes
Aldi (remodel)
9395 N Owasso Exp
8/17/2018
Yes
JULY 2018
Party City
9002 N 121 E Ave #600
7/18/2018
Yes
Dollar General (remodel)
505 E 2 Ave
7/17/2018
Yes
JUNE 2018
�'Jel'f3r>iE:3
Lee Nails Spa
9100 N Garnett Rd #H
5/31/2018
Yes
Ulta Beauty
9018 N 121 E Ave #500
5/16/2018
Yes
APRIL 2018
Dazzling Nail Bar
9455 N Owasso Exp #F
4/11/2018
Yes
Casey's General Store
9699 E 86 St N
4/12/2018
Yes
NoLimits Church
403 W 2nd Ave #108
4/12/2018
Yes
TipToe Nail Salon
8751 N 117 E Ave #K
4/17/2018
Yes
Owasso Public School — Athletic Center
12901 E 86 St N
4/23/2018
Yes
MARCH 2018
McDonald's (remodel)
11604 N 135 E Ave
3/2/2018
Yes
Encompass Home Health
403 W 2 Ave #100
3/21/2018
Yes
Allergy Clinic of Tulsa- Owasso
8510 N 123 E Ave
3/30/2018
Yes
FEBRUARY 2018
1:11 Supplements
11230 N Garnett Rd #C
2/7/2018
Yes
LePetit Salon
13720 E 86 St N #110
2/7/2018
Yes
Plush Nail & Spa
8525 N 129 E Ave
2/23/2018
Yes
JANUARY 2018
Owasso Family Animal Medicine
10302 N Owasso Exp.
1/26/2018
Yes
Cali Culture
7703 N Owasso Exp
1/31/2018
Yes
PERMITS APPLIED FOR IN DECEMBER 2018
ADDRESS
BUILDER
ADD /ZONE
VALUE
A.S.F.
PERMIT#
12214 N 130 E Ave
Simmons Homes
MP /RS3
$ 122,540
2,228
18- 1201 -X
12211 N 131 E Ave
Capital Homes
MP /RS3
$ 158,895
2,889
18- 1202 -X
106 S Atlanta St
Encino 3D Signs
OT /CH
$ 4,000
173
18- 1203 -S
8263 N Owasso Exp
A -Max Signs
3LIP /IL
$ 4,500
29
18- 1204 -S
13005 E 123 PI N
Simmons Homes
MP /RS3
$ 133,265
2,423
18- 1205 -X
12216 N 130 E Ave
Simmons Homes
MP /RS3
$ 111,760
2,032
18- 1206 -X
12306 N 131 E Ave
lCapital Homes
MP /RS3
$ 111,265
2,023
18- 1207 -X
12218 N 131 E Ave
lCapital Homes
MP /RS3
$ 162,030
2,946
18- 1208 -X
6 Single Family
$ 799,755
14,541 SgFt
2 Signs
$ 8,500
202 SgFt
8 Total Building Permits
$ 808,255
14,743 SgFt
Ciiy of Owas&0.200 S. Maio Sf Owasso; OK 74055
NEW HOME PERMITS APPLIED FOR WITHIN OWASSO FENCELINE - DECEMBER 2018
ADDRESS
COUNTY
BUILDER
TYPE
VALUE
12207 E 110 St N
Tulsa
Epic Custom Homes
New Home
$525,000.00
8204 N 149 E Ave
Rogers
Old School Construction
New Home
$233,000.00
11370 N 166 E Ave
Rogers
Simmons Homes
New Home
$146,100.00
11334 N 163 E Ave
Rogers
Simmons Homes
New Home
$132,420.00
17764 E 108 St N
Rogers
Hayes Custom Homes
New Home
$125,000.00
15504 E 82 St N
Rogers
1st Choice Builders
New Home
$300,000.00
19432 E Slate Dr
I Rogers
I Executive Homes
New Home
$200,000.00
7 Single Family $1,661,520.00
0 Multi Family
7 Total $1,661,520.00
City of Owasso Public Work Department
STATUS REPORT
January 4, 2019
E 76 St N Widening (from U.S. Hwv169 to N 129 E Avenue)
- Engineering design is approximately 95% complete.
- Right of way acquisition is complete.
- Private utility relocation continues. AT &T is currently splicing their new
cables; AEP /PSO has installed the new mainline poles and is currently
installing the electrical cable; Cox will commence once AEP /PSO is
complete with their relocation; and ONG is expected to commence with
relocation in February 2019.
- Private utility relocation is expected to be complete in June 2019; followed
by roadway construction in the fall of 2019.
Garnett Road Widenina (from E 96 St N to E 106 St N
- Engineering design is approximately 99 % complete.
- Right of way acquisition and utility relocation is complete.
- Per ODOT, bid advertisement for roadway improvements will occur in
February 2019 with bid opening in March 2019; followed by construction.
Garnett Road Widening (E 106 St N to E 116 St N)
- Engineering design is 95% complete.
- Right of way and easement acquisition began in January 2017. Of the 32
parcels, 29 have been obtained and staff continues negotiations with the
remaining property owners.
- Upon the acquisition of Right of Way and necessary easements, utility
relocation will begin; followed by roadway construction.
E 106 St N and N 145 E Avenue Intersection Improvements
- Engineering design is 95% complete.
- Private utility relocation continues. AT &T is splicing cables; AEP /PSO is
setting new poles; VVEC is getting supplies together and ONG are
scheduled to commence in the spring of 2019.
- Private utility relocation is expected to be complete by May 2019;
followed by roadway construction.
E 116 St N & N 129 E Ave Intersection Improvements
- Engineering design is 95% complete.
- Per Tulsa County, the right of way and easement acquisition is complete.
- Private utility relocation is expected to commence in January 2019 with
completion by July 2019: followed by roadway construction.
FY 2018 Street Rehabilitation Program
- City Council approved priority sites include the following locations:
Country Estates Phase I, Southern Links and Original Town.
Phase I - In April 2018, City Council awarded the construction bid for the
alleyway improvements to Grade Line Construction; construction
commenced in June with completion in September 2018.
Phase II (Country Estates and Southern Links) - In August 2018, City Council
awarded the construction contract to KSL Dirt Works; construction
commenced in October 2018 with completion by March 2019.
Base repairs are complete in Southern Links. Contractor has begun milling
and asphalt overlay work. Weather permitting; asphalt overlay work is
anticipated to be complete within the next 30 days.
• Central Park / Lakeridae Stormwater Improvements
- AEP completed relocation of underground powerlines.
- In August 2018, ONG completed their utility relocation.
- Staff is working through a potential legal issue on this project. Once
resolved, staff will proceed with advertising and construction.
• Rayola Park / Elm Creek Tributary 5A Stormwater Improvements
- Engineering design is scheduled to commence in February 2019; followed
by construction in July 2019.
• South Sports Park Regional Detention Facility
- City Council approved construction /mitigation permit November 2018.
Mitigation plans due to USACE by mid - December 2018.
- Bid advertisement is scheduled to occur in spring 2019 with
construction commencing in summer 2019.
• Mingo and E 116 St N Intersection /E 116 St N from Minao to Garnett Road
Improvements
- Engineering design is 90% complete.
- Right of Way and easement acquisition commenced in May 2018 with
completion expected by April 2019; followed by utility relocation.
E 116 St N and Garnett Intersection /E 116 St N from Garnett to N 129 E Ave
Improvements
- E 116 St N roadway design is 60% complete.
- E 116 St N and Garnett Intersection design is 90% complete.
- Right of Way and easement acquisition commenced in May 2018 with
completion expected by April 2019; followed by utility relocation.
• E 116 St N from approximateiv N 129 E Ave to N 135 E Ave Improvements
- Engineering design is 90% complete.
- Right of Way and Easement acquisition commenced in May 2018 with
completion in August 2018.
- Private utility relocation is scheduled to commence in January 2019
with completion by March 2019; followed by roadway construction.
• E 96 St N from approximately N 119 E Ave to N 129 E Ave Improvements
- Final decision on the engineering study for the Diverging Diamond
interchange proposal is expected in the first quarter of 2019.
- Engineering design of phase I commenced in September 2018 with
preliminary plans due in March 2019.
• N 135 E Ave Service Road Improvements
- In February, 2018, City Council awarded the construction bid to Grade
Line Construction; construction began on February 28 with completion
expected by November 2018.
- On November 1St 2018, the new service road was opened to the public.
- Work continues behind the curb including final grading, sod and fence
installation. Final completion is scheduled to occur by the end of February
2019.
• N 137th E Ave Service Road Improvements
- Bid advertisement occurred in October 2018 with bid opening in mid -
November 2018.
- City Council approved the construction contract in December 2018.
- A pre- construction meeting occurred on January 3, 2019 with construction
scheduled to commence in early February 2019.
• Wastewater Treatment Plant Expansion
- Engineering design commenced in January 2018 with completion
scheduled for May 2019.
- Engineering design is approximately 60% complete.