HomeMy WebLinkAbout1997.02.13_OEDA Agenda
PUBLIC NOTICE OF THE MEETING OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
TYPE OF MEETING:
DATE:
TIME:
PLACE:
Regular
February 13, 1997
10:00 a.m.
Owasso City Hall
Lower Level Conference Room
207 S Cedar, Owasso, Oklahoma
Notice and agenda filed in the office of the City Clerk and posted on the City Hall bulletin board
at 9:00 a.m. on Tuesday, February 11, 1997.
Marti Boutwell, Ci y Clerk
AGENDA
1. Call to Order
2. Roll Call
3. Request Approval of the Minutes of January 9, 1997 Regular Meeting and
January 10, 1997 Emergency Meeting.
Mr Anderson
Attachment #3
~r~
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FEBRUARY 13, 1997
PAGE 2
4. Request Approval of Claims.
Mr Anderson
Attachment #4
5. Presentation of Financial Report.
Ms Bishop
Attachment #5
6. Consideration and Appropriate Action Relating to Change Order #l, a Change Order to
a Contract Between the Owasso Economic Development Authority and Yocham
Enterprises Inc, Decreasing the Contract in the Amount of $117,270.60.
Mr Ray
Attachment #6
The staff will recommend Trustee approval of Change Order #1, decreasing the amount
of the contract from $339,903.70 to $222,633.10.
7. Discussion and Appropriate Action Relating to Acquisition of Right-of--Way for Extension
of Fifth Avenue (NSP Industrial Access Road)
Mr Ray
Attachment #7
The staff will brief the Trustees on the status of acquisition of right-of--way and options
available to the Authority.
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FEBRUARY 13, 1997
PAGE 3
8. Discussion and Appropriate Action Relating to a Request for OEDA Assistance from
Martin and Roxanne Blom Pertaining to Development of the Children's Depot Child Care
Center.
Mr Ray
9. Consideration and Appropriate Action Relating to a Request for a Donation from the
Owasso Economic Development Authority to the Owasso Home and Garden Show
Committee.
Mr Ray
Attachment #9
10. Consideration and Appropriate Action Relating to a Request for an Executive Session for
the Purposes of a Discussion of a Pending Claim of Brown Construction Company
Against the OEDA Relating to Asserted Unforseen Subsurface Conditions, Such Session
Authorized By 25 OS Section 307B4.
Mr Ray
11. Consideration and Appropriate Action Relating to Brown Construction Company's Claim
for Additional Compensation for Asserted Unforeseen Subsurface Conditions Relating to
the Plasticity of Soil Under all Paving Areas, Subsurface Conditions Under Concrete
Areas, and Subsurface Under Gravel Areas.
Mr Ray
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FEBRUARY 13, 1997
PAGE 4
12. Report from OEDA Manager
15. Adjournment
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
MINUTES OF REGULAR MEETING
January 9, 1997
The Owasso Economic Development Authority met in regular session on Thursday,
January 9, 1997 in the Owasso City Hall Conference Room per the Notice of Public
Meeting and Agenda posted on the City Hall bulletin board at 4:00 p.m. on Friday,
January 3, 1997.
PRESENT
ABSENT
STAFF PRESENT
Frank Enzbrenner
Alan Anderson
Angela Henderson
Gary Akin
Joe Ramey
Rodney Ray
Tom Kimball
Bill Retherford
Sherry Bishop
Brenda Lawrence
Marsha Hensley
ITEM 1: CALL TO ORDER
Vice Chairperson Frank Enzbrenner called the meeting to order at 10:08 a.m. and declared a
quorum present.
ITEM 2: ROLL CALL
ITEM 3: PRESENTATION FROM MARTIN AND ROXANNE BLOM OWNER OF
HERITAGE SCHOOL CHILD DEVELOPMENT CENTER CONCERNING
DEVELOPMENT OF A DAY CARE/PRE- SCHOOL FACILITY IN
OWASSO.
A presentation was made by Mr. and Mrs. Blom.
ITEM 4: REQUEST APPROVAL OF MINUTES OF DECEMBER 12 1996
REGULAR MEETING
Mr. Kimball moved to approve the minutes of the December 12, 1996 Regular Meeting as
written. Motion was seconded by Mr. Akin. A vote on the motion was recorded as follows:
Akin - Yes
Kimball - Yes
Lawrence - Yes
Enzbrenner - Yes
The motion carried 4 -0.
ITEM 5: REQUEST APPROVAL OF CLAIMS
Mr. Kimball moved to approve the current claims as submitted. Motion was seconded by
Ms. Lawrence. A vote on the motion was recorded as follows:
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
January 9, 1997
Page No. 2
Akin - Yes
Kimball - Yes
Lawrence - Yes
Enzbrenner - Yes
The motion carried 4 -0.
ITEM 6: PRESENTATION OF FINANCIAL REPORT
Due to computer difficulties the financial report was not available.
ITEM 7: CONSIDERATION AND APPROPRIATE ACTION RELATING TO
AUTHORIZATION OF INTEREST PAYMENTS BEING DISBURSED
FROM LOAN PROCEEDS ON OKLAHOMA NATURAL GAS PROJECT.
Ms. Henderson reported that the first interest payment is due and ONG has requested the interest
be paid out of loan proceeds. Mr. Kimball moved to approve the request for disbursement.
Motion was seconded by Mr. Akin. A vote on the motion was recorded as follows:
Akin - Yes
Kimball - Yes
Lawrence - Yes
Enzbrenner - Yes
The motion carried 4 -0.
ITEM 8: CONSIDERATION AND APPROPRIATE ACTION RELATING TO
RESOLUTION #97 -01, A RESOLUTION OF THE TRUSTEES OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY RELATING TO
THE ONEOK INC. ONG WORK STATION PROJECT DELEGATING TO
THE CITY MANAGER OF THE CITY OF OWASSO OKLAHOMA
AUTHORITY TO AUTHORIZE WORK CHANGE DIRECTIVES ON SUCH
PROJECT IN AN AMOUNT NOT TO EXCEED $10,000.00 PER
OCCURRENCE SUBJECT TO LIMITATIONS OF THE PUBLIC
COMPETITIVE BIDDING LAW OF 1974.
Following discussion, Ms. Lawrence moved to approve the Resolution authorizing work change
directives on the ONG Work Station Project, with prior review and authorization from ONG,
the architect, and RCB Bank of Owasso, acting as agent for itself and First Bank of Owasso
without such authorizations, the City Manager may not approve such change orders. Motion
was seconded by Gary Akin. A vote on the motion was recorded as follows:
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
January 9, 1997
Page No. 3
Akin - Yes
Kimball - Yes
Lawrence - Yes
Enzbrenner - Yes
The motion carried 4 -0.
ITEM 9: UPDATE ON OKLAHOMA NATURAL GAS PROJECT
Ms. Henderson reported on the progress at the ONG Site.
ITEM 10: REPORT FROM ECONOMIC DEVELOPMENT DIRECTOR
Ms. Henderson discussed current projects and economic development news.
ITEM 11: OLD /NEW BUSINESS
None
ITEM 12: ADJOURNMENT
Mr. Akin moved to adjourn, seconded by Mr. Kimball. A vote on the motion was recorded as
follows:
Akin - Yes
Kimball - Yes
Lawrence - Yes
Enzbrenner - Yes
Motion carried 4 -0 and the meeting was adjourned at 11:30 a.m.
Alan Anderson, Chairperson
Date Approved
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
MINUTES OF EMERGENCY MEETING
January 10, 1997
The Owasso Economic Development Authority met in emergency session at 12 p.m. Friday,
January 10, 1997 in the Owasso City Hall Conference Room per the Notice of Public Meeting
and Agenda posted on the City Hall bulletin board at 9 a.m. on Friday, January 10, 1997.
Notification was also given to local media prior to the meeting.
PRESENT ABSENT
STAFF PRESENT
Alan Anderson Gary Akin
Angela Henderson
Frank Enzbrenner Joe Ramey
Rodney Ray
Tom Kimball
Sherry Bishop
Brenda Lawrence
Bill Retherford
ITEM 1: CALL TO ORDER
Chairperson Alan Anderson called the meeting to order at 12:05 p.m. and declared a quorum
present.
ITEM 2: ROLL CALL
ITEM 3: DISCUSSION AND APPROPRIATE ACTION RELATING TO A POSSIBLE
ECONOMIC DEVELOPMENT PROSPECT
Mr. Anderson reported that Mr. Larry Toombs, an economic development consultant, has
approached the Owasso Economic Development Authority about bringing an economic
development prospect, Eagle Windows and Doors, to Owasso for a tour and presentation. Mr.
Toombs presented a broker's contract to Mr. Anderson that would have the OEDA pay Mr.
Toombs $500,000 if the OEDA successfully negotiates with Eagle Doors and Windows. Mr.
Toombs plans to bring company officials to Owasso Monday for a meeting and tour. Mr.
Enzbrenner moved to instruct Mr. Ron Cates, Authority Attorney, to draft and send to Mr.
Larry Toombs, prior to Monday's meeting with Eagle Doors and Windows, notification that the
Owasso Economic Development Authority will not, now or in the future, pay a broker's fee to
Toombs Development Corporation. Motion was seconded by Mr. Kimball. A vote on the motion
was recorded as follows:
Anderson - yes
Enzbrenner- yes
Kimball - abstained
Lawrence - yes
Retherford - yes
Motion carried 4 -1.
ITEM 4: ADJOURNMENT
Mr. Retherford moved to adjourn, seconded by Mr. Kimball. A vote on the motion was
recorded as follows:
Anderson - yes
Enzbrenner - yes
Kimball - yes
Lawrence - yes
Retherford - yes
Motion carried 5 -0 and the meeting was adjourned at 12:55 p.m.
Alan Anderson, Chairperson
Date Approved
CITY OF 04lASSO
UlASSO ECONOMIC DEV. AUIHORITY
Al
......1 8: 4 3, : q2, n,p P_ A IMS REPORT V
R PAGE: 1
PD # VENDOR DESCRIPTION AMOUNT
---- -- - - -- ------ ----- -------- - - ---- ----- -- ----- -- -- --- - -- - -- ------------
ECONOMIC DEVELOPMUff
971659 RONALD D CATES LEGAL SERVICES- GENERAL 90.00
9711) -1 RODNEY RAY MEETING EXPENSE 296.5;
--- ---- - -- ---
CEPARTMENi iGTAL
ONG F'RDUECI'
971501"' RAKER °< HOSTEf', LEGAL SERVICES -ONG 4,361.57
971584 CHAIiMEY :.: CHARNEY LEGAL SERVICES -ONG 1,15.00
971059 RONALD D CATES LEGAL SERVICES -ONG 2:9.';'0
971/28 DROWl CONSTRUCTION CO ONG WORK CENTER 81,8P.7.00 —
DEP01'rENT TOTAL = = = =) 86,07.41
FUND TOTAL =___) 27,0W4.33
GRAND TOTAL =___) 87,064.:13
IR. clk .eO SP4VV'C ors
C?
UITY OF CiUSSO
OIdASSO ECONOMIC DEV. AUTHORITY
11197 14:311:27 A/F CLAIMS REPORT
PO # VENDOR DESCRIPTIOH
-- -- - - - - -- ------------------- - - - --- -- --- ------ - - - - --
ECONOMIC DEVELOPMENT
----------------- ------- -- - - --
APAPVR PAGE:
AMOUNT
- - - - -- ------ -- - - - --
971583
BAYER & HOST'ER
LEGAL
SERVICES -0110
4,367.57
971534
CHARNEY & CHARNEY
LEGAL
SERVICES -OPIG
175.00
971659
RONALD D CATES
LEGAL
SERVICES- GENERAL
90.00
971L59
RONALD D CATES
LEGAL
SERVICES: -ONG
297.90
DEPARTMENT TOTAL = = = =1 4,930.47
FUND TOTAL =___: 4,930.47
GRAND TOTAL 4,930.47
1
01/08/97 12:34 FAX 9185827192 CEJ Architects 0 002
CONSTRUCTION CHANGE DIRECTIVE
OWNER ❑ ZENARCHITECT ❑ I t
`?NTRACTOR 0
OTHISULTANi ❑
OTHER ❑
Project
ONG Owasso Work Center
Directive No_:
01
(name,
96th Street North & HY 169
Date:
12/3/96
address)
Owasso, Oklahoma
Architects Project
9549
Contract Date:
November, 1996
To Contractor
The Brown Construction Co, Inc.
Contract For.
Gen. Construction
(name,
S43 South Victor
address)
Tulsa, Oklahoma 74104
You are hereby directed to make the following change(s) in this Contract
Add 15 to 17% class C fly ash to stabilize subgrade per Terraoon recommendations in specifications section 02010, where
directed by Architect- Approximately 4000 Sq Yds of area.
PROPOSED ADJUSTMENTS
The proposed basis of adjustment to the Contract Sum or Guaranteed Mwdmum Price is:
0 Lump Sum (increase)(decreese) of $5,786.00
❑ as provided in Subparagraph' 7.3.6 of AIA Document A201, 1987 edition.
❑ as follows:
2. The Contract Time is proposed to fbe-artjasted)(remain unchanged). The proposed adjustment, if any, is (an
increase of days)(a decrease of _ days).
When stoned by the owner and Archdat and received by the Contractor, cis dowmerd become
eRetttae IMMEDIATELY an a conotrudmi Change Directive (CCD), and the conhactm shay proceed
whh the diaWs) dewnbed above.
Coleman Ervin Johnston, Inc. The Brown Const. Co., Inc
610 South Main Suite 200
Tulsa, Oklahoma 74119
Address
BY.
Date: Z/4 i (✓
543 South victor
Tulsa, Oklahoma T4104
Addrm
a
Date:
SWMn bythe Cenhador r dcates the C *ador's
agroement with the proposed 14ushnerds in the
CnMAd sum and Contrad Tare ad fodh M this
Construction Change Directive.
Owasso Economic Development
Authority
owner
207 South
Owasso la 74055
Address
By:
Date: _
OKLAHOMA
NATURAL.
GAS
January 21, 1997
Mr. Rodney J. Ray
City of Owasso
P.O. Box 180
Owasso, OK 74055
Dear Rodney:
This letter is to confirm that Oklahoma Natural Gas Company approves the expenditure of
$5,786.00 for the purchase of fly ash for the ONG Work Center Project. Oklahoma Natural Gas
understands that should expenses for the project exceed the amount granted by the loan, the
expense will be incurred by ONG.
If you have questions or need additional information, please contact me at 341 -7070.
Sincerely,
in S au
Owasso Area Manager
OKLAHOMA NATURAL GAS COMPANY
A DIVISION OF ONEOK Inc.
1449 SW COUNTRY CLUB DRIVE, CLA.REMORE, OK 74017 -7121
(918) 341 -7070 OR 1- 800- 773 -5993
FAX (918) 342 -1762
U1 /Z4 /N7 UH:50 MA 111656271a2 CEJ Architects 10002
CEJ
MEMORANDUM
,I MEVI
FROM: David H. Simmons DATE: January 24, 1997
PROJ. NO.: 9549
TO: Angela Henderson PROJECT: ONG Work Center
Owasso Economic Development Authority
COPIES: ONG # PAGES:1
Brown Construction Co.
SUBJECT: Soil stabilization under building.
MESSAGE: Because of the time of year that construction began, and the wet conditions during this
period, it was necessary to stabilize the building subgrade so that the construction
process could proceed. As stated in Construction Change Directive #1, and as
recommended by our geotechnical consultants, Terracon Consultants Inc, and
approved by the architects, 15 to 17% fly ash was added to the soil_ CEJ respectfully
requests OEDA approve Construction Change Directive #1 and use of fly ash by Brown
Construction Company Inc.
End of Memorandum
'rte l�
Coleman Ervin Johnston ARCHITECTS
AND ENGINEERS
UMVEMW RgN�PDOC+MF
610S ' outh Main Street, Suite 200
Tulsa, Oklahma 74119 818 -582 -7129
Fax 582 -7192
gds ho-4/
RCB
BANK
Claremore • Owasso
Collinsville • Skiatook
(918) 341 -6150
January 23, 1997
Mr. Rodney Ray
City Manager
City of Owasso
207 S. Cedar
Owasso, Ok. 74055
Re: OEDA /ONEOK
Letter of Agreement for
Fly Ash Change Order
Dear Rodney:
This is to advise that RCB Bank on behalf of itself and as
agent bank for First Bank of Owasso, approves the Fly Ash change
order expenditure per Directive No. of dated 12/03/96 in the
amount of $5,786.00.
If you have any questions, or need additional information,
please advise.
President
Owasso Branch
FGE /lp
300 W. Patti Page Blvd. 11633 E. 86th St. North 111 N. 11th 1001 W. Rogers Blvd.
Claremore, OK 74017 Owasso, OK 74055 Collinsville, OK 74021 Skiatook, OK 74070
Ui /U.Y /HT 12: 34 lAA UlasCZ1lUZ I;hJ Arcaiteers
12/83,(1996 16:26 91()5842321 THE BRUIN COIST CO
THE
BROWN
CONSTRUCTION
COMPANY, INC. GFNERAL CONTRACTORS
D9Wmber 3,1998
Mr. David Stmffww
COMman Ervin Johnston, Me.
610 S. Main Street, Suhe 200
Tulm.OK 74118
c4m Mr. slmm"=
SinCe 1977
Sant Via. Reguldr Melt
Phone Y: (816) 582 -7128
Re: Owasso ONG Work Center
Owasso, OK
We are pleased m quote the 10110wing as reWeste0 by Richard Bundy with ONG.
Add 4000 sy 11yash Tor buNng pad and Construction area for drying purposes only.
Add_ $ 5.786.110
Pteasa amore premM so as not to delay the tlr*M
Shcorgly,
THE BROWN CPHSTRUCTION Co., INC.
Vi P Iioside t
Fla; 9625
General COnstrUetiort • COnstnicdon ManaOery • Conveyors
543 South Victor • Tutse, OK T4104 -2041 - 9181384.OWG
Statewide 1.800 - 480 -MG
10003
PAGE 81
12/03/96 16:27 TX /RX N0.7239 P.001 0
Owasso
Economic Development Authority
207 South Cedar
PO Box 180
Owasso, OK 74055
January 28, 1997
INVOICE
ENGINEERING:
(918) 272 -2251
FAX (918) 2724999
VENDOR
DATE
P.O. NUMBER
AMOUNT
Tuttle & Assoc.
11/11/96
971045
$251.03
TOTAL
11/11/96
971112
$251.03
LEGAL SERVICES (Oklahoma Natural Gas Project):
VENDOR
DATE
P.O. NUMBER
AMOUNT
Chamey & Chamey
9/24/96
971584
$175.00
Ronald D. Cates
11/11/96
971112
$1,587.23
Ronald D. Cates
12/6/96
971319
$114.50
Baker & Hoster
12/17/96
971583
$4,367.57
Ronald D. Cates
1/9/97
971459
$682.50
TOTAL
926 80
GRAND TOTAL ........ ............................... 7177
City of Owasso
OWASSO. OKLAHOMA 74055
IOWOROER NUMBER ON ALL 4NVO ICES, SH I PPING
P' PS, CORRESPONDENCE AND CON I Al NERS
PURCHASE ORDER
OR ENCUMBRANCE
F
DATE OF ORDER
ORDER NO.
WARRANT
No
CLASSIFICATION
PROD.
OEP -.
'
CODE
SUB
VENDOR
(NUMBER
F
U
U
•
N
I
L
CONDITIONS: \\ \�
1. Invoices to be rrd.,.d! I. duplicate.
2. No payment to be made until PnJw in complete.
3. Back Ordws net accepted.
4. Deliveries acknoMedged subject W Purchasers inspection.
S. Sales T" Exempt No.
Purchase Approved By
By IUUAJ-
U
BE 1146, SL 1117 REQUIRES THE VENDOR TO FURNISH AN ITEMIZED INVOICE WHICH STATES THE VENDORS NAME AND ADDRESS. A CLEAR DESCRIFTIOF
OF EACH ITEM PURCHASED. ITS UNIT PRICE. THE NUMBER OR VOLUME 01
EACH ITEM. ITS TOTAL PRICE. THE TOTAL OF THE PURCHASE AND THE DATI
OF THE PURCHASE, THE INVOICE. TOGETHER WITH A SIGNED DELIVERY TICK
ET (IF SEPARATE FROM THE INVOICE) AND ANY OTHER SUPPORTING INFORMA
TION MUST BE ATTACHED TO THE ORIGINAL COPY OF THE PURCHASE OFIDEI
WHEN FILED FOR PAYMENT.
A -IJANTIT
DESCRIPTION
UNIT
PRICE
TOTAL AMO UNT
CLASSIFICATION
PROD.
OEP -.
'
CODE
SUB
I ne1e.y Lellny tnat me amount of Ins encumbrance has been entered against the designated appropriation
accounts and that this encumbrance is within the authorized available balance of said appropn9t,on
REQUESTED BY 771/APPROVED BY SIGNATURE Or ENCUMSERING OFFICER DATE
® & Associates, Inc.
= ENGINEERS • ENVIRONMENTALISTS • PLANNERS
5460 SOUTH GARNETT • SUITE M • TULSA, OKLAHOMA )4146
9181663 5567
Angela Henderson
Owasso Economic Development
207 S. Cedar
Owasso, Ok 74055
RE: OAK TREE BUSINESS PARK
Reimbursement of plat reproduction costs
TOTAL DUE THIS INVOICE
Sincerely,
Cx
Je r A. Tuttle, P.E.; L.S.
Pr sident
Tulsa, Oklahoma
Oct 24, 1996
Inv. 4627 -04
Project 4627
$ 251.03
$ 251.03
1�1 >
):CITY TREASURER
'_ease issue an Encumbrance
)r the following:
andor:_ I (. He, 4- As50UC tes
andor #:_
rda
L
.31 70D 53q
FUND DEPT ACCT#
Cedar -
oma 74.055
_a Department: eGODnpmV c, t)gvejO rilent-
n eDA
Project or Piirpose:_ Okahann6L�
6%il of Coq s
APPROVED FOR PURCHASE
DATE
City of Owasso PURCHASE ORDER
OWASSO. OKLAHOMA 74055 OR ENCUMBRANCE
IOWOROER NUMBER ON ALL INVOICES. SHIPPING
P ',RS.CORRESPONDENCE AND CON TAI N ERS
DATE OF ORDER
ORDER NO.
WARRANT NO.
REpUISITION ND.
CLASSIFICATION
CO CIE SUB
_
OEPt.
L;
L
LEGAL SERVICES -ONG
175.00
175.00
VENDOR-
�; j. F
C 5
NUMBER_:
OWASSO F_'CONONIC If _V. N
' CHARNEY 8 CHARNE:Y
TO 200 CEDAR CENTER
PO BOX 240
OWASSO OK 74050
CITY OF OWASSO
PO BOX 180
SHIP TO OWASSO, OK 74055
I
"` I C`Su
F'O BOX 1.20
-LrJf� y of: 71105F
L
CONDITIONS:
1. Invoices to be rendered in duplicate.
2. No Payment to be made until order in compete.
3. Back Orders not accepted,
4. Deliveries acknowledged subject to Purchaser's inspection.
5. Sales Tax Exempt No. r I
J
Purchase Approved By
By 112-21qel
SB Ni K, SL 1977 REOUIRES THE VENDOR TO FURNISH AN ITEMIZED INVOICI
WHICH STATES THE VENDORS NAME AND ADDRESS. A CLEAR DESCRIPNOI
OF EACH ITEM PURCHASED. ITS UNIT PRICE THE NUMBER OR VOLUME OI
EACH ITEM, ITS TOTAL PRICE. THE TOTAL OF THE PURCHASE. AND THE DATI
OF THE PURCHASE. THE INVOICE TOGETHER WITH A SIGNED DELIVERY TICK
ET (IF SEPARATE FRAM THE INVOICE) AND ANY OTHER SUPPORTING INFORM,
TION MUST BE ATTACHED TO THE ORIGINAL COPY OF THE PURCHASE ORDEI
WHEN FILED FOR PAYMENT.
A —'JANTtTY
DESCRIPTION
UNIT
PRICE
TOTAL AMOUNT
CLASSIFICATION
CO CIE SUB
PROJ,
OEPt.
1.0
LEGAL SERVICES -ONG
175.00
175.00
70C
L/
T 0 T A L
175.00
I hereby certify that the amount of this encumbrance has been entered against the designated appropriation
accounts and that this encumbrance is within the authorized available balance of said appropriation.
n cuvc�I CU ur I APPROVED BY I SIGNATURE OF ENCUMBERING OFFICER DATE
._ - . O i
AC;a , /-4- I 1/20/97
274 -1404 R.C.B. OF OkW5=0 019 FE2 DEC 11 196 17:16
�p -24 -5b U4:b.Sh G "t•at��cy °.. ( h. -rnoy ('� `_+io 'ic �_...
CHARNEY & CHAMY
200 CEDAR CENTER - pOST OFFICE BOX 240
OWASSO, OKLAHOMA 74055
(918) 272 -5338
STATEMENT
TAX ID4 73- 1335442
RCS Bank
post office Box 350
Owasso, Ox 74055
ATTN: Frank Enxbren:ler
20 -21 -14
Owasso Economic Development
Authority
09/24/96
HC Title Examiner's Report - 20 -21 -14
Owasso Economic: Development Authority
FOR CURRENT SERVICES RENDERED
BALANCE DUE
ACCOUNT NOc 109/24/96
1
please furni4h your account number with your payment
175.00
175.00
$175.00
.W.= =2
City of Owasso PURCHASE ORDER
OWASSO, OKLAHOMA 74055 OR ENCUMBRANCE
1OW ORDER NUMBER ON ALL INVOICES, SHIPPING
P 'AS. CORRESPONDENCE AND CONI'AI NERS
DATE OF ORDER
ORDER NO.
I WARRANT NO.
REQUISITION NO.
CLASSIFICATION
PROD
OEPI
CODE
SUB
VENDO
"T F
C0i!}jO
- .NUMBER
C1 L,IA850 1.- CONONTI.11 LI E_IVI. N
F,;.N(I LD ti,C ATE S
TO ATTORNEY AT--1_F)LT `
MAIN STE 680 PARKCENTF;E
TULSA 01" 74:1.0:
CITY OF OUASSO
F'O BOX 7. 80
SHIP TO OWASSO, OK 7.40`5
I
EL
I �_ X11, .. I_I,, LI1. 'iU.
CONDITIONS:
1. Invoices to be rendered in duplicate.
2. No payment to be made until order in complete.
3. Back Orders not accepted.
4. Deliveries ackroWedged subjectm Purchasers inspection.
S. Sales Tax Exempt No. r
L 7:-'606961:-:
Purchase Approved By
By
SB 11144, SL 1977 REQUIRES THE VENDOR TO FURNISH AN ITEMIZED INVOIC
WHICH STATES THE VENDORS NAME AND ADDRESS. A CLEAR DESCRIPTIOI
OF EACH ITEM PURCHASED. ITS UNIT PRICE. THE NUMBER OR VOWME 0
. EACH ITEM. ITS TOTAL PRICE. THE TOTAL OF THE PURCHASE, AND THE DAT
OF THE PURCHASE. THE INVOICE TOGETHER WITH A SIGNED DELIVERY TICI
ET (IF SEPARATE FROM THE INVOICE) AND ANY OTHER SUPPORTING INFORMI
TION MUST BE ATTACHED TO THE ORIGINAL COPY OF THE PURCHASE ORDE
WHEN FILED FOR PAYMENT.
N ^'JANTIT
DESCRIPTION
UNIT
PRICE
TOTAL AMOUNT
CLASSIFICATION
PROD
OEPI
CODE
SUB
A.
tj L-
T O T A L
1,587. 2--:.
I Hereby certify that the amount of this encumbrance has been entered against the designated appropriation
accounts and that this encumbrance is within the authorized available balance of said appropriation .
nc v u or APPROVED BY SIGN�A/T/URE OF ENCUMBERING OFFICER DATE
11707796
RONALD D. CATLS
Attunwy at Law
Suitc 680, ParkCumrc
525 South Main
Tulsa, Oklahoma 74103
918 -582 -7447 FAX 918 - 582 -0166
Owasso Economic Development CLIENT MATTER # 2966 -014
Authority ONG Facility
207 South Cedar
L Owasso, OK 74055
STATEMENT OF ACCOUNT
DATE
SERVICES RENDERED
CHGS.
PYMTS.
BAL.
$937..
,1/23/96
review ATLA title insurane committments from
guaranty abstract, meeting w/ Mike Snyder, 0
G
att re: lot split, easement requirements,
teleconf. w/ D. Sokolosky, RCB atty re: easeMEnt
requirements (3) teleconf w/ Angela Henderson
teleconf. w/ Mike Snyder - foregoing & contr
cting
issues 3 hrs
$225.00
$1187
)/24/96
memorandum re: lot split necessing Smith to
OEDA Tim Rooney; teleconf. w/ M. Snyder &
A. Henderson & Arlene from guaranty &
D. Sokolosky 1.2
$90.00
1277
3/25/96
phone consul. w/ Arlene Phillips re: documentary
stamp issue; research /dictation /clerical
correspondence to A. Philli s re: ad valorem
tax issue 1 hr
$75.00
$1352.
10/96
costs advanced - copy & postage expense
$9.73
$1362.
0128/96
phone consultations - Mike-Snyder 5 re: plit,
--
general
affidavitd contract or extension of time rPqimqf--
w Angela Henderson Phillips
0 29 96
closin at
"-_"
_
;.�
RONALD D. CATRS
Auomey at Law
Suite 680, ParkCemre
525 South Main
Tulsa. Oklahoma 74103
918 - 582 -7447
FAX 918 - 582 -0166
Owasso Economic Development CLIENT MATTER # 2966 -014
Authority n w, Fari1iYv
207 South Cedar
L Owasso, OK 74055
STATEMENT OF ACCOUNT
DATE
SERVICES RENDERED
CHGS.
PYMTS.
BAL.
10/96
carry over balance from previous card
$660.0
0/7/96
review loan documents - preliminary draft
dated 10/3/96 provided b y bank counsel D.
Sokolosky 3 hrs
225.00
0/10/96
phone consultation & outside consultation
w/ Ken Harrell, rp Edison tract easement; rev
ew
1.3
$97.50
982._`
10/11/96
review 10/9/96 revisions of loan documents;
teleconference wL D. Sokolosk 2 hrs
$150.00
1132.
0/14/96
payment received - thank you
$510.00
622.=
0/16/96
phone consultation w/ Mike Snyder re: insuran
e
certificate clos.ing documentation; w/ D.
Sokolosk re: insurance certificate document
tion
'�Prierl for prpfiling- w/ Secretary of State
& An ela Henderson .7
$52.50
$675.
0/18/96
review documents delivered by Mike Snyder ONG
index documents commercial lease agreement
10/18/96 version; memo of lease agreement -
10/17/96 vPrSjQn- opinion f ONG counsel -
final version 1 hr
$75.00
1$750. C
0/18/96
review of 10/18/96 .draft term note, real
estate mortgage, loan agreement; dictate
-arrpqpnndpncp to OK s(-.(-.rpLary of a
(60 O.S. sec 178.2 ) pre filing cert.
RONALD D. CATES
Attomcy at Law
Suitc 680, ParkCcntrc
525 South Main
Tulsa. Oklahoma 74103
916 -582 -7447
I
Owasso Economic Development Auth.
207 South Cedar
L Owasso, OK 74055
I
FAX 918 - 582 -0166
CLIENT MATTER # 2966 -014
STATEMENT OF ACCOUNT
ONG Facilitv
DATE
SERVICES RENDERED
CHGS.
PYMTS.
BAL.
/96
carry over balance from previous card
$75.0(
6
outside n o conference at cit
nail w/ A. Henderson R. Ra • meeting at
_
2 hrs
$150.00
$225.(
'/9/96
office consultation w/ A. Henderson & J.
Tuttle & outside consultation - Edisons &
Har.rels 1.5
$112.50
$337.`
/12/96
phone consultation w/ Ken Harrel re: Edison
tra • w A. Henderson: outside consultatio
Kent Harrel's office re: Edison easement 1 h
$75.00
0.
$412.'
1/96
payment received - thank yo.0
$75.00
$337..
)/30/96
outside consultation - conference at city
hall w/ R. Ray, A. Henderson, R. Carr & T.
Rooney re: rights of way acquisition 1.3
$97.50
$435.1
10/1/96
review revised lease agreement; teleconf. w/
A. Henderson re: plat processing & costs,
teleconference w/ M. Snyder re: same 1 hr
$75.00
$510.0
10/9/96
phone consultation w/ A. Henderson re: survey
title committment closing; general warrant`
2 calls; George Thomas - GWD Smith to
OEDA Sammie Dorsett lien 1 hr
$75.00
$585.(
0/10/96
drafting documents - general warranty deed
Hayward Smith /Betty Smith - OEDA
$7.5.00
$660.(
h
........................ ................ ......... . . . . . . ............
To:CITY TREASURER
Please issue an Encumbrance Department:
for the following:
Vendor: 'Rc�� Qs)k-s
Project or Purpose:
Vendor#: L f-C �oL�
.0 . ....
APPROVED FOR PURCHASE
DE ARTMENT HEAD
5 C)
FUND DEPT ACCT#
DATE
City of Owasso
OWASSO. OKLAHOMA 74055
OW ORDER NUMBER ON ALL INVOICES, SIAIPP ING
P! a S.CORRESPONDENCE AND CONT A,NERS
PURCHASE ORDER
OR ENCUMBRANCE
r-
DATE OF ORDER
ORDER NO.
WARRANT NO.
REQUISITION NO
CLASSIFICATION
CODE SUB
PROI.
DER'.
i
VE OR
F
'NU BER:
.. .. :... N
I
1
J
CONDITIONS:
I ' Invoices to be rendered In duplicate.
2. No payment to ba made until order in compete.
G. Back Orders not accepted.
4. Deliveries acknoWedged subje to Purchaser's Inspection.
5. Sales Tax Exempt No. L r I
/!' I Purchase Approved By
S8 Ill". SL 1977 REQUIRES THE VENDOR TO FURNISH AN ITEMIZED INVOICE
WHICH STATES THE VENDORS NAME AND ADDRESS, A CLEAR DESCRIPTIOI
OF EACH ITEM PURCHASED. ITS UNIT PRICE. THE NUMBER OR VOLUME OI
. EACH ITEM. ITS TOTAL PRICE. THE TOTAL OF THE PURCHASE AND THE DATE
OF THE PURCHASE. THE INVOICE. TOGETHER WITH A SIGNED DELIVERY TICK
ET (IF SEPARATE FROM THE INVOICE) AND ANY OTHER SUPPORTING INFORMA
TION MUST BE ATTACHED TO THE ORIGINAL COPY OF THE PURCHASE ORDEI
WHEN FILED FOR PAYMENT.
I - - 'ANTIT
DESCRIPTION
UNIT
PRICE
TOTAL AMOUNT
CLASSIFICATION
CODE SUB
PROI.
DER'.
i
I hereoy certify that the amount of this encumbrance has been entered against the designated appropriation
accounts and that this encumbrance is within the authorized available balance of said appropriation.
REQUESTED BY APPROVED BY SIGNATURE OF ENCUMBERING OFFICER GATE
RONALD D. CATES
918 -582 -7447
FOwasso Economic
Authority
207 South Cedar
Owasso, OK 74055
Attorney at Laic
Suite 680, ParkCentre
525 South Main
Tulsa, Oklahoma 74103
FAX 918 -582 -0166
7 CLIENT MATTER #
Development ONG
I
STATEMENT OF ACCOUNT
2966 -014 (7;
]ATE
SERVICES RENDERED
CHGS.
PYMTS.
BAL.
L/96
carr over balance -from previous card
$1587.
Phillins at
Guaranty, teleconference w Arlene & Darlene
_
at secretary of state .5
$37.50
P1624.73
2
payment received - thank you
$1587.2b
$37.5
1/22/96
draftin documents - correspondence to
secretary of state - post filing documents -,.6
$45.00
$82.5 0
costs advanced - secretary of state
$25.00
8107.5G
pasugp ewpense
$7 nn
$114.5C
City of Owasso PURCHASE ORDER
OWASSO, OKLAHOMA 74055 OR ENCUMBRANCE
IOW OROER NUMBER ON ALL INVOICES, SHIPPING
PAPERS. CORRESPONDENCE AND CONIAINERS
4W
DATE OF ORDER
ORDER NO.
I WARRANT NO,
REQUISITION N0.
CLASSIFICATION
CODE
SUB
PROD.
DEP1.
t
1..0
LEGAL.. SERVICES -'ONG
4,'-,'67.57
VENDOR''
':1. F
U
If B0
NUMBER,
Ol•JASS0 ECONOVIJ C IIEV. N
E,' IKER ° HOS T'E:R
TO 800 KE:NNEIIY BUILDING
TULSA OK 741.0::
CITY OF' OUASSO
PO BOX 180
SHIP TO OWASSO, OK 7405 5
I
PLII BOX 1.80
'J� o
Oh:ASSO, 011
L
CONDITIONS'
1. Invoices to be rendered in duplicate.
2. No payment to be made urml order In complete.
3. Batl Orders not accepted.
4. Deliveries ac$moWedged subject to Purchasers inspection.
S. Sales Tax Exempt No.
7:b0E;961 =;
Purchase Approved by
By ,122/9 l
/J
SS #144, SL 1977 REQUIRES THE VENDOR TO FURNISH AN ITEMIZED INVOICI
WHICH STATES THE VENDORS NAME AND ADDRESS. A CLEAR DESCRIPTI01
OF EACH ITEM PURCHASED. ITS UNIT PRICE THE NUMBER OR VOWME 0'
. EACH ITEM. ITS TOTAL PRICE. THE TOTAL OF THE PURCHASE. AND THE DATI
OF THE PURCHASE. THE INVOICE. TOGETHER WITH A SIGNED DELIVERY TICY
ET (IF SEPARATE FROM THE INVOICE) AND ANY OTHER SUPPORTING INFORM!
TION MUST BE ATTACHED TO THE ORIGINAL COPY OF THE PURCHASE ORDE:
NMEN FILED FOR PAYMENT.
M IQUANTITV
DESCRIPTION
UNIT
PRICE
TOTAL AMOUNT
CLASSIFICATION
CODE
SUB
PROD.
DEP1.
t
1..0
LEGAL.. SERVICES -'ONG
4,'-,'67.57
4, _:67..`_17
70C
v
T O T A L
4=;67.57
I hereby certify that the amount of this encumbrance has been entered against the designated appropriation
accounts and that this encumbrance is within the authorized available balance of said appropriation.
REQUESTED BY APPROVED BY SIGNATURE OF ENCUMBERING OFFICER DATE
1/10/5'7
274 -1404 R.C.B. OF OwAS Sn
BAYER & HOSTER
ATTORNEYS
800 KENNEDY BUILDING
TULSA, OKLAHOMA 74103
RCB Bank
11633 East 86th Street: North
Owasso, OK 74868
For legal services rendered and expenses
advanced in connection with the preparation
of loan documents for the OEDA /ONEOK project
Photocopy expenEe
Postage expense
Total expenses
Balance Due
703 F02 TAI I 15 '97, 13:02
Account No. 3152.01
Statement No. 1
$ 4000.00
349.20
18.37
367.57
$ 4367.57
City. of Owasso F'UKUHAJt UHUtK
OWASSO. OKLAHOMA 74055 OR ENCUMBRANCE
IOWORDER NUMBER ON ALL INVOICES, SHIPPING
PAPERS, CORRESPONDENCE AND CONI'AINE R$
DATE OF ORDER
ORDER NO.
WARRANT NO.
REQUISITION NO,
CLAS5IFICATION
PROD.
DEPT.
CODE
SUB
V OR
F
U
M BER
N
SHIP TO
L-
-1
1
CONDITIONS:
t. Invoices to be rendered in duplicate.
2. No payment to be made until «der in canplets.
3. Back Omens not accepted.
4. Deliveries acknowledged subject to Purchasers inspection.
5. Sales Tax Exempt No. r
Purchase Approved By
Ey "' ✓%/ to / /�7
SO N144, SL 1977 REQUIRES THE VENDOR TO FURNISH AN ITEMIZED INVOICE
WHICH STATES THE VENDORS NAME AND ADDRESS, A CLEAR DESCRIPTIOP
OF EACH ITEM PURCHASED. ITS UNIT PRICE THE NUMBER OR VOLUME Of
. EACH ITEM. ITS TOTAL PRICE. THE TOTAL OF THE PURCHASE AND THE DATE
OF THE PURCHASE. THE INVOICE. TOGETHER WITH A SIGNED DEUVERY TICK
ET (IF SEPARATE FROM THE INVOICE) AND ANY OTHER SUPPORTING INFORMA
TION MUST BE ATTACHED TO THE ORIGINAL COPY OF THE PURCHASE ORDEF
WHEN FILED FOR PAYMENT.
A QUANTIT
DESCRIPTION
UNIT
PRICE
TOTAL AMOUNT
CLAS5IFICATION
PROD.
DEPT.
CODE
SUB
I nereoy certify that the amount of this encumbrance has been entered against the designated appropriation
accounts and that this encumbrance is within the authorized available balance of said approprrapon
I APPROVED BY SIGNATURE OF ENCUMBERING OFFICER I DATE
RONALD D. CATLS
Auomcy at Law
Suite 680, ParkCentre
525 South Main
Tulsa. Oklahoma 74103
918 -582 -7447
Owasso Economic Development
Authority
207 South Cedar
L Owasso, OK 74055
FAX 918 -582 -0166
CLIENT MATTER # 2966 -014 ( i
ONG
STATEMENT OF ACCOUNT
DATE
SERVICES RENDERED
CHGS.
PYMTS.
BAL.
.1/96
-carry over balance -.from previous card
$1587
Phillips at
Guaranty, teleconference wj Arlene & Darlene
_
at ag retary of stater .5
$37.50
1624.7:
-payment received - thank you
$1587.23
$37.'
.1/22/96
drafting documents - correspondence to
secretary of state - post filing documents; .6
$45.00
$82.5 1
costs advanced - secretary of state
$25.00
107.5(
-
114.51
12/5/96
phone consultation w/ Kent Harrel (2) &
outside consultation w Phil Lutz A. Henderson,
R. Ray, A. Anderson, R. Carr T. Rooney re:
Edison annexation rezone s
3.5
262.50
$377.0 (
2/6/96
phone consultations - Kent Harrell, R. Ray;
document finalization . 1 hr
$75.00
$452. (
2/10/96
phone consultation w Sandy Harrell re:
question on easement .5
$37.50
$489.`
.2/16/96
payment received - thank you
$114.50
$375.0
2
hone cons. wZ Kent Harrell re: easement
sewer line, time frame, & w/ R. Ray & T. Roon
v
re: annexation
$45.00
1 8420.0
RONALD D. CATES
Attomcy at Law
Suim 680, ParkCcmrc
525 South Main
Tulsa, Oklahoma 74103
918 -582 -7447
FAX 918 -582 -0166
F —1 CLIENT MATTER #
Owasso Economic Development Auth.
207 South Cedar
Owasso. OK 74055
STATEMENT OF ACCOUNT
ONG
2966 -014 (8)
DATE
SERVICES RENDERED
CHGS.
PYMTS.
BAL.
2/96
carry over balance from previous card
$420.0(
2/20/96
review contract & easement documents;
teleconference w/ R. Ray, R. Carr, B. Allen,
T. Mooney, P. Lutz., IC. Harrell (2) re:
foregoing 1.5
$112.50
$532.5(
?/27/96
teleconference w/ M. Snyder, ONG atty, re:
Project change orders; easement acquisition
status; teleconference w/ K. Harrell re: stat
s
of sanitary sewer easement; preparation of
memo relative to-sanitary sewer easement
acquisition 2 hrs
$150.00
$682.51
All
164'
):CITY TREASURER
Lease issue an Encumbrance
)r the following: _
:ndor: Run [A -,PS) iiiOr1�P
— A +- LAA)
�ndor#:
DE RTMgNT HEAD
FUND DEPT ACCT#
Department: MDA
Project or Purpose:./�l�
e YMenL-5 a 0J051,
APPROVED FOR PURCHASE
DATE
• u60
City of Owasso
Owasso Economic Development Authority
Schedule of Revenues and Expenses
For the Month Ending January 31, 1997
MTD
Operating income:
Transfer from City - General Fund
$0.00
Contributions
1,250.00
Sale of property
0.00
Other
0.00
Total revenues
1,250.00
Operating expenses:
Materials & supplies
Services & other charges
Capital outlay
Total expenses
Operating income (loss)
Non - operating income (expenses):
Proceeds of construction loan
ONG Work Center Project
Total non - operating income (expenses)
Net income (loss)
/ /1
/ 1/
/ 11
MM
1,250.00
43,137.00
(43,819.50)
(682.50)
bbl.bU
YTD
$0.00
3,750.00
0.00
1,346.29
5,096.29
90.50
1,912.00
0.00
2,002.50
3,093.79
80,460.71
(70,574.37)
9,886.34
12,980.13
Retained earnings 07/01/96 $23,019.91
Retained earnings 01/31/97 $36,000.04
I
i
i
SECTION 00600
CHANGE ORDER
PROJECT: Owasso ONG Roadway and CHANGE ORDER NUMBER: 1
Utility Improvements (Oak
Tree Business Park DATE: February 111 1997
CONTRACT DATE: October 29r 1996
TO CONTRACTOR: Yocham Enterprises CONTRACT FOR: Construction of approx—
P.O. Box 2227 imately 1207 LF of 8"
Sapulpa, Oklahoma 74066 water line, 3992 LF of
8" sanitary sewer line,
919 LF of storm sewet,
2000 CY rough grading,
2274 LF curb and gutter,
The Contract is changed as follows: See attached and 4352 SY asphalt paving.
Not valid until signed by the Owner and Contractor
The original Contract Sum was $ 339,903.70
Net change by previously authorized Change Orders $ 0
The Contract Sum prior to this Change Order was $ 339, 903.70
The Contract Sum will be (bmraaad) (decreased) (tachaaged) by this
Change Order in the amount of $ 117,270.60
The new Contract Sum including this Change Order will be $ 222, 633.10
The Contract Time will be (increased) (decreased) (unchanged) by ( 0 1 days.
The date of Substantial Completion as of the date of this Change
Order therefore is unchanged
NOTE: This summary does not reflect changes in the Contract Sum Time which have been authorized by Construction
Change Directive.
CONTRACTOR OWNER
ADDRESS ADDRESS
M
DATE
m
DATE
CHANGE ORDER
0197 000600 - I OF 1
CHANGE ORDER #1
OWASSO ONG ROADWAY AND UTILITY IMPROVEMENTS
(OAK TREE BUSINESS PARK)
THE FOLLOWING BID ITEMS ARE TO BE DELETED FROM THE CONTRACT AT THE
INDICATED CONTRACT AMOUNTS:
BID ITEM #
DESCRIPTION
AMOUNT
402.
ROUGH GRADING
$10,000.00
404.
PREPARATION OF SUBGRADE
9,950.00
410a.
COMBINED CURB AND GUTTER
15,204.00
410b.
18" HEADER CURB
1,080.00
412.
8" ASPHALT PAVING
68,178.00
413a.
SUBGRADE
497.50
413b.
LIME
12.50
416.41a.
DOUBLE GRATE DROP INLET
3,000.00
416.41b.
FOUR GRATE DROP INLET
3,500.00
326.
HAY BALES
3,000.00
309.
142.43 L.F., 8" PVC PIPE
2,848.60
TOTAL DEDUCTION
$117,270.10
Owasso
Economic Development Authority
207 South Cedar
PO Box 180
Owasso, OK 74055
January 29, 1997
Commissioner Lewis Harris
Tulsa County Commissioners
500 S. Denver
Tulsa, OK 74103
Dear Commissioner Harris:
(918) 272 -2251
FAX (918) 2724999
The purpose of this correspondence is to outline the scope of work for
construction of the Oklahoma Natural Gas Roadway and to once again request the
assistance of Tulsa County with construction of the project. As you have
indicated in the past, Tulsa County is ready and willing to assist us with this
project once specific tasks are outlined.
Last week, several members of the city staff and I met with Ray Jordan, County
Engineer, and the contractor for the job, Yocham Enterprises. The meeting was
extremely productive and resulted in a recommended scope of work, which if
accepted by Tulsa County, would result in negotiations taking place between the
City of Owasso and Yocham Enterprises for construction of the remainder of the
project.
Specifically, the recommended scope of work includes the following items:
Rough grading and subgrade - Grates
Curb and guttering - Asphalt
Lime - Fine grading
Costs for asphalt and lime would be reimbursed to Tulsa County . through a
contract between the City of Owasso and the Oklahoma Department of
Transportation. The City was informed by ODOT that concrete materials would not
be reimbursed as a surfacing material, however, Mr. Jordan indicated a
willingness to investigate the possibility of reimbursement of concrete materials
as they relate to the curb and guttering.
I appreciate the time and energy Tulsa County has spent working with us on this
Project and look forward to visiting with you about the aforementioned scope, of
work.
Sincerely,
Rodney J. Ray
City Manager
TO: HONORABLE CHAIR AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: RODNEY J RAY
OEDA MANAGER
SUBJECT: RIGHT- OF-WAY ACQUISITION
NSP INDUSTRIAL ACCESS ROAD
DATE: February 11, 1997
The staff will brief the Trustees on the option of condemnation as a viable method of acquiring
right -of -way for this project. Attached is an informational memorandum relating to process and
cost.
CONDEMNATION
BY AN
OKLAHOMA MUNICIPAL CORPORATION
Authority - Article 1I, Section 24, Oklahoma Constitution
I 1 Okl. St. Ann. Section 22- 104(2)
66 Okl, St. Ann Erection 53 et. seq.
Oklahoma has a group of laws on condemnation. The Oklahoma Constitution established
the basic format that required government to pay for taking or damaging private land interests. It
provides that "Private property shall not be taken or damaged for public use without just
compensation_. ". The Constitution further requires the appointment of a Board of
Commissioners of not less than three freeholders... to ascertain the compensation to be paid to a
landowner "irrespective of any benefit from any improvements proposed." In addition, our
Constitution provides for jury trials to asses damages if possession of land by a government
agency occurs, and judicial inquiry into the character of the use to ascertain if it is public or
private. Private property cannot, without the consent of the owner.. be taken for a purely private
purpose and no government agency has the right to take private property for other than a public
use in Oklahoma.
While the Constitution sets forth these primary requirements for land takings, the
Legislature has adopted eminent domain enabling laws, practices and procedures.
MODIS OPERANDI UNDER THE RAILROAD ACT
Condemnation procedures are "special'„ and the rules by which they are guided are
"special" riles. The rules of procedure which apply to condemnation proceedings in Oklahoma
are those set forth in the Railroad Act originally adopted in 1910.
1. Resolution of Necessity The state, city or county agency must adopt a resolution of
necessity setting forth the reasons for a taking, the property to be taken, that the use is for a
specific public purpose and a statement of procedures to be followed to negotiate a purchase, or
initiate subsequent condemnation proceedings. Neither service of the resolution upon landowners
or notice of these early actions is required.
Legal Fees $150.00
Court Costs -0-
2. Survey of Property: Government agencies customarily conduct an engineering survey
to determine accurate land boundaries incident to a taking. For this purpose, they are authorized
to enter upon land. Damages for injury caused are compensable.
Engineering Fees unknown
Legal Fees -0-
Court Costs -0-
3. Offer to Purchase Land: The landowner must be approached before condemnation
proceedings are stated with a voluntary offer to purchase his property. The requirement is
mandatory. Other persons owning interests in the land must also be offered cash. The
negotiation can be formal or informal, oral or written, brief or extended. Offers may be made any
time before starting a condemnation case, and if proceedings are not begun within a reasonable
time after rejection, ]aches may require a new Resolution of Necessity and a new offer.
Engineering Fees -0-
Legal Fees $1550.00 to $1500.00 depending upon time
authorized to ne,otiate and number of persons
owning on interest
Court Costs -0-
4 Petition to Condemn Property_ If a landowner refuses to sell his property voluntarily to
the agency, a court suit usually follows. 'The petition is, in form, of the type usually seen in "civil
cases ", but will contain, additionally, the following: Identification of condemnor and
condemnee(s) and the property involved: reference to source of authority for taking and to the
necessity of taking; reference to a resolution of necessity adopted by agency; addresses of
landowners and statement that they are either residents or non - residents; and a request for
appointment of commissioners to render a report to the court on the fair market value of the lands
taken. Exhibits are sometimes attached to the petition
Engineering Fees -0-
Legal Fees $300.00
Court Costs $79.00 plus $5.00 for each additional defendant
Notice of Proceedings to Landowners The court must issue notice to the landowner of
the date, time and place of hearing to appoint three commissioners to appraise the property. At
lease 10 days notice is required.
Engineering Fees -0-
Legal Fees $100.00
Court Costs -0-
6. Selection of Three Commissioners: Three freeholders of the county are selected by the
court and an order is given them to appraise the land They cannot be interested in the litigation,
need not be professional appraisers, and are paid a statutory fee. Nominations can be received
from the government and landowner. An order signed by the court. Oath is signed.
Engineering Fees -0-
Legal Fees $150.00
Court Costs -0-
Commissioners Fees $4,500.00 (Tulsa County average $1,500.00 each)
7. Report of Commissioners No time limit is specified. The report of the three
commissioners appointed by the court is signed by them and shows a sum of money they establish
as the market value of the property. If requested, courts will order a breakdown of values for
various interest. Filing of the report in the clerk's office occurs.
Engineering Fees -0-
Legal Fees $150.00
Court Costs -0-
8. Exceptions - Commissioners' Report There is a 30 -dav time limit from the filing date in
clerk's office. Objections may be filed by government and landowner. Objections may be
jurisdictional or nonjurisdictional. Usual objections relate to valuation of property by
commissioners and /or judicial questions of whether land is being taken for public or private
purpose. Objections to the Report of Commissioners may be extended by court under certain
circumstances.
Engineering Fees -0-
Legal Fees -0-
Court Costs -0-
9. Jury Trial - Demand: There is a 60 day time limit from the filing date of the Report of
Commissioners in the county clerk's office, unless extended under certain circumstances, by the
court. Jurisdictionally this cannot be waived by court. It may be withdrawn at any time before
trial. If a jury trial is demanded by one party and not the other, but withdrawn before trial, neither
party has a right to trial to assess damages. The only purpose for ajury trial in condemnation
proceedings is to ascertain the correct amount of damages to the land taken.
Engineering Fees -0-
Legal Fees $50.00
Court Costs 550.00
10: Evidentiary Hearimas Upon request of either side, trial court will grant evidentiary
hearings prior to jury trial to decide, among other things, if the purpose of the taking is for a
public purpose as required by law. Inquiry into the validity of the taking as well as the merits of
objections made to the Report of Commissioners is proper and common. Evidentiary hearings,
however, are a matter of discretion with the trial court
Engineering Fees unknown
Legal Fees unknown
Court Costs -0-
1 I. Money Deposit: The condemnor may, if it wishes, or refuse to do so if it does not
desire, deposit the award made and set forth in the Report of Commissioners as the fair market
value of the land involved and title will transfer to the government agency which has deposited
these funds. Possession of the land is immediate in the government agencv. The total award
showed in the Report of Commissioners must be deposited, including poundage fees.
Engineering Fees -0-
Legal Fees S100,00
Court Costs -0-
12. Pre -Trial Conference: The pre -trial conference in a condemnation proceeding is the
same as in a "civil' proceeding and follows the same rules of procedure Request should be made
for a pre -trial conference in any condemnation case in order to ascertain the number of expert and
non -expert witnesses that will be allowed by the trial court to be presented at trial. A limitation of
appraisal witnesses is normal in Oklahoma courts. Names of witnesses, maps, exhibits and other
evidence relating to the use for which the property is taken should be obtained.
Engineering Fees 0-
Legal Fees S500.00
Court Costs -0-
13. Jury Trial: Special proceeding to "assess damages." Conducted as a "civil" suit.
General rules of evidence apply. Jury trial cannot be waived for purposes of allowing court to
assess damages. Landowner has burden of proof. Landowner is entitled to open and close the
case. Landowner is entitled to open and close at time of final argument.
Engineering Fees -0- if City Engineers is witness: $75 00 to
S 100.00 per hour if consultant is used.
Legal Fees S-2.500.00
Expert Witness Fees S4,000.00
Court Costs -0-
14. Judgment: The judgment upon the jury verdict will be for the defendant landowner.
Judgment should state that payment of damage award granted byjury transfers possession and
title of property to government agency. Landowner's objections to entry of judgment maybe
made in the same manner as in "civil' proceedings.
Engineering Fees -0-
Legal Fees 5250.00
Court Costs -0-
15. Post -Trial Motions: Post -trial motions customary to "civil" proceedings may be used
in condemnation cases including motions forjudgment notwithstanding the verdict, motions for
new trial and special motions relating the facts and circumstances of the case. Objections to form
a verdict or judgment may be made as in other cases. Judgment must be filed in the office of the
court clerk. Judgment should be filed in the office of the county clerk where land is located.
Engineering Fees -0-
Legal Fees -0- to $1,000.00 dependent on issues
presented
Court Costs -0-
16. Payment of Award to Landowner If the judgment does not contain an order directing
the court clerk to pay the award made by the jury and confirmed in the judgment by the court, a
separate order may be used for this purpose. (Ifjury trial is not had, customary practice involves
preparation of separate order signed by the trial court directing the court clerk to pay funds
immediately to landowner, granting possession of land upon payment of money to government
agency.)
Engineering Fees -0-
Legal Fees $100.00
Court Costs 1% of award as poundage
17. Motions for New Trial Motion for new trial is not mandatory . Rules relating to
appeals in civil cases under Supreme Court Hiles applicable. If filed, motion for new trial must be
tiled ten (10) days from date of jury verdict.
Engineering Fees -0-
Legal Fees -0- to $1,000.00 dependent on issues
presented
Court Costs -0-
18. Appeals - Judicial Question Special procedure applies under appellate rules of
Oklahoma Supreme Court. Discretion with trial court. Motion to certify appeal must be filed and
ruled upon by trial court within ten (10) days after order entered by trial court declaring the
property is being taken for "public purpose.° If allowed, transcript of proceedings must be
forwarded to the Supreme Court, in regular order, and jury trial held in abeyance, pending
decision of Supreme Court on appeal
Engineering Fees -0-
Legal Fees $1,000.00 to $2,500.00 dependent upon
issues presented and complexity of same
Transcript Costs $1,200.00
Court Costs $180.00
19. Appeals from Jury Verdict Appeals from the jury verdict for the reason that the
assessment of damages was either too high or too low are taken in the manner specified by the
rules of the Oklahoma Supreme Court as in other cases. No special rules apply for condemnation
cases.
Engineering Fees -0-
Legal Fees 51,000.00 to $2,500 00 dependent upon
issues presented and complexity of same
Transcript Costs S1,200,00
Court Costs S180,00
The foregoing are the events that one may see in a condemnation proceeding. Not all will
occur in every condemnation case. As may as 15 of the events outlined w ill occur in the "typical'
condemnation suit. An extensive amount of preparation must be done by attorneys for the
condemnor and the condemnee in order to convey jurisdiction upon a court.
NOTE
1) The foregoing fees are estimates based upon condemnation experience predominately in
Tulsa County District Court, State of Oklahoma Such may vary dependent upon the complexity
of the pre -trial procedures both in terms of time expenditure as well as issues presented. Also,
omitted from the estimates is any allocation for pre -trial discovery of fact and expert witness
deposition as well as document discovery This could easily approximate 53,000.00
2) It should also be noted that if the landowner recovers more than ten percent (10 %)
above the Commissioners award, then, in such event, the landowner from the government agency
will recover his legal fees, engineering fees and expert witness fees expended or incurred.
2780- 321.ocl
MEMORANDUM
TO: THE HONORABLE CHAIR AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: RODNEY J RAY
OEDA MANAGER
SUBJECT: 1997 GREATER TULSA HOME AND GARDEN SHOW
DATE: February 11, 1997
HISTORY OF INVOLVEMENT:
Since 1994, the Owasso booth at the Greater Tulsa Home and Garden Show has been a
combined cooperative effort of the Owasso Chapter of the Builders Association, the Owasso
Chamber of Commerce, the Owasso Economic Development Authority, and the City of Owasso.
Each of these groups provided representatives on the committee, as well as funds and /or in -kind
labor and booth assistance. The 1994 and 1995 booths were presented awards from the Builders
Association of Metropolitan Tulsa for the Most Effective Display Promoting the Housing
Industry.
1997 BOOTH:
This team concept is being utilized once again for the 1997 ow. The Owasso Home and
Garden Show Committee is comprised of representatn�eyfrom the Chamber of Commerce,
Builders Association, Developers Council Owasso Realt d the City of Owasso. Funds for
the booth have been committed by the Chamber, Developers Council, Builders Association, and
These funds are required for booth space rental, walls, carpet, and other incidentals
for the booth. The City is providing materials and labor for the construction of the structure that
will be the central focus of the booth.
The Greater Tuls me-and—Garden Show will be held at the IPE Building March 13 -16.
wasso's booth space is 10' x ', and will be constructed as an art gallery featuring photos of
scenes in Owasso and generally promoting the community. The committee has chosen the
theme: "Owasso - Oklahoma's Premier Hometown ". Volunteers to work in the booth during
the Show will come from all of the groups involved in the construction of the booth, with an
emphasizes placed on the promotion of Owasso as a great place to live and raise a family.
80,000 to 100,000 people are expected to attend the Show.
HOME AND GARDEN SHOW
FEBRUARY 11, 1997
PAGE 2
OEDA PAST ACTION:
On July 11, 1996, the OEDA discussed its involvement with the 1997 Home and Garden Show
Consortium during a regularly scheduled meeting. The discussion resulted in no action being
taken regarding the OEDA's participation (see attached minutes). Chairman Anderson has been
approached with questions relating to OEDA participation and has requested that this item be
placed on the agenda for Trustee consideration and action.
RECOMMENDATION:
Because the scope of the Owasso presentation relies on the Home and Garden Show's
Consortium knowing whether or not the OEDA will contribute resources to the effort, the staff
recommends that the Trustees take a definitive action on the question so an answer can be given
to the group planning the event.
ATTACHMENT:
Minutes from July 11, 1996 OEDA Meeting
Owasso Economic Development Authority
July 11, 1996
Page No. 4
ITEM 7: PRESENTATION OF FINANCIAL REPORT
Ms. Bishop presented the report.
ITEM 8: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A
REQUEST FOR THE OEDA TO CONTRIBUTE FUNDS FOR THE
OWASSO BOOTH AT THE 1997 TULSA HOME & GARDEN SHOW.
There was lengthy discussion concerning the 1997 Home and Garden Show and the extent of
OEDA participation. No action was taken on this item.
ITEM 9: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A
REQUEST FROM PRECISION COMPONENTS FOR TRUSTEE
APPROVAL OF A WAIVER AND CONSENT IN REGARDS TO THE
PURCHASE OF ONE KITAMURA HORIZONTAL MACHINING CENTER
FROM AT &T CAPITAL LEASING SERVICES INC
Ms. Henderson reported that a second Waiver and Consent Form for the purchase of the
Kitamura Horizontal Machining Center by Precision Components needs to be signed. Ms.
Lawrence moved we have the Waiver and Consent Form signed, seconded by Mr. Ramey. A
vote on the motion was recorded as follows:
Tom Kimball - Yes
Bill Retherford - Yes
Gary Akin - Yes
Alan Anderson - Yes
Brenda Lawrence - Yes
Joe Ramey - Yes
Motion carried 6 -0.
ITEM 10: - UPDATE ON OKLAHOMA NATURAL GAS
Ms. Henderson reported that all bids for the construction of the ONG Work Center and the
Infrastructure are due Tuesday, August 20, 1996.
ITEM 11: UPDATE ON LAGOON FILL PROJECT
Mr. Carr presented the update report.
ITEM 12. DISCUSSION OF PROGRESS ON OEDA STRATEGY