HomeMy WebLinkAbout2012.10.11_OEDA AgendaPUBLIC NOTICE OF THE MEETING OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
TYPE OF MEETING: Regular
DATE: October 11, 2012
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 p.m. on Tuesday, October 9, 2012.
Chelsea M.E. Harkins, Economic evelopment Director
AGENDA
1. Call to Order
Mr. Charney, 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 September 13, 2012 Regular Meeting.
Attachment
B. Approval of claims.
Attachment
C. Acceptance of the monthly financial report.
Attachment
3. Discussion of proposed amendments to the Planned Unit Development section of the
Owasso Zoning Code.
Mr. Fritschen
Attachment
4. Consideration and appropriate action relating to a recommendation to the Owasso City
Council regarding the continued participation in the Tulsa Metro Chamber Tulsa's Future II
economic development program.
Ms. Harkins
Attachment
5. Discussion related to area sales tax comparisons.
Ms. Harkins
Attachment
OEDA
October 11, 2012
Page 2
6. Report from Economic Development Director
• Monthly Building Report
• Public Works Project Status Report
• Business Development Report
Ms. Harkins
Attachment
7. Report from OEDA Manager
Mr. Ray
S. 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
MEETING OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
MINUTES OF MEETING
Thursday, September 13, 2012
The Owasso Economic Development Authority met in regular session on Thursday, September 13,
2012 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, September 11, 2012.
ITEM 1: CALL TO ORDER & ROLL CALL
Chairman Charney called the meeting to order at 10:02 AM.
PRESENT
David Charney, Chairman
Gary Akin, Secretary
Bryan Spriggs, Trustee
Dee Sokolosky, Trustee
Dirk Thomas, Trustee
Jeri Moberly, Trustee
A quorum was declared present.
ABSENT
Frank Enzbrenner, Vice Chairman
ITEM 2: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST FOR TRUSTEE
APPROVAL OF THE OEDA CONSENT AGENDA
A. Approval of minutes of the August 9, 2012 Regular Meeting
B. Approval of claims
C. Acceptance of the monthly financial report
Mr. Spriggs moved to approve the consent agenda, seconded by Dr. Thomas.
AYE: Spriggs, Charney, Akin, Sokolosky, Thomas, Moberly
NAY: None
ABSTAIN:
Motion carried 6 -0.
ITEM 3: DISCUSSION OF PROPOSED AMENDMENTS TO THE PLANNED UNIT DEVELOPMENT
SECTION OF THE OWASSO ZONING CODE
Mr. Fritschen presented proposed amendments to the Planned Unit Development
section of the Owasso Zoning Code. Discussion was held. Mr. Fritschen explained
that the proposal would be placed on the October 2012 OEDA agenda for further
discussion.
ITEM 4: REPORT FROM ECONOMIC DEVELOPMENT DIRECTOR
Ms. Harkins introduced Roger Stevens and Karl Fritschen to provide a monthly status
report of the Public Works and Community Development departments. Ms. Harkins
provided information related to various economic development activities.
September 13, 2012
ITEM 5: REPORT FROM OEDA MANAGER
Mr. Ray provided a financial update on the Strong Neighborhood Initiative. Mr. Ray
provided an update on Vision 2.
ITEM 9: REPORT FROM OEDA TRUSTEES
None.
ITEM 10: NEW BUSINESS
None.
ITEM 11: ADJOURNMENT
Dr. Thomas moved to adjourn the meeting, seconded by Ms. Moberly
AYE: Spriggs, Charney, Akin, Sokolosky, Thomas, Moberly
NAY: None
ABSTAIN:
Motion carried 6 -0.
At 11:10 AM, the meeting adjourned.
Juliann Stevens, Minute Clerk
0
The City Wit out Limits.
TO: THE HONORABLE CHAIRMAN AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: CHELSEA M.E. HARKINS
ECONOMIC DEVELOPMENT DIRECTOR
SUBJECT: CLAIMS, OEDA
DATE: October 11, 2012
No Claims for September 2012.
Owasso Economic Development Authority
Statement of Revenues, Expenses and Changes in Fund Net Assets
For the Month Ending September 30, 2012
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
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
Investment Income Estimated
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
0.00
0.00
(5,000.00)
0.70
2.09
0.00
0.00
0.00
0.00
0.00
0.00
0.00
2.09
0.70
0.00
0.70
2.09
(5,000.00)
0.00
0.00
0.00
2.09
0.70
(5,000.00)
9,046.36
9,046.36
$9,048.45
$4,046.36
TO: The Honorable Chair and Trustees
Owasso Economic Development Authority
FROM: Karl Fritschen, Community Development Director
SUBJECT: Proposed Zoning Code Amendment - Planned Unit Development Chapter
DATE: October 10, 2012
BACKGROUND:
At City Council Work Sessions on August 14 and September 11, 2012, staff presented an initial
draft of the proposed new Planned Unit Development (PUD) ordinance for Chapter 8 of the
Owasso Zoning Code for review and discussion. This same draft was also presented to the OEDA
on August 9 and September 13 and discussed with the Planning Commission on September 10.
Additionally, since the August Work Session, the proposed new ordinance was placed on the
city website and city Facebook page to allow for public comment and discussion. Based on
discussions and input received with the above referenced bodies, staff made changes to the
document, which is attached for your review.
As with the other text amendments, the PUD Chapter amendments follow a transparent process
which seeks input from all interested stakeholders. Below is an updated schedule for
proceeding with the text amendment for Chapter 8 of the Zoning Code, Planned Unit
Developments and Overlay Districts.
✓ August 9, 2012 - Present the proposed amendments to the Owasso Economic
Development Authority (OEDA)
✓ August 14, 2012 - Present the proposed amendments to the Owasso City Council at work
session
✓ August 15, 2012 - Place the proposed amendments on the city website and city
Facebook page
✓ August 15 through 31 - Meet individually with the Planning Commission members
✓ September 10, 2012 - Discussion item, Planning Commission meeting
✓ September 11, 2012 - Second presentation and discussion with the Owasso City Council
at work session
✓ September 13, 2012 - Second presentation and discussion with the OEDA
✓ October 8, 2012 - Planning Commission continued discussion
• October 9, 2012 - Third presentation to the City Council at work session
• October 11, 2012 - Third presentation to the OEDA
• November 12, 2012 - Planning Commission action
• November 13, 2012 - Fourth presentation to the City Council at work session
• November 20, 2012 - Public hearing at the City Council meeting
• December 4, 2012 - City Council action for approval of an ordinance
REASON FOR THE PROPOSED CHANGE:
These changes are being considered to establish a level and predictable playing field for all
applicants choosing to use the PUD method for development, while at the same time ensuring
sustainable quality development. Furthermore, the amendments help ensure a higher quality
standard and consistency throughout the entire community, which maintains and increases
property values. These changes are also consistent with the vision set forth by the approved
Quality of Life Initiative document.
ATTACHMENTS:
A. 2nd Draft, PUD Chapter
CHAPTER 8
PLANNED UNIT DEVELOPMENTS
8.1 INTRODUCTION AND PURPOSE
A Planned Unit Development (PUD) is a special zoning overlay that provides alternatives
to conventional land development. Upon approval, it becomes a supplement to the
existing zoning of the subject property. A PUD is also a means of encouraging creative
development of land and promotes project design that is often unseen in conventional
development. A PUD shall not be seen as a tool to circumvent the zoning and
subdivisions regulations of the City of Owasso, but rather as a tool for intelligent, well -
planned, and quality developments that fit within Owasso's existing neighborhoods and
context of the surrounding area. A PUD provides flexibility to allow for the
development on properties with unique physical characteristics by promoting
innovative design and providing guidelines which ensure that development is beneficial
to the City of Owasso's future growth. While ''great flexibility is given to provide special
restrictions which will allow development not otherwise permitted, procedures are
established herein to ensure against misuse of "the increased flexibility.
8.2 GOALS
Because PUD's allow greater flexibly than otherwise would be allowed with the base
zoning, there are specific goals that need to be accomplished with each application. All
PUD's shall be evaluated on their ability to'accorri
2. Approval of a Conceptual Development Plan is required prior to development of a
PUD district. Comprehensive Development Plans are subject to recommendation
by the Planning Commission and approval by the City Council.
3. This PUD chapter shall complement the other sections of the Owasso Zoning Code.
In instances where the requirements are conflicting, the Community Development
Administrator shall determine the correct action.
4. A Conceptual Development Plan shall be submitted concurrently with a request
for rezoning.
8.4 MINIMUM STANDARDS
A. DENSITY
By their very nature, PUD's are designed to develop parcels of land with unique or
unusual, natural or man -made conditions." In order to promote development that
makes use of and preserves such unique: features, it may be necessary to cluster
density within developments. If clustering of density is proposed, additional
amenities shall be provided; the design shall promote and maintain useable open
space; and a layout shall be provided that complements the existing conditions of
the site.
All PUD's shall calculate densftyb6se i,yppn the gross area of the tract, which may
include flood plains, rights of way, or easements to provide an overall gross density
for the project that shall be e 'prested in units` per acre. The gross density
calculations shalt be provided within =the PUD Design and Intent Statement.
1. Single Family Residential Densities A- residential PUD shall not
exceed a gross density above five (5} dwelling units per acre for single- family
residential, developments.— Should a development propose a density higher than five
(5) units - peracre, written justification shall be provided explaining the rationale
,of °the decision,,, and I additional amenities shall be provided to mitigate the
increased densities-.
2. Multi�Family Residential Densities - Multi - family densities shall be consistent with
Chapter 4 of the Owasso Zoning Code and shall not exceed a maximum of twenty -
five (25)U` hits per 'acre Bross density. Any proposed development that contains
over 25 units"Acre' shall provide an explanation of why the higher density would be
appropriate and how the additional density would be mitigated. All multi - family
residential &veLopments shall be accomplished through a PUD.
B. LAND USE PERCENTAGES
In any residential PUD, at least 20% of the gross area of the tract should be
devoted to open space, common areas or amenities. Rights -of -way and utility
easements on individual lots shall not apply to open space calculations. If at least
20% open space cannot be achieved, the developer shall provide amenities in
addition to those required in section 8.4 L. in order to mitigate the reduction in
open space.
C. PRESERVATION OF TREES AND OTHER NATURAL FEATURES
PUD's shall be designed to preserve and enhance the existing physical
characteristics of the land and the natural vegetation that exists on the land.
Projects that require clear cutting or denuding of large tracts of land for
development are discouraged. Trees in excess of eight (8) inches in caliper shall
be preserved and worked into the overall design of the project, unless the
applicant can provide substantial justification to remove said trees. Tree
preservation credits shall be applied to all landscaping plans and additional
landscaping shall be required for projects that remove excessive healthy
vegetation.
D. SCREENING AND BUFFERING
Screening is an important part of any PUD proposal, especially when incompatible
uses are proposed within the PUD, or exist in adjoining developments. Screening
may be employed in the form of:
1. Fencing- Natural materials are encouraged;
2. Walls - Stone, brick, split -faced block, or decorative materials shall be
used.
3. Berms - Berms may be used in combination with vegetation or fencing to
achieve the desired result.
4. Vegetation - Vegetation provides a screening mechanism that can be
efficient and aesthetically pleasing. In many cases, leaving the natural
vegetation as a means of screening achieves the °desir=ed results.
5. New vegetation may be planted that,also achieves'the intent of this
section. Materials and sizes of vegetation shall be provided with the required
Conceptual,Development Plan and 'conform toChapter 20 of the Zoning Code.
Buffer yards shall be provided at all boundaries of the PUD where higher intensity
or higher density uses adjoin existing tracts that are of a lower intensity or
density. An example,of "this "may, 5000 SF lots adjoining an existing single family
development containing "20,000 "SF1 s. Buffers shall vary in size depending on the
use or the density of the" development, but in shall be a minimum of 20 feet in
width. Vegetation and screening is required in buffer yards.
All residential PUD's shall contain decorative perimeter fencing surrounding the
development and shall also contain ldngudge covering the long -term maintenance
of the fencing.
E. TRANSITION ``pF USES
Great care shall be given as to the location of the more intense uses or densities
within the PUD. Transition shall be achieved when possible by placing less intense
uses along the perimeter of the PUD area with more intense uses near the center
of the PUD. For example, if a PUD is proposed in an area that abuts mostly
acreage lots, the PUD should place larger lots meeting RE or RS -1 standards along
the perimeter and move towards smaller lots within the core of the PUD area or
along arterial streets. If transition cannot be achieved, a large and well - vegetated
buffer should be provided.
F. CONCEPTUAL LANDSCAPE PLAN REQUIRED
Each PUD shall require a landscape concept plan at the time of submittal. The
landscape plan shall depict general locations for landscaping, but shall not be
required to go into great detail on the conceptual plan. Trees, however, shall be
shown on the conceptual landscape plan. More detailed landscape plans may be
required in the later stages of the development process in conformance with the
City's adopted landscape requirements, or if the Administrator or Planning
Commission deems it necessary during at the conceptual landscape phase.
G. ADHERENCE TO CITY LANDSCAPE REQUIREMENTS
All adopted landscape requirements shall be met by any PUD. A PUD shall provide
landscaping that exceeds the City's minimum requirements in order to meet the
goals, purpose, and criteria outlined in the PUD ordinance.
H. SITE DEVELOPMENT
1. Low - Impact Design (LID) Criteria
All PUD proposals are encouraged to incorporate LID techniques. Utilizing LID
techniques can greatly reduce infrastructure costs and can be incorporated into
common areas and open space. Some LID design possibilities are: Bio- retention
areas (rain gardens), Green roofs, Permeable paving or driveways, Cisterns,
Vegetated swales, and Impervious surface reduction. All PUD's are encouraged
to define how LID principles shall be applied.
2. Grading and Site Disturbanc
PUD sites shall,not be denud
developing drainaOe and e
preserve,Ahe topography and v
perenma� 'streams shall have a
measured from ;the,`toD ,of the sti
of
I vegetation. Great care should be given to
plans that incorporate natural areas and
station of the PUD area. All creeks or
dnimum of a 20 foot undisturbed buffer
m or creek bank and shall be included into
sible.
3. Adherence to City State, and Federal Requirements
All grading a"h6drainage,ptans shall meet all City, State and Federal
reauirements. � °`
I. PARKING'AND CIRCULATION
The developer shall provide plans that depict the safe and efficient movement of
vehicles throughout the PUD. For any PUD that proposes more than two - hundred
(200) residential units, a traffic study shall be provided to the City of Owasso for
review. All Federal, State, and City regulations shall be met by the PUD proposal.
All parking areas, driveways or other means of vehicular access shall be designed in
accordance with Chapter 9 of the Owasso Zoning Code.
J. OPEN SPACE
At least 25% of the provided open space shall be developed and maintained for
active or passive recreational activities. The remainder should be kept as
marshland, wildlife areas, woodlands, creeks, etc. At least 10% of the above
reference area shall be out of the floodplain (100 Year) and floodway.
K. COMMON AREAS
Common areas shall be provided throughout the development for the use and
enjoyment of the residents of the surrounding area. Common areas promote social
interaction and help to create a sense of community.
L. AMENITIES REQUIRED
Any residential PUD development shall provide at least one (1) amenity from each
of the categories from the Table 8 -1.
1) For any residential development that proposes a gross density of more than
four (4) units per acre, one an additional amenity from any category shall be
required for each 0.5 units per acre over 4.
2) A developer may propose any amenity not provided on the list and an
explanation of what category it should " fall under. The Community
Development Administrator, the Planning Commission, or the City Council shall
determine if an amenity is acceptable.
3) Amenities may be combined into one or more park /recreation areas. (i.e. pool
with a club house or a park area with a basketball court, playground, and
walking trails).
4) Park and recreation areas shalt be placed in a centralized location within the
development so it is convenient and accessible.
5) Any standing `water feature or pond shall be re- circulated through a fountain,
waterfall, or other aeration device. This requirement applies to any storm
retention pond that is maintains a pool elevation of water.
6) All amenities Will have tong-term ,maintenance requirements that should be
considered by future, Homeowners Associations. ADDCODriate language should
7)
:he lots are developed and all amenities should be installed or
to 75% of the lots being developed. No building permit shall
TABLE 8 -1, REQUIRED AMENITIES
CATEGORY
AMENITY FEATURE
SPORTS FIELDS, TENNIS COURTS, BASKETBALL COURTS,
ACTIVE RECREATION
VOLLEYBALL COURT, DISC GOLF COURSE, SKATE FACILITIES,
BIKE PATHS, HIKING TRAILS, GOLF FACILITIES
STOCKED FISHING POND, NATURE PRESERVE AREAS OF AT
LEAST 2 ACRES, HORSE SHOE PIT, WILDLIFE VIEWING AREA (IF
PASSIVE RECREATION
ADJACENT TO PRESERVED HABITAT), CAMP GROUNDS,
EQUESTRIAN FACILITIES,, MEDITATION AREA, WALKING PATHS
OR TRAILS
DOG PARKS, PICNIC AREAS, PAVILLIONS, OUTDOOR
PUBLIC GATHERING AREAS
AMPHITHEATRE,`CLUBHOUSE, GAZEBO, BBQ AREA, DOCK
AREAS, COMMUNITY GARDEN, PARK AREA
FAMILY RECREATIONAL AREAS
TOT LOT, SPLASH PAD, SWIMMING POOL, PLAYGROUND
M. CONSISTENCY WITH LAND USE PLAN
Any proposed PUD shall,,be developed in accordance with the adopted Owasso Land
Use Master Plan. The, ,PUD shall meet, the Goals, Objectives and Action Strategies
s,
stated within the Dii
N. COMPATIBILITY ' WITH SURROUNDING DEVELOPMENT
Each PUD shall be design6l,in a manner that is compatible with the surrounding
development in the area. 'if the proposed development is not in character with the
surrounding area 'th'e PUD shall show how the development can be screened or
employs techniques that will mitigate the incompatibility.
8.5 PROCEDURE
A. PRE - APPLICATION MEETING
A pre- application meeting is required prior to submitting a formal application for
the proposed PUD project. This step offers the developer a chance to meet with
City staff to discuss ideas related to the development of a PUD on a piece of
property. City staff from different departments shall be available to discuss the
project, answer questions and provide information to the developer.
B. SUBMITTAL OF DEVELOPMENT APPLICATION
After submittal of a completed PUD application packet with all required
information, the Administrator shall provide a professional review of the
project and shall assist the developer in understanding the PUD process.
2. The Administrator shall require sufficient detail in the Conceptual Development
Plan to provide an opportunity for the reviewing bodies to make informed
decisions and evaluate compliance with the applicable approval criteria.
3. The Administrator shall provide recommendations regarding changes or
additions to the PUD that would make the Droiect more consistent with the
completion of a successful application, the PUD shall be placed on the next
available Planning Commission Agenda.
C. TECHNICAL ADVISORY COMMITTEE
9
1. Prior to the Planning Commission, the City of Owasso's Technical Advisory
Committee (TAC) shall review the PUD proposal and all supporting
documentation.
2. The TAC shall provide comments to the developer regarding utilities,
engineering, planning, and project design.
3. All TAC comments 'shall be addressed by the developer prior to the PUD being
reviewed ,by the Planning Commission or City Council.
to hold a local nei
to introduce the=- nroiect- =and listen to anv concerns of the citizens. If such a
held at the
meeting. Neighborhood meetings shall be held at least 14 calander days prior to
the oroiect being ;heard by the Planning Commission. It is also suggested that
with a copy of he proposed development plans.
At least c °,ion (7) e a endar days prier to the nreject being heard by the Planning
pfejectto neighbering wners and seE° ^ ^ut 'h ^.,* ne *anti °I issues
with the – development. The – applieant sh °11 nr °., ;ae r;ttee Retice about the
meeting to all prep°cr tT ewn° s i t n three hundred (390) feet of the su jeEA
nrenerty. The n el n ne •�sS
p. op��zT —� � ��meeti+�g� a gee— tkle— �crcc9per t'3R 6�pvFt�rt�te
potential issues, ae�er d�elepment- related questiees�d Wing feFwaFd a
nrejee-t that is e- enrictent with the s �rre d el n e t t e f
prv7cc�ci iccc�� cv� ����cc� �c- ���c�r ciT�ovr � vHn ing�ev�eprr���ef ch�area. � }t�tafT
will he present to answer nreeed Fal aW Qt Jens, but ,.rilI ethenuise
ebsenee -and revert en the dise-ussienr hele•i a the meet; nrti
E. PLANNING COMMISSION
The function of the Planning Commission is to listen to public concerns, afford the
applicant an opportunity to make a formal presentation regarding the project,
review the project for conformity with the requirements of this ordinance, and to
offer suggestions regarding the project design as it relates to impacts to adjoining
properties. It shall be the duty of the Planning Commission to review each PUD
prior to consideration of the City Council. The Planning Commission shall review
each application using the following process.
1. Planning Commission Action
a) The Planning Commission shall revie)
to this ordinance. The Planning Corni
identified in section 1330.3 of the Zoi
b) The Planning Commission shall study
lication for conformi
other aoolicable standards in this Ordinance. If the Planning Commission
City Council as part
from the general pi
rp oiect.
c) The Planning Comm
The Planning Commission shall hear
I issues
criteria 'identified _ in this chadter and this information shall atsG be
-The
days the Planni iO Commission still cannot render a decision, the aoolicant may
3.
F. CITY COUNCIL
The City Council shall make the final decision on any PUD application. A final PUD
plan shall be approved along with an Ordinance. The approved ordinance and PUD
development plan shall dictate any future development on the subject property,
unless the PUD is amended or the PUD is allowed to expires.
The City Council shall use the information provided by City staff, the
recommendation from the Planning Commission, and tfie input from the public and
the applicant pFeje A deyelope to make a decision as approve or deny and
proposed PUD.
1. The City Council may add conditions to the project that they feel are necessary
to meet the intent of the PUD Ordinance.
2. Should the City Council require more inform
future meeting. If any major changes are mi
is brought forward after review by the Plar
ask that the oroiectreturn
3. All conditions imposed by the Council shall
before the project may proceed.
tion ; the item can be tabled to a
le to the plans or new information
ing Commission, the City Council
Commission for review.
)ecome binding and shall be met
All planned development districts approved in accordance with provisions of this
ordinance in its original form, or by subsequent amendments thereto, shall be
referenced on the zoning districts map, and a list of such planned development
districts, together with the category of uses "permitted therein. shall be
PUD PROCESS FLOW CHART
Pre Application meeting
with planning staff.
Submittal of Application
Packet and Applicable
Fees /
Application reviewed and tl, „
public hearing scheduled.
Notification prepared for R�uleW,
newspaper and mailing
list. Sign posted on the
subject property.
/ ommiss�on
Final
Action and
Ordinance
prepared
8.6 TIMELINE AND EXPIRATION
A. VALIDATION
A PUD shall be validated once any portion of the property has been platted and
recorded or a building permit is approved.
B. ZONING ORDINANCE
Because a PUD is a zoning action approved through City Council by Ordinance, the
City shall file the ordinance approving the designation,of 'a PUD on a tract of land,
with the County Clerk's Office upon platting and recording any portion of the PUD.
C. EXPIRATION
For any PUD in which there has been no building :permit issued n
the property platted after five (5) years since 'approval by the
PUD shall be considered null and void and shall be brought
Planning Commission and City Council for re- apconsideral
development on the property. Upon approval of the% UD by the
Administrator shall transmit in writing the date by which the
PUD's are approved with underlying zoning. The underlining zonin,
not expire, only the PUD overlay shall expire.
D. CONFORMANCE WITH CURRENT REGULATIONS
Expired PUD's shall be required to meet the most recently ado
ordinances. and develooment standards.
E.
or any portion of
'ity Council, the
back before the
:ion prior to any
City Council, the
PUD will expire.
a of the site shall
An extension may be granted by the Administrator for PUD's that are nearing the 5
year expiration"`date. PUD's ;may be extended one (1) time for a maximum of two
(2) additional years, provided a letter is submitted to the Administrator asking for
theeztension no less than two (2) months prior to the five (5) year expiration
date Said, letter must indicate the following:
1. Reason extension
2. That there, are no changes to the original PUD approved by the City Council.
3. ExpecteSdate by which a portion of the PUD will be platted
It shall be the developing party or an individual who has legal authority to sign
documents on their behalf responsibly to ask for and sign the letter of extension. If no
extension has been sought and granted, said PUD shall be considered expired. and
mi-st he— re- appFeyed by the Planning Commission and City Council f^ "��g— ;e,
pFeeess pFes-eriberl in this rzhapter. If no portion of the property has been platted nor
any building permit received by the Community Development Department, within the
two (2) year extension period, said PUD shall expire and a new PUD application must
be submitted.
8.7 AMENDMENTS
There may be instances when a change or amendment to the original PUD is necessary
or desired. In these situations, the magnitude of these amendments is considered.
There are two types of amendments that can occur with a valid PUD, a major
amendment and a minor amendment. If amendments have been made, then a
determination shall be required as to whether or not said amendments constitute a
maior or minor plan change.
A. MAJOR AMENDMENT
A major amendment is described as a significant change that increases the density,
intensifies the use, redistributes uses, or creates inconsistencies with the
character of the PUD that was initially approved. A, maior amendment shall
proceed through the entire PUD process as outlined in this chapter. The
Administrator shall determine if the changes to the PUD meet the criteria for a
major amendment, is an appropriate change, and will maintain the spirit of what
was approved in the original PUD. Modifications from the previously approved PUD
Dlan shall be deemed by the administrator to be a maior amendment if said
the following to occur:
1. Increase the total number of dwelling units by more than ten percent (10 %);
2. Reduce the amount of common open space by ten percent (10 %) from what was
originally approved;
3. Reallocate the area of any nonresidential areas as shown on the approved PUD
: An abDrbved 100 acre PUD shows 20 acres
then it would be deemed,to be a
4.
Fa
5. Change ; the location of the access points into the PUD or connections to
minor streets, cut -de -sacs, alleys, or facilities for water and for disposal of
stormwatr and wastewater internal to the development shall not be
considered as a maior amendment.
6. Complete elimination of a recreational feature that was identified in the
approved PUD, without replacing it with an in -kind feature.
B. APPEAL
An appeal from the Administrators decision that the changes to the PUD construe a
maior amendment shall be made in writing by filing a notice of appeal to the
Planning Commission within ten (10) days of the Administrators decision. Said
appeal shall be heard a regular meeting of the Planning Commission, at which time
the applicant may defend his proposal. Appeals shall not require public
notification.
C. MINOR AMENDMENT
Small changes that still meet the intent of the ordinance, do not increase the
density, are consistent with surrounding development, and do not pose a threat to
the health, safety, or welfare of the City of Owasso can be administratively
approved as a Minor Amendment. Minor amendments may also include relocation
of landscape areas, parking areas, drive aisles, or other 'similar changes that are
minor in scope.
1. Minor amendments shall be approved admi
nature of the amendment, the Administrat(
8.8 CONCEPTUAL DEVELOPMENT PLAN
A. CONCEPTUAL SITE PLAN
The required conceptual plan shall be a rendered; °plan that clearly articulates the
overall concept of the PUD. Figure 8 1 %illustrates an acceptable conceptual site plan
rendering. The site plan shall include the entire PUD area, and may include site plans
of smaller areas to provide more specificity if the development is large.
1. The site plan shall include,, at a minimum, the following:
d) Name oft he proposed development
e) Name and' address of the property owner and developer
f), Name of the preparer of the document
,g) ",Graphic scale drawn at a scale no smaller than 1:100, a north arrow, date
of ,preparation, and a legend. Vicinity map outlining the location of the
development in relation to major streets within 1000 feet, schools, and
other landmarks. The County where the development lies shall be depicted.
h) Legal;description of the property shall be pFeAded.
i) Total`" acreage of the tract, total acreage of the proposed area to be
improved, and acreage of open space
j) Location and name of abutting subdivisions and City Limit Lines.
k) Wooded areas, wetlands, waterways, floodplain and floodway, ponds and
other natural features shat be depk4eel
l) General location of all proposed streets
.rrJ I
Fn) ee alien of each nrenesed building (single -family e-
residenes OF duplexes
net regUired\
n) Proposed density of the development depicted in gross density figures
(gross units per acre of the entire development)
o) Location and identification of all land uses within the PUD shall be
depicted. Identification of all amenity locations, detention areas, open
space areas, etc sh all She '''P_aF!y depiete
p) General location of parking areas for non single- family areas
q) Depiction of any proposed walking trails, pathways, and buffer yards,
including fences
r) Notation on the plan of how wide the buffer yards will be and how they will
be landscaped
s) Location and type of amenities provided
Figure 8.7 -1
B COMPREHENSIVES DEVELOPMENT PLAN AS THE PRELIMINARY PLAT
ShouCd-a conceptual site plan,be provided that goes into sufficient detail necessary for
submittal of a preliminary plat, the plan may be used as the preliminary plat for the
PUD project:; , if the site" plan is to be used as the preliminary plat, it must contain all
of the required elements for preliminary plat approval outlined in the subdivision
regulations of the,,±ity of Owasso. If the PUD is approved with a site plan that is
sufficient to be used as a preliminary plat, the applicant may proceed to the final plat
stage. It is not 'required that the entire development be platted, only the portion
the applicant intends to develop initially. Additionally, the conceptual site plan
can be used as the actual site plan for the development if it has TAC comments
that have been addressed. If the site plan is unchanged, additional TAC review
will not be required.
Galmime-ptar-y; et the entire development he platted nnl y the
GFtien the gpplkant intenrle; to develop initiellyi
8.9 DESIGN AND INTENT STATMENT
A. REQUIREMENTS
The design and intent statement shall clearly
development and shall identify key elements
approach over conventional zoning.
1. At a minimum, the design and intent
elements, listed below.
articulate the vision for the proposed
of the project that justify using a PUD
statement shall include some basic
a. Overall project statement of proposed use and intent.
b. List of the proposed land uses including residential densities
c. List of all parties involved (applicant, owner, agent, plan preparer)
d. Thorough narrative explaining why the development is appropriate, how it
complies with the PUD ordinance. The applicant should explain how the
PUD is consistent with the goals, purposes, and standards listed in this
chapter.
e. A statement regarding the compatibility of the proposed development with
the surrounding area. The statement should address' buffer zones,
transition, screening, types of materials to be used, square footage of
structures,.
f. A table showing how the proposed PUD will differ from current bulk
standards, with an outline of what sections of the zoning ordinance or
subdivision regulations that the PUD seeks relief from.
g. An outline of the covenants that will govern the property and information
about the development of a Homeowners Association and how they will
h. An anticipate
plan.
i. The PUD's cor
Sections 8.90 -8.99 Reserved
areas.
dine for development, which may include a phasing
y with the Owasso Land Use Master Plan.
The City Wit aut Limits.
TO:
The Honorable Chair and Trustees
Owasso Economic Development Authority
FROM:
Chelsea M.E. Harkins
Economic Development Director
SUBJECT:
Tulsa's Future II - Renewal of Regional Economic Development Program
DATE:
October 11, 2012
BACKGROUND:
Last year, the OEDA recommended and the City Council approved entering into Tulsa's Future II
as a regional economic development partner.
Owasso has been a regional partner to the Tulsa Metro market for years. Increased rooftops,
business and sales tax revenues have transitioned Owasso from a bedroom community to a
major contributor to the Tulsa regional economy. The City of Owasso is focused on recruiting
new jobs. Employers who provide high salaries will further supplement the growing Tulsa Metro
market.
For the past few years, Owasso has had a recruitment and relocation program. However,
companies often weigh and examine a Metro city and the region while considering their options
for relocation, retention and expansion. This emphasizes the need for all cities in the Tulsa Metro
area to work together on regional economic development.
TULSA'S FUTURE III:
Tulsa's Future is a five -year, public - private economic development plan designed to leverage
diverse strategies to enhance the Tulsa region's standing as a place for business, residents,
visitors and students of all ages. The Tulsa region has a unique opportunity to grow its economy,
strengthen our quality of life and improve our communities. Tulsa's Future investors are the
visionaries who stake a claim in the economic future of the Tulsa region, to make the Tulsa Metro
Area a national model for quality and sustainable regional development.
Tulsa's Future has a holistic approach to economic development. Business retention, expansion
and attraction remain at the core, but small business, workforce attraction and quality of life
issues become part of a bigger plan for regional economic prosperity.
Regional cities and Chambers of Commerce have made investments in Tulsa's Future II. The City
of Owasso has been asked to make a $15,000 investment every year for five years. The Owasso
Chamber of Commerce supports Tulsa's Future II and the City's Investment in the program. The
Owasso Chamber's support is $2,000 a year.
REGIONAL APPROACH TO ECONOMIC DEVELOPMENT:
A regional approach to economic development is no longer a trend. It is the expected norm for
regions interested in truly competing for jobs and capital investment. A regional approach is the
key to engaging site selection consultants, relocating companies and expanding businesses,
with a unified brand, message and collection of assets to offer. Louisville, KY, among many other
regions, have adopted the regional approach to considerable advantage, working together
across city, county and state lines to reduce barriers for business and work efficiently together
with all community partners to draw and retain jobs. Likewise, it's important for Tulsa to build a
similar regional approach from Tulsa County outward to compete and succeed.
Public municipality investment in Tulsa's Future allows for a seat at the table of Tulsa's Future
Regional Partners. This group is comprised of the plan's regional municipalities, chambers of
commerce and local governments, and meets quarterly to receive economic development
updates, engage in discussion on economic development topics and challenges, and work
together on opportunities for regional collaboration. The group discusses timely issues,
recommends strategic solutions and guides the plan's regional activities in special projects
related to economic development. In addition, this group receives a host of other tangible
benefits from its association with Tulsa's Future, including weekly leads a -mails of companies
currently growing with a potential for relocation and expansion, economic reports and data,
travel opportunities, access to economic development experts at forums and meetings and
access to Tulsa Metro Chamber economic development staff for assistance on projects.
Regional partners meet quarterly to discuss opportunities for collaboration and devise better
ways the region can partner and work together. Investor forums, which feature prominent site
selection consultants and speakers on economic development issues, are available for Regional
Partners. These provide valuable insight for communities and help to build relationships. Tulsa's
Future regional partner investors are also invited on recruitment trips with Tulsa Metro Chamber
staff to meet decision makers and make the case for the Tulsa region as a whole. Examples
include an exclusive invitation to attend the Governor's Trade Mission to Europe in 2012.
The Tulsa Metro Chamber's economic development team has a yearly robust schedule of travel
to trade shows and scheduled appointments with expanding companies and site selection
consultants at which they promote the entire Tulsa region as a competitive place for jobs and
capital investment. In addition, the Tulsa Metro Chamber has an active relationship with
economic development arm at the state level, and is often the funnel for site selection requests
and activity concerning the Tulsa region. This provides considerable exposure and opportunity
for each participating Tulsa's Future regional partner, beyond each community's individual
economic development resources and budget.
FUNDING:
The Tulsa Metro Chamber has requested a $15,000 investment, once a year for five years from
the City of Owasso for Tulsa's Future II. Last year, the investment was approved by the City
Council and was appropriated from the Hotel Tax Fund. This fund restricts the use of hotel tax
funds "to encourage, promote and foster economic development and cultural enhancement,
tourism and pursue regional promotion for the City of Owasso, Oklahoma."
RECOMMENDATION:
Staff recommends trustee action to recommend to the Owasso City Council the City's
continued participation in the Tulsa Metro Chamber Tulsa's Future 11 economic development
program for a one year investment of $15,000 and further recommends that the city fund the
agreement from the Hotel Tax Fund.
ATTACHMENTS:
Tulsa's Future Regional Partner Benefits
Tulsa's Future Privileges of Investment
tulsa-s )\ \,,future
Regional Partner Benefits
The Tulsa's Future economic development plan greatly values the contributions and commitment of
each investor, with certain benefits specifically available to our steadfast partners in regional
economic development.
• The Tulsa Metro Chamber will include regional sites and /or buildings on proposals for location
projects. They must be submitted and available in proper format for our site /building database.
• Communities have the opportunity to participate in seven scheduled appointment trips to key cities
to meet with site consultants and corporate real estate executives. The participating communities
must commit by the published deadline so that appointments can be established for maximum
effect. These are "working trips."
• Partners receive regular research lead reports from our business development department.
• The Tulsa Metro Chamber provides expertise from project managers regarding business recruitment
projects.
• Partners receive access to Tulsa Metro Chamber's professional economist for research and impact
analysis reports.
• Memberships in the International Economic Development Council will be provided for each regional
partner. These are not transferrable.
• Memberships to the Southern Economic Development Council will be provided for each regional
partner. These are not transferrable.
• Tulsa Metro Chamber will provide region wide demographic information upon request.
• A data feed will be provided through Exceligent so partners can include property database /GIS
capabilities on their websites.
• The Tulsa Metro Chamber will promote regional communities with the upcoming re- launch of the
new Tulsa Metro Chamber website with links to their respective individual websites.
• We will confidentially assist with business retention and expansion projects and in establishing a
database of existing employer information using ExecutivePulse software in cooperation with the
Oklahoma Department of Commerce.
• Workforce and talent development assistance will be provided from Tulsa Metro Chamber director of
talent strategies & recruitment.
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Rocky 1 Rank
TO: The Honorable Chair and Trustees
Owasso Economic Development Authority
FROM: Chelsea M.E. Harkins
Economic Development Director
SUBJECT: Sales Tax
DATE: October 4, 2012
BACKGROUND:
The history of taxation in the United States dates back to the American Revolution. Thomas
Jefferson said, "The purse of the people is the real seat of sensibility. Let it be drawn upon largely,
and they will then listen to truths which could not excite them through any other organ." Money
generated from taxation in many different forms has enabled states and government
equivalents to carry out necessary functions for the public. In Oklahoma, sales tax is the single
largest source of government revenue. More than 25% of the state's tax dollars and 2/5 of local
tax dollars come from sales tax.
Municipalities in Oklahoma depend on sales tax to fund core public functions for their citizens.
Sales tax has generated great returns for Owasso; however when the national economy suffers,
city infrastructure, safety and quality of life suffers. With the increase of purchasing goods over
the internet where taxes are difficult to collect, Oklahoma's cities are faced with the threat of
decline or the challenge to make changes. Oklahoma is the only state that forces cities to rely
primarily on sales tax for operations. That forces cities to compete with each other rather than
regional competitors that pose the larger threat for jobs and a jobs -based local economy.
In August, staff presented information to the OEDA trustees comparing sales tax rates in the Tulsa
Metro and Oklahoma City Metro areas. The information revealed consumer spending patterns
between cities as well as public funding differences between the two metro areas.
CURRENT STATUS:
As Owasso's population grows, so does the need for infrastructure, safety and quality of life for its
community. Population estimates for 2012 are rounding 30,000 in the city limits and around
47,500 in the Owasso school district. Growth projections show the city population increasing by
17% in the next five years.
The current sales tax rate for Oklahoma is 4.5 cents for every dollar spent on taxable goods and
services (4.5 %). Counties may levy a tax of up to 2 cents on each dollar of sales (2 %). Owasso
straddles Rogers and Tulsa County. Tulsa County's current sales tax rate is 0.85% and Rogers
County's current sales tax rate is 1.5 %.
Owasso's current sales tax rate is 3 cents for every dollar of sales (3 %). In 2011, Owasso collected
$18,343,008.26 from sales fax revenue. Three cents (3 %) is received in the General Fund then
transferred to the OPWA. The two cents less payback agreements (development agreements) is
transferred back to the General Fund for municipal government activities. The one cent of the
sales tax is restricted to fund capital projects after principal and interest payments are made on
the sales tax notes (2005; 2007; and 2008).
COMPARISON:
Sales tax rates were compared with cities in Tulsa, Rogers, Wagoner, Washington and Osage
Counties. Of the evaluated counties, Tulsa County has the lowest sales tax rate at 0.85% and
Rogers County tops out with the highest rate in the comparison with 1.833 %.
Owasso's sales tax rate, in comparison with surrounding cities in the Tulsa Metro area is average.
Seventeen of the Thirty -three compared cities have a current sales tax rate of 3 %. Only three
cities carry the lowest rate in the comparison of 2 %; Tulsa's rate is 3.167 %; Catoosa's rate is 3.25 %;
six cities carry a rate of 3.5 %; Collinsville has next to the highest rate of 3.75 %; and six cities top
out the region in sales tax rates of 4 %.
In our recent discussions, Bixby was discussed regarding their sales tax increase in 2006. On July
1, 2006, Bixby raised their sales tax by'/2 cent from 3% to 3.5 %. 1.4 cent was dedicated to Parks
and the other' /4 cent was dedicated to debt service. The debt service was not dedicated to a
specific project but to provide revenue for paying principal and interest on general obligation
bonds and /or paying principal and interest on revenue bonds or notes of the Bixby Public Works
Authority.
Currently, 1.5% is dedicated to the following:
3/4 cent to Citizens Planned Fund (Sewer System Improvements)
• '/4 cent to Capital Improvements
• '/4 cent to Parks
• '/4 cent to Debt Service, currently paying on GO Bond
When Bixby raised their sales tax in 2006, there was an increase in receipts. This increase is not
necessarily related to the increase in sales tax. The city believes it is a combination of the
increase and an increase in purchases and /or new businesses opening during that time.
ANALYSIS:
The impact of an increased sales tax rate is difficult to predict. Conventional wisdom is that an
increase in the rate of sales tax will result in a decrease in local spending or a shifting of that
spending over other cities. However, discussions with cities (including Norman, Midwest City,
Moore, Edmond, Sand Springs and Bixby) do not support that position. City Managers and
Finance Directors in these communities reported that in every case but one, the projected
revenues from sales tax increases were met within 90 days of the effective date of the increase.
However, it should be pointed out that the cities of Norman, Moore and Edmond did not
increase their sales tax rates above that of Oklahoma City. In fact, the sales tax rate after their
increase remained lower than Oklahoma City (see attached charts and graphs). Conversely,
Midwest City did not increase their sales tax rate to the same level as Oklahoma City. Tim
Rundel, Midwest City Assistant City Manager reports that sales tax revenues for the first quarter,
first half and first year after the effective date of the tax increase all met projections.
The City of Owasso believes economic development should create an environment where
people invest their money and receive a quality return on that investment. Without the ability to
properly fund good solid and progressive quality of life in the form of infrastructure, safety, parks
and roads, people will stop investing in Owasso. This city does not wish to remain status quo. This
community wants to provide the needs above and beyond present and future investors.
Owasso has one of the lowest tax rates in the area, but is one of the fastest growing cities in the
state. The city must evaluate its future needs within the context of its ability to fund those needs.
The alternative is to risk the sound foundation built by those who recognized what Owasso could
be if courageous leadership decisions were made (Tulsa waterline, 1St penny sales tax, US HWY
169 Expressway).
ATTACHMENTS:
Tulsa Area Sales Tax Comparison Chart
Tulsa Area Sales Tax Comparison Graphs
Oklahoma City Area Sales Tax Comparison Chart and Graphs
SPERRY
SKIATOOK
OWASSO
JENKS
BROKEN ARROW
TULSA
SAND SPRINGS
MANNFORD
BIXBY
COLLINSVILLE
SAPULPA
GLENPOOL
COW ETA
1OKEN ARROW
CATOOSA
BIXBY
PORTER
OKAY
Tulsa County
City a County - State
Wagoner County
a City m County m State
Washington County
VERA
DEWEY
BARTLESVILLE
City E County Rom State
TALALAH
OWASSO
OOLAGAH
INOLA
CLAREMORE
CHELSEA
CATOOSA
:OLLINSVILLE
FOYI L
SHIDLER
AVANT
SPERRY
SKIATOOK
PRUE
PAWHUSKA
FAIRFAX
BARNSDALL
BARTLESVILLE
TULSA
SAND SPRINGS
HOMINY
WYNONA
Rogers County
iff City M County „State
Osage County
City Z County ` State
TULSA METRO AREA
FOYIL (R)
4.000%
1.833%
4.500%
10.333%
GLENPOOL (T)
4.000%
0.850%
4.500%
9.350%
OKAY (Wag)
4.000%
1.300%
4.500%
9.800%
PORTER (Wag)
4.000%
1.300%
4.500%
9.800%
SAPULPA (T)
4.000%
0.850%
4.500%
9.350%
WYNONA (0)
4.000%
1.250%
4.500%
9.750%
COLLINSVILLE (R)
3.750%
1.833%
4.500%
10.083%
COLLINSVILLE (T)
3.750%
0.850%
4.500%
9.100%
BIXBY (T)
3.500%
0.850%
4.500%
8.850%
BIXBY (Wag)
3.500%
1.300%
4.500%
9.300%
HOMINY (0)
3.500%
1.250%
4.500%
9.250%
MANNFORD (T)
3.500%
0.850%
4.500%
8.850%
SAND SPRINGS (0)
3.500%
1.250%
4.500%
9.250%
SAND SPRINGS (T)
3.500%
0.850%
4.500%
8.850%
CATOOSA (R)
3.250%
1.833%
4.500%
9.583%
CATOOSA (Wag)
3.250%
1.300%
4.500%
9.050%
TULSA (0)
3.167%
1.250%
4.500%
8.917%
TULSA (T)
3.167%
0.850%
4.500%
8.517%
BARNSDALL (0)
3.000%
1.250%
4.500%
8.750%
BARTLESVILLE (0)
3.000%
1.250%
4.500%
8.750%
BARTLESVILLE (Wash)
3.000%
1.000%
4.500%
8.500%
BROKEN ARROW (T)
3.000%
0.850%
4.500%
8.350%
BROKEN ARROW (Wag)
3.000%
1.300%
4.500%
8.800%
CHELSEA (R)
3.000%
1.833%
4.500%
9.333%
CLAREMORE (R)
3.000%
1.833%
4.500%
9.333%
COWETA (Wag)
3.000%
1.300%
4.500%
8.800%
DEWEY (Wash)
3.000%
1.000%
4.500%
8.500%
FAIRFAX (0)
3.000%
1.250%
4.500%
8.750%
INOLA (R)
3.000%
1.833%
4.500%
9.333%
JENKS (T)
3.000%
0.850%
4.500%
8.350%
OOLOGAH (R)
3.000%
1.833%
4.500%
9.333%
OWASSO (R)
3.000%
1.833%
4.500%
9.333%
OWASSO (T)
3.000%
0.850%
4.500%
8.350%
PAWHUSKA (0)
3.000%
1.250%
4.500%
8.750%
PRUE (0)
3.000%
1.250%
4.500%
8.750%
SKIATOOK (0)
3.000%
1.250%
4.500%
8.750%
SKIATOOK (T)
3.000%
0.850%
4.500%
8.350%
SPERRY (0)
3.000%
1.250%
4.500%
8.750%
SPERRY (T)
3.000%
0.850%
4.500%
8.350%
TALALA (R)
3.000%
1.833%
4.500%
9.333%
AVANT (0)
2.000%
1.250%
4.500%
7.750%
SHIDLER (0)
2.000%
1.250%
4.500%
7.750%
VERA (Wash)
2.000%
1.000%
4.500%
7.500%
LAKE ALUMA
VALLEY BROOK
LUTHER
FORESTPARK
DEL CITY
EDMOND
MIDWEST CITY
OKLAHOMA CITY
WARR ACRES
THE VILLAGE
SPENCER
NICHOLS HILLS
NICOMA PARK
JONES
HARRAH
BETHANY
ARCADIA
CHOCTAW
LAUTGHTERVILLE
NORMAN
MOORE
LEXINGTON
OKLAHOMA CITY
PURCELL
NOBLE
Oklahoma County
City 0 County - State
Cleveland County
City a County -State
CITY
COUNTY
STATE
TOTAL
SLAUTGHTERVILLE (C)
2.000%
0.250%
4.500%
6.750%
LAKE ALUMA (0)
2.750%
1.250%
4.500%
8.500%
FORESTPARK (0)
3.000%
1.250%
4.500%
8.750%
LUTHER (0)
3.000%
1.250%
4.500%
8.750%
VALLEY BROOK (0)
3.000%
1.250%
4.500%
8.750%
DEL CITY (0)
3.500%
1.250%
4.500%
9.250%
LEXINGTON (C)
3.500%
0.250%
4.500%
8.250%
MOORE (C)
3.500%
0.250%
4.500%
8.250%
NORMAN (C)
3.500%
0.250%
4.500%
8.250%
EDMOND (0)
3.750%
1.250%
4.500%
9.500%
MIDWEST CITY (0)
3.850%
1.250%
4.500%
9.600%
OKLAHOMA CITY (C)
3.875%
0.250%
4.500%
8.625%
OKLAHOMA CITY (0)
3.875%
1.250%
4.500%
9.625%
ARCADIA (0)
4.000%
1.250%
4.500%
9.750%
BETHANY (0)
4.000%
1.250%
4.500%
9.750%
HARRAH (0)
4.000%
1.250%
4.500%
9.750%
JONES (0)
4.000%
1.250%
4.500%
9.750%
NICHOLS HILLS (0)
4.000%
1.250%
4.500%
9.750%
NICOMA PARK (0)
4.000%
1.250%
4.500%
9.750%
NOBLE (C)
4.000%
0.250%
4.500%
8.750%
PURCELL (C)
4.000%
0.250%
4.500%
8.750%
SPENCER (0)
4.000%
1.250%
4.500%
9.750%
THE VILLAGE (0)
4.000%
1.250%
4.500%
9.750%
WARR ACRES (0)
4.000%
1.250%
4.500%
9.750%
CHOCTAW (0)
4.250%
1.250%
4.500%
10.000%
RESIDENTIAL SINGLE FAMILY NEW CONSTRUCTION MONTH END REPORT SEPTEMBER 2012
Month
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
1 January
54
30
31
22
13
25
15
17
18
19
2 fbruCrry
41
5R .:
S .;°
41 I
14
193
29
1 .!
is
3 March
38
75
65
50
25
35
30
46
14
27
4 Aprii
5 May
29
31
43
36
60
23
27
30
20
23
6 juh ,6.
7 July
32
34
27
12
23
24
28
17
20
15
8lsugust
9 September
52
64
35
1, 2
1'7
40
20
11
12
12
10 Wober
;. d13
4
3Q .,
i
�1
15
36
11 November
35
31
32
13
26
1.0
13
1
8
12
Totals
479
528
518
336
301
267
303
246
179
176
YTD 345 420 403 282 236 236 241 223 151 176
35,000,000
30,000,000
25,000,000
20,000,000
15,000,000
10,000,000
5,000,000
0 2008 2009
SEPTEMBER j 24,020,820 I 27 79 8,76 7
SEPTEMBER YEAR -TO -DATE DOLLARS
45,000,000
30,000,000
l
15,000 „000
i
0
TOTAL
_
TOTAL NEW CONSTRUCTION DOLLARS FOR EACH YEAR
2010 2011
34 805,960 21,464 855
l
Watercolours (12/02)
The Summit at Southern Links (6/97)
Sawgrass Park II (04105)
Remington Park II (11/04)
Preston Lakes III (10/04)
Preston Lakes (12100)
Nottingham Hill (6/09)
Nottingham Estates V (3/01)
Nottingham Estates IV (8/01)
Maple Glen II (1/11)
Maple Glen (12/08)
Lakes at Bailey Ranch (10/07)
Lake Valley IV (5/2010)
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 (8199)
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
CITY OF OWASSO
RESIDENTIAL LOT INVENTORY STATUS
September 30, 2012
SUBDIVISION
# OF LOTS
# DEVELOPED
# AVAILABLE
Burberry Place (6/09)
89
53
36
Camelot Estates (4/07)
139
52
87
Carrington Pointe 1(1/11)
171
57
114
Champions East (05/08)
66
6
60
Champions West (5/08)
45
3
42
Country Estates III (3/99)
61
58
3
Country Estates VI (11/03)
37
36
1
Crescent Ridge (02/08)
101
93
8
Fairways V (8/99)
71
57
14
Fairways VI (12/00)
42
40
2
Falls at Garrett Creek (12/05)
85
84
1
Falls at Garrett Creek Amended (12/05)
24
22
2
Honey Creek (4/02)
202
198
4
Keys Landing (3/08)
131
99
32
Lake Valley IV (5/2010)
114
86
28
Lakes at Bailey Ranch (10/07)
235
192
43
Maple Glen (12/08)
98
95
3
Maple Glen II (1/11)
93
77
16
Nottingham Estates IV (8/01)
20
17
3
Nottingham Estates V (3/01)
44
43
1
Nottingham Hill (6/09)
58
9
49
Preston Lakes (12/00)
272
243
29
Preston Lakes III (10/04)
147
144
3
Remington Park II (11/04)
84
82
2
Sawgrass Park II (04/05)
96
94
2
The Summit at Southern Links (6/97)
31
26
5
Watercolours (12/02)
40
31
9
TOTALS
2596
1997
599
COMMERCIAL NEW CONSTRUCTION MONTH END REPORT SEPTEMBER 2012
Month
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
1 January
0
0
1
2
9
4
4
1
1
3
1
2 retarlicry i' .
t
:: > 1
0
..
3 March
3
1
2
1
14
2
0
1
3
0
0
4 App €I
5 May
4
1
1
3
2
1
1
2
1
2.
1,
7 July
1
0
0
0
0
0
1
0
0
0
0
8 AsgSt....:;
2 :,
..:'
9 September
2
2
1'
2
1
28
3
0
0
0
0
10:'
4
11 November
1
1,.
3
0
1
1
1
2
2
1
TOGS
23
12
23
23
43
48
20
9
10
11
7
YTD
14
11
20
21
38
42
17
7
7
9
7
NEW CONSTRUCTION DOLLARS FOR EACH YEAR
2010 20111 I 2012
k
45,670,347 i 6,018,116 17 296,000
PERMITS APPLIED FOR IN SEPTEMBER 2012
ADDRESS
BUILDER
ADD /ZONE
VALUE
A.S.F.
PERMIT#
DATE
12375 E. 86th St. #102
Prime QSR
LRSC /CG
$ 95,000
1,185
12- 0901 -C
9/5/2012
7613 N. 122nd E. Ave.
Graham
EC /RS3
$ 25,000
285
12- 0902 -X
9/10/2012
14100 E. 86th St. N.
Danials & Danials
FBC /RMI
$ 6,000,000
43,932
12- 0903 -C
9/11/2012
9208 N. 144th E. Ave.
Strategic Builders
CE /RS3
$ 138,050
2,510
12- 0904 -X
9/12/2012
8434 N. 76th E. Ave.
Denham Homes
CARPI /RS3
$ 150,000
2,700
12- 0905 -X
9/12/2012
8514 N. 77th E. Ave.
Kolt Systems
CARPI /RS3
$ 140,000
2,502
12- 0906 -X
9/12/2012
9510 N. 137th E. Ct.
Aqua Pools
NH /RS2
$ 38,000
670
12- 0907 -P
9/12/2012
10912 N. 118th E. Ave.
Capital Homes
MGII /RS3
$ 119,515
2,173
12- 0908 -X
9/13/2012
15204 E. 110th PI. N.
Capital Homes
LVIV/RS3
$ 113,850
2,070
12- 0909 -X
9/13/2012
12500 E. 86th St. N.
Claude Neon Signs
VM /CG
$ 4,300
30
12- 0910 -S
9/13/2012
9404 E. 92nd PI. N.
Executive Homes
LBR /RS3
$ 175,000
3,239
12- 0911 -X
9/21/2012
11903 E. 105th PI. N.
Simmons Homes
BBP /RS3
$ 157,795
2,869
12- 0912 -X
9/21/2012
7909 N. 142nd E. Ave.
Executive Homes
CW /RS3
$ 165,495
3,009
12- 0913 -X
9/21/2012
8787 E. 117th St. N. #J
A -Max Signs
OM /CS
$ 6,700
125
12- 0914 -S
9/24/2012
10543 N. 120th E. Ave.
Simmons Homes
BBP /RS3
$ 159,005
2,891
12- 0916 -X
9/24/2012
15308 E. 110th St. N.
Capital Homes
LVIV /RS3
$ 84,970
1,723
12- 0917 -X
9/25/2012
12017 E. 105th Ct. N.
Simmons Homes
BBP /RS3
$ 148,500
2,170
12- 0918 -X
9/27/2012
9500 N. 96th E. PI.
Executive Homes
LBR /RS3
$ 151,000
2,898
12- 0919 -X
9/27/2012
8787 N. Owasso Expressway
Randy Myers
OW /CS
$ 10,000
9,152
12- 0920 -C
9/27/2012
10017 E. 95th St. N.
Pools Plus
FWIV/RS3
$ 25,000
400
12- 0921 -P
9/27/2012
12 Single Family
$ 1,703,180
30,754 SgFt
1 Residential Remodel
$ 25,000
285 SgFt
3 Commercial Remodel
$ 6,105,000
54,269 SgFt
2 Signs
$ 11,000
155 SgFt
2 Pool
$ 63,000
1,070 SgFt
20 Total Building Permits
$ 7,907,180
86,533 SgFt
CuhY Of OwVs50- 122 N. Mai*v Sfi Ow*45o -, OK 74056
OCCUPANCY PERMITS
NAME ADDRESS APPLICATION OPENING COMPLETE
DATE DATE
SEPTEMBER 2012
Halloween Express
11680 E 86 St N
9/3/2012
9/3/2012
Yes
Taco Bueno
13502 E 116 St N
6/14/2012
10/9/2012
Yes
Memory Lane Tea House
209 N Main St
3/412012
9/26/2012
Yes
Eye Mart
9021 N 121 E Ave
9/10/2012
9/28/2012
Yes
AUGUST 2012
JULY 2012
AT &T 7707 N Owasso Exp #7 7/1/2012 7/3/2012 Yes
Boyd Dentistry 8415 N 125 E Ave 11/15/2011 7/20/2012 Yes
JUNE 2012
The Copper Kiln 122 S Main St 6/1/2012 6/29/2012 Yes
MAY 2012
APRIL 2012
8355 N. Owasso Expy
12/1/2011
12/1/2011
Yes
Luna De Noche
9500 N 129 E Ave #130
4/5/2012
4/12/2012
Yes
Golden Dragon Taekwondo 13720 E 86 St N
4/5/2012
4/9/2012
Yes
Blue Phoenix
9500 N 129 E Ave #
4/10/2012
4/26/2012
Yes
MARCH 2012
Creative Clips
12711 E. 86 PI. N. #108
11/15/2011
11/30/2011
Duffy's
11610 E 86 St N
3/5/2012
3/10/2012
Yes
Life Church
14008 E 96 St N
5/2/2011
313/2012
Yes
Edward Jones
9540 N Garnett
1/22/2012
3/22/2012
Yes
Dayana's Hair Salon
11622 E 86 St N
3/2/2012
3/20/2012
Yes
Iglesia Pentecostal
12111 N Garnett
3/22/2012
3/22/2012
Yes
Idol Nails & Spa
12412 E 86 St N
3/14/2012
3/17/2012
Yes
FEBRUARY 2012
Pet Hotel
8355 N. Owasso Exp.
2/1/2012
213/2012
Yes
Green Hill Funeral Home
9901 N. Owasso Exp.
2/6/2012
2/16/2012
Yes
Akira Sushi Bar
9455 N Owasso Exp. #E
1/15/2012
2/10/2012
Yes
Family Animal Medicine
9200 N. Garnett
2/22/2012
2/22/2012
Yes
Owasso Medical Campus
12455 N. 100 E. Ave. #300
2/29/2012
2/29/2012
Yes
JANUARY 2012
DECEMBER 2011
Dog Daycare & Kennel
8355 N. Owasso Expy
12/1/2011
12/1/2011
Yes
NOVEMBER 2011
Ma's Cafd
11691 N. Garnett Rd.
11/14/2011
11/14/2011
Yes
Boomarang Diner
13720 E. 86 St. N. #190
11/16/2011
11/16/2011
Yes
Creative Clips
12711 E. 86 PI. N. #108
11/15/2011
11/30/2011
Yes
OCTOBER 2011
O'Reilly Auto Parts
13318 E. 116th St. N.
10/31/2011
10/31/2011
Yes
Top Cut
12409 E. 96th E. Ave.
10/31/2011
10/31/2011
Yes
PROJECT STATUS REPORT
City of Owasso Public Works Department
October 5, 2012
E. 86th Street North Widening (from Main Street to N. Memorial Drive)
- Funding for the construction of this project is a result of a "matching grant "; 80% ODOT
funding and 20% City funding.
- ODOT awarded the contract to BECCO of Tulsa, Oklahoma in the amount of $6.9 million.
- Public Meeting was held on March 15, 2012 @ 6:30 pm at the Bailey Ranch Golf Course. 8
citizens attended, as well as representatives from ODOT, Tulsa County and BECCO.
- Official construction time began April 2, 2012.
- Phase I Road Improvements - Memorial to Mingo - April 2, 2012 to August 1, 2012.
- Phase II Road Improvements - Mingo to Main Street - August 1, 2012 to November 4,
2012.
- Work is progressing on both phases of the roadway. Completion of the bridge between
Memorial and Mingo (west phase) is expected by October 19th 2012. In addition, the
installation of curb and guttering on the west phase is approximately 70% complete with
asphalt installation beginning sometime next week. Staff anticipates partial opening of
the west phase by the end of October.
In reference to the east phase, the leveling of the roadway and sub -base preparation is
approximately 70% complete. Additionally, the large stormwater structure is
approximately 50% complete. Staff anticipates the roadway preparation and stormwater
improvements to be complete by the end of October with the new concrete roadway
being installed soon after.
E. 106TH Street North and Garnett Road Intersection Improvement Project
- A $750,000 grant from ODOT was approved February 2009.
- On March 24, 2009, Council awarded an engineering design contract to PSA Dewberry.
- Utility relocations are complete.
- On September 13th, the INCOG Board of Directors approved this project to receive STP
funds in 2016. In October 2012, INCOG will make a formal request to amend the TIP
which will allow this project to receive funds in 2012. If approved, ODOT and city staff will
work diligently to have this project out to bid by late fall of this year.
Santa Fe Lift Station and Force Main Improvements
- February 2010, City Council awarded an engineering agreement in the amount of
$145,874 to Greely and Hansen Engineering.
- November 2011, OPWA Trustees awarded a construction contract to W.N. Couch in the
amount of $2,636,700. The project is now scheduled to be complete in October 2012.
- Footings have been poured for the electrical building and the wet well forms are in place
for the contractor to pour the top section. Back filling is complete around the structure
and anticipated completion is now in mid November.
Three Lakes Stormwater Channel Improvements
- Project includes widening and shaping of the north /south channel east of US Hwy 169,
from to 83rd Street North southward to the end of the existing concrete channel.
- The engineering design is being performed by the City of Owasso's Engineering Division.
Currently, the design is 90% complete.
- In April 2012, AT&T mobilized and completed the relocation of their utility.
- Project advertised the Week on October 1, 2012 with bid opening in early November
2012. Construction is expected to begin in early December with completion scheduled
by May 2013.
East 106th Street North Water Improvements
- Project includes extending 12" water line from 106th Street North /N. 110th East Avenue to
106th Street North and Mingo Road.
- The engineering design was performed by the City of Owasso's Engineering Division.
Currently, the design is 100% complete.
- City crews have installed approximately 800 linear feet of water line. This project is
approximately 207o complete.
E. 76th Street North Wideninq_(from U.S. Hwy] 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. This phase of the project is targeted for federal assistance in
FY 2014 or sooner, depending on funding availability.
- 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. This phase of the project will be targeted for federal assistance in FY 2015 or sooner,
depending on funding availability.
- 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 and Transportation Policy Committees.
- In April 2012, the recommendation was submitted to the INCOG Board of Directors for
consideration and approval. The project was approved by the members.
- Engineers are currently reviewing 26 qualification statements. Staff anticipates this
process being complete by next week.
Ranch Creek Sanitary Sewer Improvements
- May 2012, City Council awarded an engineering agreement in the amount of $175,000
to Kellogg Engineering INC.
- The design is approximately 10% complete with completion expected in June 2013.
- Staff is working with the Larkin Bailey Trust on gaining access to their property adjacent to
the railroad between 76th Street North and 86th Street North to determine the feasibility of
a potential alignment along the railroad property.
- Staff has been granted permission by the Larkin Bailey Trust to enter property and clear
right -of -way for the survey crews. Clearing will begin the first week of September.
• Garnett Widening (from E. 96th Street North to E. 106th Street North)
- Staff is currently interviewing firms for the engineering selection. Staff anticipates having
an agreement in -hand for Council review at the October City Council worksession.
FY 2012 -2013 Street Rehabilitation Project
- May 2012, City Council approved the FY 2012 -2013 project list.
- July 2012, City Council approved the Inter -local Agreement between City of Owasso
and Tulsa County.
- Engineering Division is approximately 95% complete with design and bid specifications.
- Staff anticipates bid advertisement in early September with bid opening in early
October. Construction is expected to commence in November with Final Completion in
April 2013, weather permitting.
- Project is currently in the bidding process. A mandatory Pre -bid was held on September
25, 2012 with the bid opening scheduled for October 5, 2012.
Ay r
TO: THE HONORABLE CHAIR AND TRUSTEES
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
FROM: CHELSEA M.E. HARKINS
DIRECTOR OF ECONOMIC DEVELOPMENT
SUBJECT: DIRECTOR'S REPORT
DATE: October 11, 2012
RETAIL & SERVICE DEVELOPMENT UPDATE
• Christian Brothers Automotive construction progresses south of 96 Street N on Garnett
Road.
• Memory Lane Tea House opened at 209 N Main Street.
• Construction progresses on the Coney Islander /Little Caesar's Pizza building adjacent, to
the west of Bank of the Lakes on 86th Street N. These businesses hope to open by the end
of month.
• The second Taco Bueno location has opened on 11 6th Street N.
• Halloween Express returns for the month but in a different location. This year it is located
in the former Drug Warehouse location at 11680 E 86th Street N.
HEALTH CARE UPDATE
• Senior Suites, a full service nursing facility is under construction on land to the south of the
St. John Owasso medical campus.