HomeMy WebLinkAbout2014.09.11_OEDA AgendaPUBLIC NOTICE OF THE MEETING OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
TYPE OF MEETING: Regular
DATE: September 11, 2014
TIME: 10:00 a.m.
PLACE: Owasso City Hall, Lower Level Conference Room
111 N. Main
Owasso, Oklahoma
Notice and agenda filed in the office of the City Clerk and posted on the City Hall bulletin board
at 5:00 PM an Tuesday, September 9, 2014.Q
Chelsea M.E. Levo, Economic Development Director
AGENDA
1. Call: to Order
Dr. Thomas, Chairman
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. Approval of minutes of the August 14, 2014 regular meeting
Attachment
B. Approval of claims
Attachment
C. Acceptance of the monthly financial reports
Attachment
3. Consideration and appropriate action relating to items removed from the Consent Agenda
4. Report from OEDA Director
Ms. Levo
Attachment
* Business Development Report
* Monthly Building Report
* Public Works Project Status Report
* Monthly Sales Tax Report
5. Consideration and appropriate action relating to a request for an executive session for the
purpose of discussing an economic development proposal to entice a business to locate
in the Owasso area; such request pursuant to title 25 O.S. § 307(C)(10)
OEDA
September 11, 2014
Page 2
6. Report from OEDA Manager
Mr. Lehr
7. Report from OEDA Trustees
B. New Business (New Business is any item of business which could not have been foreseen
at the time of posting of the agenda.)
9. Adjournment
MEETING OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
MINUTES OF MEETING
Thursday, August 14, 2014
The Owasso Economic Development Authority met in regular session on Thursday, August 14,
2014 in the Lower Level Conference Room at City Hall per the Notice of Public Meeting and
Agenda posted on the City Hall bulletin board at 5:00 PM on Tuesday, August 12, 2014.
ITEM 1: CALL TO ORDER & ROLL CALL
Dr. Thomas called the meeting to order at 10:00 AM.
PRESENT ABSENT
Dirk Thomas, Chairman None
Dee Sokolosky, Vice Chairman
Gary Akin, Secretary
Jeri Moberly, Trustee
David Charney, Trustee
Frank Enzbrenner, Trustee
Bryan Spriggs, Trustee
A quorum was declared present.
ITEM 2: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST FOR TRUSTEE
APPROVAL OF THE OEDA CONSENT AGENDA
A. Approval of minutes of the July 10, 2014 Regular Meeting
B. Approval of claims
C. Acceptance of the monthly financial report
Following discussion, Dr. Spriggs moved to approve the consent agenda, seconded
by Ms. Moberly.
AYE: Thomas, Sokolosky, Akin, Charney, Enzbrenner, Moberly, Spriggs
NAY: None
ABSTAIN: None Motion carried 7 -0.
ITEM 3: CONSIDERATION AND APPROPRIATE ACTION RELATING TO ITEMS REMOVED FROM THE
CONSENT AGENDA
No action required
ITEM 4: REPORT FROM OEDA DIRECTOR
Chelsea Levo provided a business development report; Earl Farris presented the
Public Works project status update; Bronce Stephenson presented the Monthly
Building Report for July; and Linda Jones presented the sales tax monthly report.
Discussion was held.
ITEM 5: REPORT FROM OEDA MANAGER
Warren Lehr commented on discussions with the railroad to move their switching
station off of E 76th Street North to another location outside of Owasso.
August 14, 2014
ITEM 6: REPORT FROM OEDA TRUSTEES
No Report
ITEM 7: NEW BUSINESS
None
ITEM 8: ADJOURNMENT
Mr. Charney moved to adjourn the meeting, seconded by Ms. Moberly.
AYE: Thomas, Sokolosky, Akin, Charney, Enzbrenner, Moberly, Spriggs
NAY: None
ABSTAIN: None Motion carried 7 -0.
At 10:55 AM, the meeting adjourned.
Juliann M. Stevens, Minute Clerk
-2-
A
w000 The City 'Wit out Limits.
TO: THE HONORABLE CHAIRMAN AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: CHELSEA M.E. LEVO
ECONOMIC DEVELOPMENT DIRECTOR
SUBJECT: CLAIMS, OEDA
DATE: September 11, 2014
No claims for August 2014.
Owasso Economic Development Authority
Statement of Revenues, Expenses and Changes in Fund Net Assets
For the Month Ending August 31, 2014
Operating Revenues
Operating Expenses:
Materials & supplies
Services & other charges
Capital outlay
Total Operating Expenses
Operating Income (Loss)
Non - Operating Revenues (Expenses):
Investment income
Promissory note revenue
RAN debt service & other costs
Transfer from Hotel Tax Fund
Total non - operating revenues (expenses)
Net income (loss) before contributions and
transfers
Transfer to general fund
Change in net assets
Total net assets - beginning
Total net assets - ending
MTD
YTD
Budget
$0.00
$0.00
$0.00
0.00
0.00
0.00
0.00
0.00
5,000.00
0.00
0.00
0.00
0.00
0.00
5,000-00
(5,000.00)
0.00
0.00
0.70
1.39
8.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.70
1.39
$8.00
0.70
1.39
(4,992.00)
0.00
0.00
0.00
0.70
(4,992.00)
1.39
9,062.66
9,054.51
$9,064.05
$4,062.51
A
w000 The City 'Wit out Limits.
TO: THE HONORABLE CHAIR AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: CHELSEA M.E. LEVO
DIRECTOR OF ECONOMIC DEVELOPMENT
SUBJECT: DIRECTOR'S REPORT
DATE: September 11, 2014
NEW BUSINESS DEVELOPMENT
• The Super 8 Hotel, 76th Street N. opened last week. The new hotel has 50 rooms.
• Baskins Robbins continues to work hard to open on 86th Street in the former Freckles
location this month. This project is slow and steady but hopes to open this month.
• Construction on Whataburger is progressing quickly and Hideaway Pizza construction is
moving along; Sprouts has also started working on their site in the Willis Farms Commercial
Development area (Sam's).
• Staff has met with two new retailers in pre - development meetings in the last month. Both
request privacy until further notice for announcement.
• The Gathering on Main celebrated their one -year anniversary this month bringing in more
vendors and food trucks than ever. The event received a total of 110 vendors and 25
food trucks. The attraction has sparked conversations of Main Street revitalization and
business investment. City staff continues to promote and support the event as well as
work toward Main Street improvements.
BUSINESS RETENTION & EXPANSION (BR&E)
Whirlpool hosted a tour and ribbon cutting of a new product line last month on August 26
for Congressman Jim Bridenstine and area economic development officials. The City of
Owasso issued a letter of support last November for Whirlpool's application for the
Economic Development Pooled Financing they received to open this new product line.
The new addition will add 150 jobs to Whirlpool's existing 850 employee base.
Staff was informed by Allen Brooks with the Public Finance Law Group, PLLC that GE
Capital has reported Precision Aerospace has not moved forward with the purchase of
equipment through Industrial Development Revenue Bonds. Staff plans to meet with
Precision Aerospace this month.
REGIONAL DEVELOPMENT
Last month, the Tulsa Regional Chamber released Phase 2 from the strategic planning
session for Tulsa's Future III. The session reviewed target businesses in the image below for
the area. They also released findings from Phase 1 planning sessions (separate
attachment) .
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11111111111;
• At a Chamber news conference December 17, Oklahoma Governor Mary Fallin and
regional officials announced that national retailer Macy's has chosen northeast
Oklahoma as home for its newest order fulfillment center. The company will hire 1,500
full -time and part -time employees. The company also plans to annually employ 1,000
temporary seasonal associates during the busy holiday season. The jobs announcement
is the largest in nearly 10 years for the Tulsa region. An impact study conducted by the
Tulsa Regional Chamber offers positive information:
Over the next ten years, the Macy's northeast Oklahoma order - fulfillment center
will:
• generate an estimated economic impact of $800 million in the value of
goods and services produced;
• support the earning of $534 million in wages and salaries; and
• support the collection of $15.8 million in city and county sales and
property taxes.
The size of the new Macy's workforce and facility and a cost of doing business
that is 17 percent below the U.S. average will set the pace for Tulsa as a target for
similar expansions as Tulsa's economy continues its steady growth.
WORKFORCE DEVELOPMENT
Kathy Rutherford, TOP Rams and Mock Trial instructor for the Owasso High School and I
have been working together to connect students with businesses for mentoring,
internships, job shadowing and training opportunities. Kathy has 150 students currently in
the TOP Rams program.
We will be meeting soon with Stephanie Cameron, program director for Dream It. Do It.
which connects industry with students. We are also organizing a tour of the Port of
Catoosa for students. The Broken Arrow Economic Development Council and Broken
Arrow Public Schools have a successful program which we will be learning more about
and borrowing some ideas and concepts. We will also be connecting students with
various companies in the Tulsa Region for mentoring, job shadowing and internships.
ECONOMIC DEVELOPMENT INDUSTRY NEWS
Business Industry Magazine addressed the well -known and much concerned talent
shortage crisis in an article last month. It highlighted a growing unemployment rate for
college graduates, the skills gap and the growing "silver tsunami" - retiring Baby
Boomers. The author, John Paul Williams, director of Industry Solutions for Polycom offers
the following solutions:
• Cast a wider net to gain access to new talent streams, tapping sourcing
agencies, academia, technical institutes, and other sources.
• Develop a role -based career progression model and share it with your workers.
• Leverage company and industry specific knowledge; enable your best thinkers
who understand your company's unique environment, business processes, and
competitive advantage to train others.
• Provide workers with exciting opportunities to lead R &D initiatives and test and
implement new technologies and processes. Provide a safe environment for
failure often this is when the greatest insights are gained. The next attempts will be
far more effective.
• Create virtual networks and resources workers can harness at a moment's notice
to help them chart their course and learn from others.
• Provide on- the -job coaching and mentoring to bridge gaps and empower
employees.
• Use collaborative technologies to lure thought leaders to your company, while
respecting their desire to live and work elsewhere.
• Think glocal, leveraging the power of your global brand to recruit and retain staff,
but also tailoring the work environment and experience to local needs and
values.
• Build external relationships with suppliers, business executives, education partners,
local government officials, and other business leaders who can push for change.
• Create a workforce management strategy that maps to business objectives and
establish governance and metrics to measure progress.
To read the full article, visit http://www.industryweek.com /recruiting- retention/how-
manufacturing- can - solve- its - own - talent- shortage - crisis ?page = I
OKPolicy.org reported in the September 4 edition of "In the Know ":
o Gross revenue collections for August were up 7.5 percent from a year ago,
according to a report released Wednesday by State Treasurer Ken Miller's office.
"Oklahoma's economy continues to climb up the expansion side of the business
cycle," Miller said. "Our people are earning and spending more as reflected by
steady growth in income tax and sales tax receipts." Gross collections for August
brought in $898.44 million up $64.2 million.
TULSA'S FUTURE III
PHASE 2: TARGET BUSINESS REVIE
Submitted by Market Street Services Inc.
www.marketstreetservices.com
August 2014
tolsa "s.,,,o� uture
Phase l:.Fa get BUsirress Review
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jp 9n t
The first phase of Tulsa's Future III process was a Competitive Dashboard, a high -level assessment of Tulsa
region and nine U.S. metropolitan areas with which it competes with forjobs and talent. The Tulsa region
was benchmarked against Dallas, Indianapolis, Kansas City, Little Rock, Louisville, Oklahoma City, Omaha,
Shreveport, and Wichita.
The Competitive Dashboard identified key strengths, weaknesses, and opportunities of the Tulsa region in
five key areas: economic performance, workforce competitiveness, innovation and entrepreneurship,
business environment, and quality of life. The quantitative data was combined with input from stakeholders
in the region who identified opportunities, challenges, and priorities for the region.
Key themes, pertinent to the targets sectors outlined in the Target Business analysis are highlighted.
• Tulsa's economic performance over the last year five years has been middle of the pack relative to
competitor metros. Over the last five years, Tulsa's regional economy shrank by -2.7 percent, the
third worst performing metropolitan area among the regions examined.
• Oklahoma metropolitan areas lead in average annual wage growth. The Tulsa region's annual
average wages grew by 15.2 percent, the second fastest growth of ten metropolitan areas.
Oklahoma City, whose annual average wages grew by 17.8 percent, was the only region to
outperform Tulsa.
• The announcements involving Macy's and Verizon's location into the area were frequently cited as
big wins for the region. On average, local residents responding to the online survey rated the
regional economic condition as better or much better since the great recession.
• Compared to nine competitor benchmark regions, Tulsa's adult population with a bachelor's
degree or higher lags behind almost every other benchmark metropolitan area. In 2012, only 26.2
percent of Tulsa's population held a bachelor's degree or more, the ninth lowest of the 10 metros.
However, the Tulsa region excels in the share of adults with an associate's degree, ranking first
among all other benchmark communities.
• Business leaders and economic development professionals repeatedly cited workforce supply as
one of the biggest challenges facing Tulsa's long -term growth. Ranging from aerospace and
aviation leaders who cannot find skilled engineers to manufacturing executives who felt they cannot
fill positions with workers who possess adequate soft skills and technical skills, workforce availability
concerns were widely expressed in public input.
• Further exacerbating talent availability concerns are the region's limited access to quality public
K -12 education and uncertainty over public school funding. Secondary and post- secondary
stakeholders expressed concern over the capacity to retain quality teachers who often leave for
schools in nearby states due to their higher earnings potential.
RKET
Page:3 August 201.4
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Phase 2�TargetBusiness Review
* Entrepreneurs and local business |aadan expressed excitement around the growth of the
entrepreneurial ecosystem in Tulsa. The Forge, I Million [ups, Fab Lab Tulsa, and i2E are examples
of the new entrepreneurial movement developing in the Tulsa region.
* Utility costs are the lowest of all benchmark metropolitan areas, with the exception of the
Oklahoma who enjoys the same low utility rates. Utility costs can be prime consideration for
relocation and expansion decisions among power intensive business sectors such as manufacturing,
energy, and aerospace and aviation.
° Regional industrial space is more expensive than many of Tulsa's benchmark competitors. Lower
vacancy rates elevated costs for industrial space within the Tulsa region. It was the 8m most
expensive of its ten benchmark areas
• Local stakeholders expressed concern that the passenger air options offered by Tulsa
International Airport limit access to other markets and the region's capacity to 6hnQ in more
talent. Air departures at the Tulsa International Airport ranked 75^^ out of 798 U.S. airports.
• Community input participations spoke with great optimism around the quality of life
improvements occurring in Downtown Tulsa and region. Key quality of life assets include: Brady
Arts District K4ayfest, First Fridays, downtowns around the region, and The Gathering Place.
P",J T HE TNU SA Some specific key findings from the Competitive Dashboard illustrate the direction, growth, and challenges
among the region's small, startup, and young firms:
• Self-employed workers account for 66 percent of Tulsa's workforce (the second highest of all
metros).
• Small firms (fewer than ten employees) gnsm employment by 19.4 percent (fifth highest of all
metros).
• Firms under four years old capture 8.1 percent of the region's entire workforce (third highest of all
metros).
Additional data from the Edward Lowe Foundation'sYourEconomy.org tool provides more insights into
what type of startups and young firms gained the most traction over a five-year period:
* Expansion startups (establishments with their own DUNS number' that were spun off byan existing
businesses) increased by 311 or an average annual rate of07.2 percent between 2008 and 2012.
`A oumS number is provided by mm m Bradstreet weach business moutemu with the U.S. federal government for contracts m grants. The
DUNS number is a unique nine digit identification number for each physical location of a business.
Page 4, August 201.4
tolsa "s.,,,o� uture
Phase 2:.Fa get BUsirress Review
Expansion startups created 2,802 jobs, or an average annual rate of 20.7 percent over the five -
year period.
• New startup activity declined in the same five -year period. New startups (establishments with a new
DUNS number that have no prior affiliation with any existing business) declined by 1,461
establishments, or an annual rate of -4.0 percent between 2008 and 2012.
0 New startups added 17,863 jobs locally, an average annual rate of 24.6 percent.
At the target sector level, entrepreneurial dynamics will be discussed in this Target Business Review. The
strategic implications of small firm growth — especially the high growth rate of existing startups in the
region —will be leveraged in the upcoming Tulsa's Future III Strategy.
RKET
Page 15 August 201.4
RESIDENTIAL SINGLE FAMILY NEW CONSTRUCTION MONTH END REPORT AUGUST 2014
Month 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
1 January
31
22
13
25
15
17
18
19
15
22
2 February
52
41
14
19
23
29
17
15
26
21
3 March
65
50
25
35
30
46
14
27
27
31
4 April
63
52
30
31
36
31
19
26
26
36
5 May
43
36
60
23
27
30
20
23
19
17
6 June
42
29
27
21
34
23
19
24
19
12
7 July
27
12
23
24
28
17
20
15
27
23
8 August
45
28
27
18
28
19
12
15
18
19
9 September
35
12
17
40
20
11
12
12
28
10 October
30
25
31
15
36
13
10
21
15
11 November
32
13
26
10
13
1
8
11
7
12 December
53
16
8
6
13
9
10
16
11
Totals
518
336
301
267
303
246
179
224
238
181
YTD
323
242
192
178
193
193
127
149
159
162
45,OOC' nnn
30,OOC
15,OOC
TOTAL NEW CONSTRUCTION DOLLARS FOR EACH YEAR
CITY OF OWASSO
RESIDENTIAL LOT INVENTORY STATUS
August 29, 2014
SUBDIVISION
Burberry Place (6/09)
Camelot Estates (4/07)
Carrington Pointe 1 (1/11)
Champions East (05/08)
Champions West (5/08)
Country Estates 111 (3/99)
Country Estates VI (11/03)
Crescent Ridge (02/08)
Fairways V (8/99)
Fairways VI (12/00)
Falls at Garrett Creek (12/05)
Falls at Garrett Creek Amended (12/05)
Honey Creek (4/02)
Keys Landing (3/08)
Lake Valley IV (5/10)
Lake Valley V (9/30)
Lakes at Bailey Ranch (10/07)
Maple Glen (12/08)
Maple Glen 11 (1/11)
Maple Glen 111 (5/13)
Maple Glen IV (6/2/14)
Nottingham Estates IV (8/01)
Nottingham Estates V (3/01)
Nottingham Hill (6/09)
Park Place at Preston Lakes
Preston Lakes (12/00)
Preston Lakes 111 (10/04)
Remington Park 11 (11/04)
Sawgrass Park 11 (04/05)
The Summit at Southern Links (6/97)
Watercolours (12/02)
TOTALS
# OF LOTS
89
139
171
66
45
61
37
101
71
42
85
24
202
131
114
78
235
98
93
43
92
20
44
58
93
272
147
84
96
31
40
2902
# DEVELOPED
87
101
149
8
17
58
36
93
66
41
84
23
198
113
112
58
232
95
88
38
15
17
43
13
39
243
144
82
94
26
31
2444
# AVAILABLE
2
38
22
58
28
3
1
8
5
1
1
1
4
18
2
20
3
3
5
5
77
3
1
45
54
29
3
2
2
5
9
458
Watercolours (12/02)
The Summit at Southern Links (6/97)
Sawgrass Park II (04/05)
Remington Park II (11/04)
Preston Lakes III (10/04)
Preston Lakes (12/00)
Park Place at Preston Lakes
Nottingham Hill (6/09)
Nottingham Estates V (3/01)
Nottingham Estates IV (8/01)
Maple Glen IV (6/2/14)
Maple Glen III (5/13)
Maple Glen II (1/11)
Maple Glen (12/08)
Lakes at Bailey Ranch (10/07)
Lake Valley V (9/30)
Lake Valley IV (5/10)
Keys Landing (3/08)
Honey Creek (4/02)
Falls at Garrett Creek Amended (12/05)
Falls at Garrett Creek (12/05)
Fairways VI (12/00)
Fairways V (8/99)
Crescent Ridge (02/08)
Country Estates VI (11/03)
Country Estates III (3/99)
Champions West (5/08)
Champions East (05/08)
Carrington Pointe 1 (1/11)
Camelot Estates (4/07)
Burberry Place (6/09)
CITY OF OWASSO
0 50 100 150 200 250 300
■Lots Developed OTotal Lots
COMMERCIAL NEW CONSTRUCTION MONTH END REPORT AUGUST 2014
Month
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
1 January
1
2
9
4
4
1
1
3
1
1
1
2 February
5
5
0
3
2
0
1
1
1
1
0
3 March
2
1
14
2
0
1
3
0
0
0
1
4 April
3
4
1
0
4
1
1
1
0
1
0
5 May
1
3
2
1
1
2
1
2
1
0
0
6 June
4
3
4
1
1
2
0
0
2
1
2
7 July
0
0
0
0
1
0
0
0
0
1
0
8 August
3
1
7
3
1
0
0
2
2
0
0
9 September
1
2
1
28
3
0
0
0
0
0
10 October
0
1
3
4
1
0
0
1
0
4
11 November
3
0
1
1
1
2
2
1
0
1
12 December
0
1
1
1
1
0
1
0
0
1
O q is
23
23
43
48
20
9
10
11
7
11
4
YTD
16
18
30
11
13
7
7
7
5
5
4
AUGUST YEAR -TO -DATE COUNT
2010 2011 2012 2013 2014
7 7 5 5 4
AUGUST YEAR -TO -DATE DOLLARS
10,000,000
8,000,000
6,000,000
4,000,000
2,000,000
0
2010 2011 2012
1AUGUST 2,120,,347 3,705,616 9,296,000
MM MM
2013 2014
4,572,850 4,585,000
OCCUPANCY PERMITS
NAME ADDRESS
AUGUST 2014
7/7/2014
Super 8 Hotel
11604 E 76 St N
JULY 2014
Yes
Heartland Dental
13101 E 96 St N
Bricktown Brewery
11909 E 96 St N
JUNE 2014
Yes
Bite Perfect
12810 E 101 PI N #102
Ichiban Steak House
9500 N 129 E Ave #100
9inetyEight Apartments
12700 E 100 St N #1 -24
Tulsa Bone & Joint
12455 E 100 St N #120
Body by BJ
403 W 2 Ave #102
Ok Baptist Children's Home
12760 E 74 St N
MAY 2014
5/6/2014
Garrett Creek Wine & Spirits
11560 N 135 E Ave #110
RCB Bank
12200 E 96 St N
St. John Medical Office
12455 N 100 E Ave
APRIL 2014
10/14/2013
Discount Tire
13321 E 116 St N
Ledford Properties
425 E 22 St N
Owasso Auto Spa /Dog Wash
9800 N 119 E Ave
MARCH 2014
Yes
Lindo Veracruz
301 W 12 St
FEBRUARY 2014
Gramma's Attic
11211 N Garnett Rd
JANUARY 2014
Envi Spa
9455 N Owasso Exp #G
Raising Canes
13301 E 96 St N
Simply Nutrition
117B S Main St
St. Johns MOB 3rd Floor
12455 N 100 E Ave
Friendship Baptist Church
14100 E 86 St N
AAA Insurance
11519 N Garnett Rd
DECEMBER 2013
NOVEMBER 2013
OCTOBER 2013
APPLICATION OPENING COMPLETE
DATE DATE
2/26/2013 8/15/2014 Yes
11/12/2013
7/7/2014
Yes
5/29/2014
7/7/2014
Yes
4/13/2013
6/3/2014
Yes
3/19/2014
6/24/2014
Yes
2/26/2013
6/19/2014
Yes
3/5/2014
6/11/2014
Yes
4/22/2014
6/13/2014
Yes
6/20/2013
6/30/2014
Yes
4/15/2014
5/6/2014
Yes
10/22/2013
5/14/2014
Yes
1/27/2014
5/14/2014
Yes
10/14/2013
4/30/2014
Yes
1/15/2014
4/4/2014
Yes
2/21/2014
4/14/2014
Yes
2/25/2014 3/5/2014 Yes
2/24/2014 2/26/2014
10/22/2013
1/2/2014
7/8/2013
1/8/2014
1/9/2014
1/13/2014
9/30/2013
1/22/2014
9/11/2013
1/24/2014
9/16/2013
1/28/2014
Justice & Brothers
9018 N 121 E Ave #500
8/19/2013
10/2/2013
Mum's'N Bum's
104 W Broadway, Suite 4
10/1/2013
10/10/2013
Needful Things
12701 E 86 PI N
10/1/2013
10/15/2013
Sam's Club
12905 E 96 St N
9/7/2012
10/24/2013
Sixkillers Gaming House
7703 N Owasso Exp #109
10/31/2013
10/31/2013
SEPTEMBER 2013
Senior Suites 10098 N 123 E Ave 6/14/2012
Yes
Yes
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Yes
PERMITS APPLIED FOR IN AUGUST 2014
ADDRESS
BUILDER
ADD /ZONE
VALUE
A.S.F.
PERMIT#
DATE
15505 E 88 St N
Simmons Homes
PPPL /RS3
$ 153,285
2,787
14- 0801 -X
8/1/2014
14200 E 92 St N
Denham Homes
CE /RS3
$ 132,000
2,400
14- 0802 -X
8/1/2014
14313 E 91 St N
Denham Homes
CE /RS3
$ 132,000
2,400
14- 0803 -X
8/1/2014
15505 E 87 St N
Simmons Homes
PPPL /RS3
$ 153,285
2,787
14- 0804 -X
8/1/2014
11330 N Garnett Rd
Crown Neon Signs
HAII /CG
$ 2,700
30
14- 0805 -S
8/1/2014
12401 E 86 St N
Acura Neon
BOL /CS
$ 4,000
90
14- 0806 -S
8/1/2014
9551 N Owasso Exp #102
A -Max Signs
TPIV /CS
$ 5,000
40
14- 0807 -S
8/1/2014
8921 N 143 E Ave
Denny Construction
CE /RS3
$ 137,665
2,503
14- 0808 -X
8/5/2014
10917 N 121 E Ave
Capital Homes
MGIV /RS3
$ 153,395
2,789
14- 0809 -X
8/6/2014
9121 N 100 E Ave
American Heartland
FVV /RS3
$ 131,615
2,393
14- 0810 -X
8/6/2014
13518 E 93 St N
Atlantis Pools
NE /RS2
$ 35,000
800
14- 0811 -P
8/12/2014
14308 E 92 St N
Strategic Builders
CE /RS3
$ 176,000
3,200
14- 0812 -X
8/12/2014
14316 E 92 St N
Strategic Builders
CE /RS3
$ 151,200
2,750
14- 0813 -X
8/12/2014
14312 E 92 St N
Strategic Builders
CE /RS3
$ 140,250
2,550
14- 0814 -X
8/12/2014
9551 N Owasso Exp #102
ACT Construction
TD /CS
$ 225,000
1,713
14- 0815 -C
8/12/2014
11330 N Garnett Rd
Eric Cotton
HAII /CG
$ 20,000
2,000
14- 0816 -C
8/18/2014
15506 E 87 PI N
Simmons Homes
PPPL /RS3
$ 192,005
3,491
14- 0817 -X
8/21/2014
15511 E 88 St N
Simmons Homes
PPPL /RS3
$ 158,400
2,880
14- 0818 -X
8/21/2014
12014 E 109 St N
Capital Homes
MGIV /RS3
$ 149,270
2,714
14- 0819 -X
8/22/2014
11003 N 121 E Ave
Capital Homes
MGIV /RS3
$ 111,265
2,023
14- 0820 -X
8/22/2014
11120 N 145 E PI
Capital Homes
LVV /RS3
$ 111,265
2,023
14- 0821 -X
8/22/2014
14617 E 111 PI N
Capital Homes
LVV /RS3
$ 111,265
2,023
14- 0822 -X
8/22/2014
14505 E 112 St N
Capital Homes
LVV /RS3
$ 111,265
2,023
14- 0823 -X
8/22/2014
12106 E 70 St N
Denham Homes
KL /RS3
$ 132,000
2,400
14- 0824 -X
8/22/2014
11640 E 86 St N
Stay Green Inc.
3L /CS
$ 40,000
1,000
14- 0825 -C
8/26/2014
7509 E 83 PI N
Executive Homes
CARPI /RS3
$ 146,190
2,658
14- 0826 -X
8/27/2014
8500 N 129 E Ave
A -Max Signs
ECCCA /CS
$ 4,000
77
14- 0827 -S
8/27/2014
19 Single Family
$ 2,683,620
48,794 SgFt
3 Commercial Remodel
$ 285,000
4,713 SgFt
4 Signs
$ 15,700
237 SgFt
1 Pool
$ 35,000
800 SgFt
27 Total Building Permits
1 $ 3,019,320
54,544S
049 of Owasso- I.I.J. N. Mai.av St Owa-, .o, OK 74055
PROJECT STATUS REPORT
City of Owasso Public Works Department
August 29, 2014
• E. 106b Street North and Garnett Road Intersection Improvement Project
- Funding for the construction of this project is a result of a "matching grant "; 80%
ODOT funding and 20% City funding.
- ODOT awarded construction contract to Paragon Contractors in the amount of
$1,952,952.
- A Public Meeting was held on June 27, 2013, with representatives from PSA
Dewberry, ODOT and Paragon to review the intersection improvements and
provide a preview of the construction schedule. Construction began on July 8,
2013.
- Final completion of the project occured during the last week of August. Public
Work staff will be meeting with the contractor, Oklahoma Department of
Transportation and EST (inspectors of this project) to do a final punch list within
the next few weeks.
• E. 76th Street North Widening (from U.S. Hwyl 69 to N. 129th East Avenue)
- In October 2010, the City received notice that INCOG selected the project to
receive federal funding in the amount of $2,090,000 for engineering, right -of -way
and utility relocation costs. A 20% required match will be funded through the
City of Owasso's Capital Improvement Fund.
- In October 2011, the City received notice that INCOG selected the project to
receive federal funding in the amount of $3,470,000 for construction and
administration costs. A 20% required match will be funded through the City of
Owasso's Capital Improvement Fund.
- In February 2012, ODOT officials informed City staff of funds available in the
Federal Surface Transportation Fund for the planning phase of E. 76th Street North
Widening Project.
- In March, INCOG presented this project to its members for consideration to
receive funding in 2012 for the engineering design. Project was approved by the
Technical Advisory, Transportation Policy Committee, and INCOG Board of
Directors
- Engineering agreement for Poe & Associates, Inc. of Tulsa, Oklahoma and
funding agreement was approved at the May 7, 2013, Council Meeting.
- Preliminary plans (30% Design) have been delivered to the City of Owasso for
review. In addition, utility companies are working on their utility relocation plans
for the project.
- On February 13, 2014, City staff and Poe & Associates conducted a public
meeting. City staff and Poe & Associates presented to the citizens a conceptual
layout of the street improvements and received positive feedback from the
residents.
- Environmentalists are preparing Cultural Resources, Biological Resources,
Hazardous Waste and Noise Assessments for ODOT's review.
- The engineering design is approximately 60% complete. POE and Associates are
currently designing the final placement of utilities and working on the intersection
reconfiguration at N 127th E Ave.
• Ranch Creek Sanitary Sewer Improvements
- May 2012, City Council awarded an engineering agreement in the amount of
$175,000 to Kellogg Engineering Incorporated.
- As part of an OWRB requirement, a Public Hearing over the environmental
document was held June 13, 2013. Kellogg Engineering presented the
engineering drafts of the proposed interceptor alignment for review by meeting
attendees.
- In September 2013, Kellogg Engineering completed the engineering design.
- In October 2013, ODEQ approved engineering design and plans.
- On December 3, 2013, OPWA Trustees awarded a bid to Rosetta Construction,
LLC, in the amount of $2,864,543.
- As of today, Rosetta Construction has installed approximately 5,900 LF of 30"
sanitary sewer line. Progress has slowed as contractor has now encountered
limestone rock 14 ft thick. The project is approximately 49% complete with
completion scheduled to occur in January 2015.
• Garnett Widening (from E. 961 Street North to E. 106th Street North)
- In November 2012, Council approved an engineering agreement with Dewberry
in the amount of $345,600.
- A Public Meeting for the Garnett Widening project was held June 27, 2013 with
City staff and representatives from PSA Dewberry to receive citizen comments
regarding the design. In October 2013, INCOG presented this project to its
members for consideration to receive federal funding in FY 2017 for the
construction phase. Project was approved by the Technical Advisory and
Transportation Policy Committees.
- On November 12, 2013, the INCOG Board of Directors approved federal funds to
be allocated to this specific project in the year 2017 or sooner, if funding is
available. The City of Owasso will receive $3.2 million in federal funds.
- The engineering design is approximately 80% complete. Dewberry has started
meetings with utility companies to discuss final alignments. In addition, ROW
plans have been submitted to ODOT for review.
• Hale Acres Offsite Sanitary Sewer Line Improvements
- Sanitary sewer project is funded in the Wastewater Collection Operating Budget.
As a result of inadequate slope, the offsite Hale Acres gravity sewer line is need
of replacement. The estimated cost for such improvements is $270,000.
- The Permit to Construct has been received from ODEQ.
- Trustees awarded a construction contract to Triangle Construction in the amount
of $359,879.
- The contractor has mobilized and is in the process of putting erosion control
measures in place (construction entrance /silt fence) and has begun clearing the
site. Once cleared, the contractor will begin construction staking and begin
installation of the sewer line.
• FY 2013 -2014 Street Rehabilitation Proaram
- In August 2013, City Council approved the project priority list.
- Funding in the amount of $1 million is included in the FY 2013 -2014 Capital
Improvements Fund for this project.
- 80% of the crack sealing portion of this project is complete. The Contractor will
finish remaining areas, as weather permits.
Council awarded a construction contract to Tri -Star construction in the amount
of $827,296.
Tri -Star Construction has completed work on W. 7t" Street and has completed fog
sealing in Meadowcrest. The contractor has now mobilized on W 6t" Street. This is
the final street under the current contract and work is expected to be complete
within 2 weeks. Tulsa County will then provide asphalt services for the overlay
portion of the project. At this time we anticipate Tulsa County to begin work in
late September.
$2,500,000
$2,000,000
$1,500,000
$1,000,000
$500,000
$0
City of Owasso FY 2014-2015
Monthly Sales Tax Comparisons
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May J'ur
Year-to-Date Sales Tax Totals
$25,000,000
A
$20,000,000
$15,000,000
$10,000,000
Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
City of Owasso
Sales Tax Report
Budget to Actual Comparison
September 8, 2014
2014 -2015
2014 -2015
Actual Collections
Budget Projections
Over (Under) Projection
Amount
Percent
Amount
Percent
Amount
Percent
Jul $
1,865,193,66
8.4%
$ 1,870,945.01
8.4%
$ (5,751.35)
-0.3%
Aug
1,820,787.95
8.2%
1,817,102.12
82%
3,665.83
0.2%
Sep
1,832,861.33
8.3%
1,787,552.87
8.1%
45,308.46
2.5%
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Totals $
$ 43,242.94
0.8%
$ 5,475,600.00
24.7%
5,518,842.94
24.9%
City of Owasso
Sales Tax Report
Two Year Comparison
September 8, 2014
Fiscal 2014 -2015
Fiscal 2013 -2
Percent
Amount of Budget Amount
Jul $ 1,865,193.66 8.4% $ 1,704,984.63
Aug 1,820,787.95 8.2% 1,678,483.46
Sep 1,832,861.33 8.3% 1,617,952.06
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
014
Increase or (Decrease)
Percent
of Actual
Amount
Percent
8.1%
$ 160,209.03
9.4%
8.0%
142,304.49
8.5%
7.7%
214,909.27
113%
Totals $5,518,842.94 24.9% $5,001,420.15 23.8% $ 517,422.79 10.3%
Note: Fiscal Year 2015 Sales Tax Budget is $22.2 million; FY'14 actual was $21 million.
City of Owasso
Monthly Sales Tax Revenues
Last Five Fiscal Years
2014 -2015 2013.2014 2012 -2013 2011 -2012 2010 -2011 2009 -2010
Jul
$ 1,865,193.66
$ 1,704,984.63
$ 1,630,956.50
$ 1,521,672.39
$ 1,485,552.57
$ 1,523,296.22
Aug
1,820,787.95
1,678,48146
1,521,846.41
1,485,585.66
1,409,806.38
1,457,190.41
Sep
1,832,861.33
1,617,952.06
1,518,488.35
1,485,891.81
1,433,235.57
1,384,785.99
Oct
1,677,144.73
1, 560, 824.24
1, 517,700, $8
1,467, 321.34
1, 386, 073.05
Nov
1,612,339,06
1,447,595.59
1,420,986.61
1,362,551.29
1,222,181.35
Dec
1,748,98923
1,605,740.09
1,488,693.19
1,423,010.85
1,481,442.33
Jan
2,073,564.27
1,792,033.55
1,655,568.87
1,640,741.37
1,558,964.00
Feb
1,990,103.51
1,817,864.08
1,748,279.70
1,675,132.30
1,66€5,458.42
Mar
1,544,05821
1,500,013.52
1,405,820.76
1,327,302.74
1,283,250.04
Apr
1,696,815.27
1,499,708.03
1,454,786.62
1,310,850.43
1,288,894.21
May
1,813,882.69
1,629,482.38
1,610,10297
1,506,255.74
1,506,435.50
Jun
1,864,532.80
1,643,877.95
1,547,918.80
1,487,182.33
1,513,720.24
$ 5,518,842.94
$ 21,022,849.92
$ 19,168,430.69
$ 18,343,008.26
$ 17,528,942.91
$ 17,266,691.76
City of Owasso
Monthly Use Tax Revenues
Last Five Fiscal Years
2014 -2015 2013 -2014 2012 - 2013 2011 -2012 2010 -2011 2009 -2010
Jul
$ 50,297.74
$ 78,704.81
$ 33,564.91
$ 41,490.75
$ 42,547.09
$ 77,124.54
Aug
56,645.90
105,902.83
33,982.54
52,649.70
34,592.96
58,626.76
Sep
61,203.63
69,078.85
47,608.82
53,050.58
42,904.66
53,157.06
Oct
103,682.82
59,327.05
48,434.75
48,534.10
32,510.05
Nov
64,434.39
50,72223
43,503.50
42,275.99
37,032.82
Dec
86,423.76
48,320.10
52,051.50
40,466.31
35,727.86
Jan
57,183.06
60,594.21
47,738.06
52,885,66
47,548.94
Feb
75,453.77
78,302.28
55,670.54
54,867.98
45,714.97
Mar
50,120.99
57,199.16
44,139.56
39,200.77
30,888.31
Apr
55,506.56
30,576.98
29,496.59
45,286.77
50,504.67
May
63,673.80
51,093.50
55,835.13
44,615.83
53,407.77
Jun
42,884.09
75,138.73
41,989.03
33,512.24
57,883.91
$168,147.27
$ 853,049.73
$626,430.51
$566,049.69
$ 521,690.36
$ 580,127.66