HomeMy WebLinkAbout2007.09.11_City Council Agenda_SpecialPUBLIC NOTICE OF THE MEETING OF THE
OWASSO CITY COUNCIL
TYPE OF MEETING
DATE
TIME
PLACE
Special
September 11, 2007
6:00 p.m.
Old Central Building
109 N. Birch
Notice and agenda filed in the office of the City Clerk and posted on the City Hall bulletin board
at 5:00 PM on Friday, September 7, 2007. 1 y
Juliann M. Stevens, Dep ty City Clerk
AGENDA
1. Call to Order
Mayor Stephen Cataudella
2. Discussion of Community Development Items
Mr. Wiles
Attachment # 2
A. Requests for Annexation (1)
B. Requests for Rezoning (1)
3. Discussion relating to Fire Department Items
Mr. Clark
Attachment #3
A. Grant Application (SAFER)
B. Proposed purchase of an Ambulance
4. Discussion relating to Parks Department Items
Mr. Warren
Attachment #4
A. Bids received for the construction of a ball field
B. Bids received for the installation of ball field lights
SAAgendas \Council Work Session\2007 \0911 doe
Owasso City Council
September 11, 2007
Page 2
5. Discussion relating to City Manager Items
Mr. Ray
Attachment # 5
A. Appointments to various Boards and Commissions
(memo attached)
B. Pelivan Transit Pilot Program, a proposed demand response transportation service
(memo to be provided at the meeting)
C. Proposed Lease Agreement between the City of Owasso and Kourtis Realty
(memo attached)
D. Proposed Ordinance relating to the N. Garnett Road Regional Detention Facility
(memo attached)
E. City Manager Report
6. Report from City Councilors.
7. General discussion of the annual evaluation process for the City Manager position.
8. Consideration and appropriate action relating to a request for an executive session for the
purpose of discussing personnel matters relating to the office of the City Manager, such
executive session provided for in O.S. 25, Section 307(B)(1).
Mayor Cataudella
9. Adjournment.
SAAgendaACouncil Work Session\2007 \091 Ldoc
MEMORANDUM
TO: THE HONORABLE MAYOR AND COUNCIL
CITY OF OWASSO
FROM: CHIP MCCULLEY
CITY PLANNER
SUBJECT: REQUEST FOR ANNEXATION — (OA- 07 -05)
DATE: September 6, 2007
BACKGROUND:
The City of Owasso has received request to review and approve the annexation and rezoning of
approximately 76.37 acres, located south of East 860' Street North, approximately '/4 mile west of N.
Memorial Road.
EXISTING LAND USE:
Large Lot Residential / Agriculture
SURROUNDING LAND USE:
North: Large Lot Residential / Agriculture
South: Large Lot Residential / Agriculture
East: Large Lot Residential / Agriculture
West: Large Lot Residential / Agriculture
PRESENT ZONING:
AG (Agriculture District) Tulsa County
DEVELOPMENT PROCESS:
The first step in the development of a piece of property in Owasso is annexation. Annexation is
the method whereby land located outside the City limits is made a part of the City. Property
owners and land developers sometimes choose to have their property annexed into Owasso in
order to receive Owasso municipal services, such as police and fire protection, refuse collection,
and sanitary sewer.
The second step in the development of a piece of property in Owasso is rezoning. In order to
develop the property the land must be zoned for particular kinds of uses, such as residential,
office, commercial, or industrial. Rezoning decisions are made in accordance with the growth
policy displayed in the Owasso Master Plan.
The third step in the development of a piece of property in Owasso is platting. A preliminary
plat is required for any development that proposes to divide land into two or more lots.
Preliminary plats illustrate the development concept for the property, and are often modified
significantly after being reviewed by the Technical Advisory Committee (TAC), and the Owasso
Planning Commission. Sometimes, difficult development issues such as existing utility lines,
wells, or easements are brought to light at the preliminary plat stage and must be remedied prior
to development.
ANNEXATION REVIEW PROCESS:
The annexation process is initiated when a property owner submits a petition to the City of
Owasso requesting that the City bring the property into the City limits.
The applicant must submit as part of the request a signed petition requesting the annexation, an
accurate legal description and map of the property being requested for annexation, and a certified
300' radius report so that staff may send legal notices to surrounding property owners. Upon
receipt of all appropriate materials, the staff initiates the review process which begins with a
thorough analysis of the request.
The annexation request is then presented to the Owasso Annexation Committee for review and
recommendation. The Annexation Committee is made up of staff, elected officials, and citizens.
The Committee reviews the petition for compliance with the Annexation Policy and establishes a
recommendation to the Owasso Planning Commission.
The Owasso Planning Commission holds a public hearing to determine if the property is
compliant with the Owasso Annexation Policy and establishes a recommendation to the Owasso
City Council.
The Owasso City Council will make the final determination to annex the property or refuse
annexation. If the property is annexed into the City limits, an ordinance officially declaring the
annexation is written and adopted by the City Council. Once adopted, the ordinance is circulated
to the appropriate regional and national agencies for recording and altering maps.
ANALYSIS:
The applicant is requesting to annex approximately 76.37 acres, located south of East 86`h Street
North, approximately `/4 mile west of N. Memorial Road. It is the applicant's intent to develop the
property for residential single - family use. Therefore, this application is in conjunction with a
rezoning request of RS -3 (Residential Single - Family). The preliminary plat for the property is
expected to be submitted to the Planning Commission in the near future.
This item was heard by the Owasso Planning Commission in August 2007. There were citizens
present at the August meeting requesting the Commission to reconsider the proposed zoning and
lot sizes. The Commission voted to table the annexation and rezoning request due to a lack of
representation by the owner /applicant. The item has been placed on the Monday, September 10,
2007 Planning Commission agenda. City staff will present the recommendation of the Planning
Commission at the Council work session on Tuesday, September 11, 2007.
Staff published legal notice of the annexation petition in the Owasso Reporter and letters of
notification were mailed to property owners within a 300' radius.
ANNEXATION COMMITTEE:
The Owasso Annexation Committee reviewed the request at its meeting on July 25, 2007. At
that meeting, the committee unanimously recommended approval of the annexation.
RECOMMENDATION:
Staff intends to recommend approval of the request for annexation.
ATTACHMENTS:
1. General Area Map
Owasso Community
Development Department
111 N. Main St.
Owasso, OK 74055
918.376.1500
918.376.1597
www.cityofowasso.com
W"
OA 07 -05
FS-9
MEMORANDUM
TO: THE HONORABLE MAYOR AND COUNCIL
CITY OF OWASSO
FROM: CHIP MCCULLEY
CITY PLANNER
SUBJECT: REQUEST FOR REZONING (OZ 07 -06)
DATE: September 6, 2007
BACKGROUND:
The City of Owasso has received a request to review and approve the rezoning of Lot 1, Block 1,
Sherrill Estates from RS -3 (Residential) to OM (Office Medium), located at 102 West 11th
Street North. A general area map has been attached for your review.
EXISTING LAND USE:
Residential
SURROUNDING LAND USE:
North: Commercial
South: Residential
East: Residential
West: Residential
PRESENT ZONING:
RS -3 (Residential)
DEVELOPMENT PROCESS:
The first step in the development of a piece of property in Owasso is annexation. Annexation is
the method whereby land located outside the City limits is made a part of the City. Property
owners and land developers sometimes choose to have their property annexed into Owasso in
order to receive Owasso municipal services, such as police and fire protection, refuse collection,
and sanitary sewer.
The second step in the development of a piece of property in Owasso is rezoning. In order to
develop the property the land must be zoned for particular kinds of uses, such as residential,
office, commercial, or industrial. Rezoning decisions are made in accordance with the growth
policy displayed in the Owasso Master Plan. Specific development concerns, such as drainage,
traffic, water /wastewater services, and stormwater detention are not able to be considered at the
zoning stage of the development process.
The third step in the development of a piece of property in Owasso is platting. A preliminary
plat is required for any development that proposes to divide land into two or more lots.
Preliminary plats illustrate the development concept for the property, and are often modified
significantly after being reviewed by the Technical Advisory Committee (TAC), and the Owasso
Planning Commission. Sometimes, difficult development issues such as existing utility lines,
wells, or easements are brought to light at the preliminary plat stage and must be remedied prior
to development.
After the preliminary plat has been reviewed by the City and various utility companies,
construction plans for the development's infrastructure are typically submitted. These plans
include specifications and drawings for stormwater drainage, streets and grading and erosion
control, waterlines, stormwater detention, and wastewater lines. Often, approval is required of
other agencies, such as the Department of Environmental Quality for wastewater collection and
the US Army Corps of Engineers for properties that may be development sensitive.
Once the property development proposal shows a division of lots that is acceptable to both the
developer and the City of Owasso, a final plat application is submitted. A final plat illustrates
the layout and dimension of lots included on the final plat, right -of -way widths, easements, and
other physical characteristics that must be provided for review by the City. After obtaining
approval from the TAC and Planning Commission, the final plat is considered by the City
Council. If approved, the final plat is filed with the office of the County Clerk and governs all
future development on that property.
ANALYSIS:
The applicant is requesting to rezone one lot located directly south of Sokolosky Medical Clinic
at 102 West 11th Street North, from RS -3 (Residential) to OM (Office Medium). It is the
applicant's intent to use the property as a real estate office. The staff is currently reviewing and
updating the Owasso 2025 Land Use Master Plan. This zoning change is in compliance with the
proposed update to the plan. Letters were mailed to surrounding property owners and the legal
advertisement was published in the Owasso Reporter. Any new construction or expansion will be
required to follow the guidelines set forth by the Owasso zoning code and will require site plan
approval and a building permit.
RECOMMENDATION:
Staff intends to recommend approval of OZ 07 -06.
ATTACHMENTS:
1. General Area Map
Owasso community
Development Department
111 N. Main St.
Owasso, OK 74055
918.376. 1500
918.376.1597
www.cityofowasso.com
86th STREET N
ST N
10 ST N
W 9 ST N
OZ 07 -06
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MEMORANDUM
TO: THE HONORABLE MAYOR AND COUNCIL
CITY OF OWASSO
FROM: BRADD K. CLARK
FIRE CHIEF
SUBJECT: SAFER GRANT APPLICATION
DATE: September 7, 2007
BACKGROUND:
The Fire Department has applied for the Department of Homeland Security Staffing for
Adequate Fire and Emergency Response (SAFER) Grant Program. The application is for
funding for career firefighter positions within the Owasso Fire Department.
SAFER GRANT PROCESS:
Fire departments are able to request grant monies under two broad categories in the
Staffing for Adequate Fire and Emergency Response (SAFER) Grant Program: hiring of
career firefighters and recruitment and retention of volunteer firefighters. The Owasso
Fire Department proposes the funding of six (6) additional firefighters which will
complete the hiring process for Fire Station No. 3, as well as ensure adequate staffing
levels for the two current fire stations.
Created by Congress in 2003, the SAFER Grants are meant to help communities with
career, volunteer and combination fire departments to "meet industry minimum standards
and attain 24 -hour staffing to provide adequate protection from fire and fire- related
hazards, and to fulfill traditional missions of fire departments that antedate the creation of
the Department of Homeland Security."
GRANT FUNDING:
The SAFER program funds firefighter positions not currently budgeted at the following
rate per awarded firefighter:
Year 1:
66% of the actual cost,
Year 2:
54% of the actual cost,
Year 3:
31% of the actual cost
Year 4:
17% of the actual cost
Year 5:
no federal funding.
Should the grant be awarded, the City's estimated cost would be as follows:
Year 1: $118,338
Year 2: $171,342
Year 3: $277,139
Year 4: $359,918
Year 5: $470,781
The total grant funds to be received would be $632,550. Over the grant period, the City's
share would be $1,397,518.
One of the central goals of SAFER is to better prepare fire departments in responding to
emergencies. To this end, the Owasso Fire Department's grant application will provide
the staffing necessary to protect the City of Owasso and surrounding area out of the
City's three fire stations (as of November, 2007). Additional staffing after this grant
opportunity will be dependent upon the construction of Fire Station No. 4 in two to three
years.
RECOMMENDATION:
If the City of Owasso is a recipient of the grant, an action item will be placed on the City
Council Agenda at that time.
MEMORANDUM
TO: THE HONORABLE MAYOR AND COUNCIL
CITY OF OWASSO
FROM: BRADD K. CLARK
FIRE CHIEF
SUBJECT: AMBULANCE PURCHASE
DATE: September 5, 2007
BACKGROUND:
The Fiscal Year 2007 -2008 ambulance capital budget provides funding for the purchase
of an ambulance. The current fleet includes two front line ambulances, and two
ambulances in reserve. One of the reserve ambulances is 10 years old, and is best utilized
as a reserve apparatus based upon its mechanical reliability. The remaining reserve
ambulance is scheduled to be refurbished and remounted on a new chassis later this
calendar year, and was awarded by City Council in December, 2006. The chassis for this
remount project was ordered on December 28, 2006 and has a scheduled build date of
October 8, 2007. In short, it has taken approximately 11 months from the order date
before the chassis is ready for delivery to the vendor who will then refurbish the reserve
nmhiilnnrP
In January, the fire department formed an apparatus need analysis team whose mission
was to evaluate the existing and future needs of Owasso Fire Department apparatus. The
long -term plan of refurbishing the ambulances and remounting the existing ambulance
modules on new chassis was determined to remain a valid approach in terms of efficiency
and fiscal responsibility. The growth of the fire department and the necessity to increase
the fleet of ambulances has created a need to add an additional ambulance. Additionally,
it was determined the additional ambulance should be purchased before the fire
department operates three fire stations. Each fire station would need a front line reliable
apparatus. A variety of possibilities have been explored, and the best solution to ensure
the reliability of the ambulance fleet is to purchase an existing ambulance, versus waiting
for the prolonged build time associated with custom apparatus.
The proposed purchase plan includes writing a Request for Proposal for the ambulance
and advertising to a variety of vendors. It is proposed that the specifications allow for
demonstration ambulances, as long as they have not been used to transport patients, have
less than 25,000 original miles, and be a Type III ambulance body style. The vendor
shall also be required to deliver the ambulance within 30 days. It is believed that
ambulances previously used to transport patients will not provide a reliable apparatus the
fire department believes is necessary to ensure a high level of service to Owasso.
FI TNnINf_-
The FY 2007 -2008 budget includes funds in the amount of $150,000 for this project,
which includes many of the equipment items required to place the ambulance in service.
RECOMMENDATION:
After the competitive bidding process, a recommendation will be brought to the Council
for approval.
MEMORANDUM
TO: THE HONORABLE MAYOR AND COUNCIL
CITY OF OWASSO
FROM: DAVID WARREN
PARKS DIRECTOR
SUBJECT: BID AWARD
SPORTS PARK BALLFIELD
DATE: September 6, 2007
BACKGROUND:
The FY 2007 -08 Budget included funding for several different capital improvement
projects throughout the City of Owasso. These projects received their funding as a result
of the City's third penny sales tax election in the fall of 2003. Included in that project list
was funding to provide improvements to the new Sports Park land.
In August, the Parks Department began the process of advertising for bids in order to
provide for the first ball field. The bid packet was developed with a base bid
specification. The base bid included the installation of a ball field at the new Sports Park,
along with associated dirt work, fence and gate installation, and sod.
All bids were to be received by September 5, 2007 at 2:00 PM. A total of nine bid
packets were obtained following the advertisement and a total of four bids were
submitted. A copy of the bid tally sheet is attached for your information and review.
A review of the bids submitted indicates that all bids received were in compliance with
bid specifications. Staff is prepared to recommend the award of the ball field to FIT
Construction, L.L.C. of Tulsa, Oklahoma as they were the qualifying low bidder at
$286,394.50. While FIT Construction has not previously performed bid work for the
City of Owasso in the past, FIT Construction was recently awarded the Three Lakes Dam
Project and staff received a satisfactory reply regarding their references.
FUNDING:
Funds for the ball field improvements were included within the Capital Improvements
Fund.
Bid Award — Sports Park Ball Field
September 11, 2007
Page 2 of 2
RECOMMENDATION:
Unless concerns are expressed by the City Council, staff intends to recommend Council
award the contract for the ball field construction at the Sports Park to FIT Construction
for the amount of $286,394.50 at the September 18, 2007 regular meeting. If awarded,
the construction time line for this project is 90 days.
ATTACHMENTS:
1. Bid tally Sheet
2. Advertisement for Bids
3. Map of Project Area
CITY OF OWASSO, OKLAHOMA
SPORTS PARK SOUTH FIELD #1
Bid Opening: September 5, 2007
2:00 p.m.
Number of Bids: 4
Bids Opened By: Marcia Boutwell
Witness: David Warren
Robert Bird
BIDDER
TOTAL BASE BID
F.I.T. Construction, LLC, Tulsa, OK
$286,394.50
Mangum Construction, Inc, Broken Arrow, OK
$338,000.00
Jones Plan Inc, Tulsa, OK
$402,956.90
Tri-Star Construction, LLC, Claremore, OK
$439,814.98
Certification:
I, Marcia Boutwell, Contract Administrator, do hereby certify that, to the best of my knowledge, this Bid
Documentation is true and correct.
Signature: ls/ Marcia Boutwell
Date: Sept 5, 2007
Sep 06 07 12:54p Special Projects 918 -272 -4966 p.2
PUBLISHER'S AFFIDAVIT
CONSTRUCT 375' BALL FIELD, ETC
PUBLICATION DATE(S)
08/07/07,08/14/07
CASE NUMBER: CONSTRUCT 375' BALL
FIELD, ETC
INVOICE NO: 00037286
LEGAL NOTICE
STATE OF OKLAHOMA
COUNTY OF Tulsa SS
1, of lawful age, being duly sworn, am a legal representative of
Owasso Reporter of Owasso, Oklahoma, a daily newspaper of
general circulation in Tulsa, Oklahoma, a newspaper qualified
to publish legal notices, advertisements and publications as
provided in Section 106 of Title 25, Oklahoma Statutes 1971
and 1982 as amended, and thereafter, and complies with all
other requirements of the laws of Oklahoma with reference to
legal publications. That said notice, a true copy of which is
attached hereto was published in the regular edition of said
newspaper during the period and time of publication and not in
a supplement, on the ABOVE LISTED DATE(S)
f G�
Representative Signature
Subscribed to and sworn to me this 15th day of August, 2007.
7
Notary Public
NAP WY CAROL MOORE
My commission number: 06011684
My commission expires: December 8, 2010
Customer #: 00000779
Customer: CITY OF OWASSO
Publisher's Fee: 53.36 NANCYCAR MOORE
Notar
`'- y hft • Slate d Ofti ma
i mm Coady
My C9mmkdm BON December 8, 2010
Corm bdon # 06011684
37296
Published in the Owasso Reporter, Owasso, Tulsa County.
Oklahoma, August 7 & 14, 2007.
NOTICE TO BIDDERS
Sealed Bids for LIGHTING OF THE 375' BALL FIELD AT THE
OWASSO SPORTS PARK SOUTH will be received by the City of
Owasso at the Owasso City Hall, 111 North Main, PO Box 180.
Owasso, Oklahoma 741155 until 2:30 pm. on the 51h day of
September, 2007, and then at said City Hall publicly opened and
read aloud. Said improvements shall include all items in the specifi-
cations. A MANDATORY pre -bid conference will be fold at 2:00 p.m.
on August 27, 2007 at Owasso City Hall. A failure to attend the
mandatory pre -bid conference will disqualify the bidder from bidding
on the project.
Further information regarding specifications and bidding documents
can be obtained by contacting the Director of Parks at 371.7975 dur-
ing regular working hours.
Copies of the Contract Documents may be purchased at Owasso
City Halt upon payment of Twenty Dollars ($20.00) for each set.
which is the cost of reproduction and will NOT be refunded.
Is/ Marcia Boutwell
Marcia Boutwell, Contract Administrator
August 7, 2007
MEMORANDUM
TO: THE HONORABLE MAYOR AND COUNCIL
CITY OF OWASSO
FROM: DAVID WARREN
PARKS DIRECTOR
SUBJECT: BID AWARD
SPORTS PARK BALL FIELD LIGHTS
DATE: SEPTEMBER 6, 2007
BACK GROUND:
The FY 2007 -08 Budget included funding for several different capital improvement
projects throughout the City of Owasso. These projects received their funding as a result
of the City's third penny sales tax election in the fall of 2003. Included in that project list
was funding to provide improvements to the new Sports Park land.
In August, the Parks Department began the process of advertising for bids in order to
provide for the ball field lights. The bid packet was developed with a base bid
specification. The base bid included the installation of a ball field lights at the new
Sports Park.
All bids were to be received by September 5, 2007 at 2:00 PM. A total of six bid packets
were obtained following advertisement and a total of four bids were submitted. A copy
of the bid tally sheet is attached for your information and review.
A review of the bids submitted indicates that all bids received were in compliance with
specifications. Staff is prepared to recommend the award of the ball field lights to
Shawnee Electric Systems as they were the qualifying low bidder at $159,496. Shawnee
Electric Systems has completed work for the City of Owasso in the past and staff is
satisfied with their performance.
FUNDING:
Funds for the ball field lighting improvements were included within the Capital
Improvements Fund.
Bid Award — Sports Park Ball Field Lighting
September 11, 2007
Page 2 of 2
RECOMMENDATION:
Unless there are concerns expressed by the Council, staff is prepared to recommend
award of the ball field lighting project to Shawnee Electric Systems of Shawnee,
Oklahoma for the amount of $159,496. If awarded the construction timeline for this
project is 60 days.
ATTACHMENTS:
1. Bid tally Sheet
2. Advertisement for Bids
3. Map of Project Area
CITY OF OWASSO, OKLAHOMA
SPORTS PARK SOUTH FIELD #1 LIGHTING
Bid Opening: September 5, 2007
2:30 p.m.
Number of Bids: 4
Bids Opened By: Marcia Boutwell
Witness: David Warren
Robert Bird
BIDDER
TOTAL BASE BID
Shawnee Electric, Shawnee, OK
$159,496.00
Wise Electric, Owasso, OK
$174,400.00
K C Electric, Enid, OK
$178,304.00
Ridgeland Enterprises, Clarkridge, AR
$187,268.00
Certification:
I, Marcia Boutwell, Contract Administrator, do hereby certify that, to the best of my knowledge, this Bid
Documentation is true and correct.
Signature: /s/ Marcia Boutwell
Date: Sept 5, 2007
Sep 06 07 12:54p Special Projects 918 -272 -4966 p.3
PUBLISHER'S AFFIDAVIT
LIGHTING @ BALL FIELDISPORTS PARK
PUBLICATION DATE(S)
08/07/07, 08/14/07
CASE NUMBER: LIGHTING @ BALL
FIELDISPORTS
INVOICE NO: 00037285
LEGAL NOTICE
STATE OF OKLAHOMA
COUNTY OF Tulsa I SS
1, of lawful age, being duly sworn, am a legal representative of
Owasso Reporter of Owasso, Oklahoma, a daily newspaper of
general circulation in Tulsa, Oklahoma, a newspaper qualified
to publish legal notices, advertisements and publications as
provided in Section 106 of Title 25, Oklahoma Statutes 1971
and 1982 as amended, and thereafter, and complies with all
other requirements of the laws of Oklahoma with reference to
legal publications. That said notice, a true copy of which is
attached hereto was published in the regular edition of said
newspaper during the period and time of publication and not in
a supplement, on the ABOVE LISTED DATE(S)
Representative Signature
Subscribed to and sworn to me this 15th day of August, 2007.
Notary Public !1,212
NAN Y CAROL MOORE
My commission number: 06011684
My commission expires: December 8, 2010
Customer #: 00000779
Customer: CITY OF OWASSO
Publisher's Fee: 54.81 :.
=010iftm NOW Y pMy Cortuntss Co
37285
Published in the Owasso Reporter, Owasso Tulsa County,
Oklahoma. August 7 & 14. 2007.
NOTICE TO BIDDERS
Scaled Bids ter the construction of o 375' BALL FIELD AND ALL
APPURTENANCES THERETO AT THE OWASSO SPORTS PARK
SOUTH will be received by the City of Owasso at the Owasso City
Hall, 111 North Main, PO Box 180, Owasso, Oklahoma 74055 until
2:00 p.m. on the 5th day of September, 2007, and then at said City
Hall publicly opened and read aloud. Said improvements shall
include all items in the specifications. A MANDATORY pro-bid corn
Terence will be held at 2:00 p.m. on August 27, 2007 at Owasso City
Hali. A failure to attend the mandatory pre -bid conference will dis-
qualify the bidder from bidding on the project.
Further information regarding specifications and bidding documents
can be obtained by contacting the Director of Parks at 371.7975 dur-
ing regular working hours.
Copies of the Contract Documents may be purchased at Owasso
City Hail upon payment of Thirty Dollars ($30.00) for each set, which
is the cost of reproduction and will NOT be refunded.
/s/ Marcia Boulwell
Marcia Boutwell,
Contract Administrator
August 7, 2007
MEMORANDUM
TO: THE HONORABLE MAYOR AND CITY COUNCIL
CITY OF OWASSO
FROM: RODNEY J. RAY
CITY MANAGER
SUBJECT: APPOINTMENTS TO VARIOUS BOARDS AND COMMISSIONS
DATE: September 6, 2007
BACKGROUND:
Pursuant to authority contained in Article 2, Section 2 -4, subsection (e) of the Charter of the City
of Owasso, the City Council has established rules and procedures that provide, generally, for the
Mayor to appoint members to various boards, commissions, trusts, and committees; such
appointments subject to confirmation by the City Council.
In order to continue citizen participation on these committees, there are three appointments to
various positions that require discussion and action by the City Council as a result of vacancies
created. The purpose of this memorandum is to provide you with background information of the
various Boards and Commissions in need of discussion. Please note that the Council's past
practice has been to conduct discussion with a subsequent nomination by the Mayor who then
seeks City council confirmation of those nominations. Those positions currently vacant are:
• Audit Committee (Business Person)
• Owasso Sales Tax Watchdog Committee (Citizen at Large)
• Tulsa County Vision 2025 Sales Tax Overview Committee
AUDIT COMMITTEE:
On August 15, 2006, the City Council approved Ordinance No. 872, establishing an Audit
Committee and adopting procedures for the committee to follow. The purpose of this audit
committee is to assist in overseeing the annual audit of financial statements, ensure the person or
organization completing the audit is independent of city staff, and address control and
compliance weaknesses.
The Audit Committee is comprised of five (5) voting members to include one (1) City Councilor,
and two (2) non - voting ex- officio members. The current committee is comprised as follows:
Banker: Mr. Dennis Phillips, First Bank of Owasso
Businessperson: Ms. Dorothy Carson, CPA, Kallenberger & Assoc.
Non - practicing CPA: Mr. John Manning, Oneok
Mr. Guy Nightingale, Williams Auditor
City Council: Mayor Stephen Cataudella
The ordinance sets specific qualifications for appointees to the Audit Committee to include (1)
residents must live within the city fence line, or own a business located in the city, or be
employed within the city at the time of the appointment and throughout the incumbency; and, (2)
members must possess knowledge of accounting, auditing and financial reporting and possess
relevant experience such as a corporate officer, auditor, attorney or professional consultant to
business, government or organizations. Committee members serve three (3) year staggered
terms (with the exception of the appointed City Council member, who shall serve a one (1) year
term).
On August 28, 2007, staff received a resignation letter from Dorothy Carson, the Chairman of
the Committee and "Business Person" representative. Ms. Carson is moving out of the Owasso
fence line, effective September 1, 2007 and therefore must forfeit her position on the committee.
SALES TAX WATCHDOG COMMITTEE:
The Owasso Sales Tax Watchdog Committee was formed following the 2003 tax extension bond
election to maintain strong citizen participation throughout the life of the sales tax and insure
proper use of revenues generated. On April 20, 2004, Council adopted a policy outlining the
requirements for future appointments to the Watchdog Committee. A copy of the policy is
attached for your review. The requirement for the Member at Large position is an individual
who resides within the Owasso fence line and not presently serving in any elective or other
Council appointive position with the City of Owasso.
Mr. Guy Nightingale was appointed to represent one of five Citizen at Large positions. Mr.
Nightingale was appointed to the Audit Committee and therefore must forfeit his seat on the
watchdog committee.
TULSA COUNTY VISION 2025 SALES TAX OVERVIEW COMMITTEE:
The Tulsa County Vision Watchdog Committee is comprised of representatives from all of the
county's cities. The County Commissioners must make the actual appointment; however, they
request each city provide a recommendation for appointment. This committee meets monthly to
review financial and progress reports from the various Vision 2025 projects. Owasso's
representative is Mr. Erick Miller.
Mr. Miller's three year appointment has expired and the committee chairman has requested
Owasso take action to submit a recommendation for appointment. Mr. Erik Miller, a member of
the Owasso Sales Tax Watchdog Committee, has indicated his desire to continue serving on the
Overview Committee. According to the Committee Secretary, Mr. Miller has attended all
scheduled meetings and is active in the discussions held.
TALENT BANK APPLICATIONS:
Attached for your review and discussion are the talent bank applications that have been received
by individuals who are interested in serving their community on the various Boards and
Commissions. It should be noted, that the Audit Committee was not an available option when
these talent bank applications were submitted. The talent bank application has been updated and
this committee is now listed as an option.
ATTACHMENTS:
1. Resignation Letter from Dorothy Carson
2. Audit Committee Member List
3. Sales Tax Watchdog Appointment Policy
4. Sales Tax Watchdog Committee Member List
4. Talent Bank Applications received to date
KALLENBERGER
& ASSOCIATES
Mr. Stephen Cataudella
Mayor, City of Owasso
Owasso, OK 74055
Dear Mayor Cataudella,
An Accountancy Corporation
Certified Public Accountants
Tulsa Exchange Center East
4606 S. Garnett, Suite 402
Tulsa, Oklahoma 74146
Phone 918- 270 -1232
Fax 918- 627 -7420
www.kalacpa.com
Please accept this letter of resignation as member and Chair of the City of
Owasso Audit Committee. It has been an honor to serve on this committee and
to be involved in the creation of it. I no longer meet the requirements to serve on
this committee as my family is moving out of Owasso as of September 1, 2007.
While I regret having to give up my position, it is an exciting time for my family as
we have wanted a new home in the country for some time.
If I am needed to serve until a replacement can be found, I'm perfectly willing to
do so. We are moving outside of Claremore, not very far from Oologah Lake so
I'll still be close by.
Again, it was an honor to be involved in City management; especially since I've
been a resident for such a long time. Good luck in the future.
Sincerely,
Dorothy Carson
OWASSO AUDIT COMMITTEE
FY 2007 -2008
OWASSO, OKLAHOMA
MEMBERS
VACANT — Chair
Term Expires: 06/30/2008
Stephen Cataudella
City Council
10302 E 93rd PL N
Owasso, OK 74055
H) 274 -6823 C) 688 -0177
scataudellagcityofowasso. com
Term Expires: 06/30/2008
STAFF SUPPORT:
Rodney Ray
City Manager
(918) 376 -1502
Guy Nightingale — Secretary
9902 East 93rd Court North
Owasso, OK 74055
Term Expires: 06/30/2009
Dennis Phillips
First Bank of Owasso
8505 N 121" St E Ave
Owasso, OK 74055
W) 272 -8245
dennispgfirstbank.net
Term Expires: 06/30/2010
Angela Hess
Finance Director
(918) 376 -1525
John Manning
ONEOK, Inc.
100 W. 5th Street
Tulsa, OK 74103
Term Expires: 06/30/2008
The purpose of the audit committee is to help oversee the audit of financial statements, ensure
the auditor is independent of management and address control and compliance weaknesses.
Meets at least twice annually at a time and place as called by the chairman. Meetings are
typically conducted in the City Hall Finance conference room. Terms expire on June 30 of each
year; with some members serving by virtue of another office or authority.
SABoards and Committees \Audit Committee \2007.doc
POLICY STATEMENT
OWASSO CITY COUNCIL
CITY OF OWASSO, OKLAHOMA
April 20, 2004
The Sales Tax Watchdog Committee was initially formed as a part of the 1988 Sales Tax
Extension for the purpose of providing a body of representatives from various interest
groups within the Owasso community to monitor the use of the designated third penny of
local sales tax. Individuals from the representative group as well as from at large are
appointed to this committee by the Mayor and confirmed by the City Council. Such
persons are charged with meeting on a regular basis to review the status of capital
improvement projects funded by the third penny sales tax. The passage of Ordinance
Number 763 and 766 by the City Council as well as the subsequent approval of such
ordinances by the qualified electors of the City of Owasso assured a continuation of the
Sales Tax Watchdog Committee and the oversight given by such committee.
In order to ensure the integrity of the composition of the Sales Tax Watchdog Committee,
the City Council of the City of Owasso adopts the following criteria as guidelines for the
future appointments to the Owasso Sales Tax Watchdog Committee.
Each appointee must be a resident within the area defined as the Owasso fenceline
and /or school district (herein referred to as the "service area ") and must not be
presently serving in any elective or other Council appointive position with the City
of Owasso;
2. NEWS MEDIA APPOINTMENTS -An individual who conducts media - related
activities within the service area as their primary career or business;
RETAIL BUSINESS APPOINTMENTS- An individual who operates a retail outlet,
that being a business conducting direct sales to the public within the service
area;
4. SERVICE BUSINESS APPOINTMENTS -An individual who operates a service
business, that being a business providing direct services to the public within the
service area;
EDUCATION APPOINTMENTS -An individual employed by and actively engaged
in an Owasso school, either as an administrator or a teacher, and who resides in the
service area,
6. RECREATION APPOINTMENTS -An individual who is an active member of an
organized group promoting the development of amateur sports and recreation in
the service area;
7. BUILDING INDUSTRY APPOINTMENTS -An individual who is engaged in
real estate improvement consisting of construction and /or development and having
his /her primary business within the service area;
SENIOR CITIZEN APPOINTMENTS -An individual who has attained the age of
60 years or more and who reside within the service area;
9. FINANCIAL APPOINTMENTS -An individual who is an officer or employee of
a financial institution engaging in banking, the brokerage of stocks or bonds, or
other major financial activity within the defined service area; and,
10. MEMBERS AT LARGE APPOINTMENTS -An individual who is a resident within
the Service area.
The Sales Tax Watchdog Committee shall consist of fourteen (14) members selected
from the following,
News Media-------- - - - - -- -One Position
Retail Business----- - - - - -- -Two Positions
Service Business--- - - - - -- -Two Positions
Education----------- - - - - -- -One Position
Recreation---------- - - - - -- -One Position
Building Industry -- - - - - -- -One Position
Senior Citizen------ - - - - -- -One Positions
Financial------------ - - - - -- -One Position
Members at Large-- - - - - -- -Four Positions.
A vacancy in any appointed position is hereby declared to exist upon the occurrence of
any of the following events, to -wit:
1. Any appointee absent from one -half (1/2) of all regular or special meetings in
any twenty -four (24) consecutive month period;
2. Any appointee who moves his /her residence out of the service area; or,
3. Any appointee who is no longer employed or engaged in the category from which
he /she was appointed.
The City Council shall be the sole judge of the qualifications of the appointees. Once a
vacancy has been determined to exist by the City Council, the City Council shall appoint
an individual possessing the requisite qualifications to serve from the respective category
on the Sales Tax Watchdog Committee.
The Sales Tax Watchdog Committee shall meet not less than two (2) times per fiscal
year. Such two regular meetings are hereby set for the fourth Monday of January and the
fourth Monday of July, and thereafter the fourth Mondays in January and July of each
succeeding year thereafter.
Approved this 20th day of April, 2004.
CITY OF OWASSO, OKLAHOMA 2z4.—
Gary oc an, Mayor
Sales Tax Watchdog Committee
Owasso, Oklahoma
News Media (1)
Service Business (2)
Members at Large (5)
Randy Cowling
Bob Buss
7713 N 126th East Ave.
The Owasso Reporter
Charney, Buss & Williams
Owasso, OK 74055
202 East Second Ave
PO Box 240
VACANT
Owasso, OK 74055
Owasso, OK 74055
W) 272 -5338
rbuss@cbwok.com
Senior Citizen (1)
Retail Business (2)
Steve Mowery
Jeff Ferguson
Danny Ewing
Mowery's Funeral Home
8808 N 127th E Avenue
Ewing's Fine Jewelry
10404 N. 143rd East Avenue
Owasso, OK 74055
12317 E 96th St North
Owasso, OK 74055
Cell: 232 -8492
Owasso, OK 74055
272 -2995
Lug son@cyntergyaec.com
moweryfsntulsacoxmail.com
Joe Sparks
Building Industry (1)
Erik Miller
The Lanes at Coffee Creek
Jeff Westerfield
7713 N 126th East Ave.
10301 N. Owasso Expwy.
17015 E 118 St North
Owasso, OK 74055
Owasso, OK 74055
Collinsville, Ok 74021
272 -0964
W) 274 -0400
371 -7961
westerfieldcorpgprodig
Education (1)
Senior Citizen (1)
Matthew Roberts
David Boggs
Bob Barnes
404 North Dogwood
Owasso Public Schools
16150 E 120 St N
Owasso, OK 74055
5116 E 86th Street North
Collinsville, Ok 74021
Owasso, OK 74055
371 -4367
Mark Callery
272 -1327
11609 E 100' St N
boggsd@owasso.kl2.ok.us
Owasso, OK 74055
Recreation (1)
Financial (1)
Staff Support
Donna Pepper
Brenda Snow
Rodney Ray - City Manager
13003 E. 90th Street North
F &M Bank
376 -1502
Owasso, Ok 74055
12041 E 96th Street North
Sherry Bishop - City Treasurer
272 -1485
Owasso, OK 74055
376 -1525
donnanennera,,cox.net
748 -7141
bsnowgfmbanktul sa. com
This committee was formed following the 2003 tax extension bond election for the purpose of
maintaining a strong citizen participation effort throughout the life of the sales tax extension and
to insure the proper use of revenues generated. The committee meets on the second Monday of
January and July. Members are appointed for the life of the sales tax extension or until
resignation or events cause a termination as defined in the committee policy.
MEMORANDUM
TO: HONORABLE MAYOR AND COUNCIL
CITY OF OWASSO
FROM: ERIC WILES
COMMUNITY DEVELOPMENT DIRECTOR
SUBJECT: PELIVAN TRANSIT PILOT PROGRAM
DATE: September 6, 2007
BACKGROUND:
Following the August 14, 2007 worksession discussion regarding the Pelivan Transit
Pilot Program ( a demand response transportation service operated by the Grand Gateway
Economic Development Association), the city staff conducted a follow -up meeting on
Thursday, September 6, 2007 with representatives from Pelivan Transit to finalize
information necessary to bring to the City Council for further discussion at the September
worksession.
Following a complete staff review of the new information received, a thorough report
relating to the pilot program will be presented to the Council at the workession.
However, the staff would like to relay some information received regarding the funding
of the pilot program.
As you may recall, Pelivan Transit received a federal grant in the amount of $150,805
that would enable the organization to offer the transportation services in the Owasso area
using two new six - passenger minivans. While this grant would cover the majority of
costs for services, a local match requirement in the amount of $84,925 would be
necessary to complete the funding for the first -year cost of service. During the August
worksession, other funding options (such as other grant monies and local business
contributions) were discussed; however no firm commitments had been received.
At Thursday's meeting, Pelivan Transit representatives confirmed the pilot program has
received an additional $37,950 from the Oklahoma State Revolving Fund and a
commitment from the Baptist Retirement Village in the amount of $26,000. With these
additional funding sources, the remaining funds needed to cover the first -year cost of the
pilot program now total $20,975.
As noted above, a detailed memorandum is currently being prepared and will be
presented at Tuesday evening's meeting.
MEMORANDUM
TO: THE HONORABLE MAYOR AND CITY COUNCIL
CITY OF OWASSO
FROM: JULIE TROUT LOMBARDI
CITY ATTORNEY
ERIC WILES
COMMUNITY DEVELOPMENT DIRECTOR
SUBJECT: LEASE AGREEMENT BETWEEN THE CITY OF OWASSO AND
KOURTIS REALTY LTD., CO.
DATE: September 11, 2007
BACKGROUND:
In connection with the Garnett widening project, the service road along the west side of N.
Garnett Road between E. 86th Street North and E. 96th Street North was removed creating an
excess of right -of -way. Specifically, approximately 18,377 square feet of land located
immediately north of East 16t Street and adjacent to Ron's Hamburgers remains excess right -of-
way following the completion of the widening project.
This land is owned by the City and, although not used for any purpose, remains the responsibility
of the City to mow and maintain. The landowner of the property upon which Ron's Hamburgers
is located has requested that the City lease the subject 18,377 square feet of property to them for
a period of ninety -nine (99) years with four (4) additional ten (10) year renewal options available
to the lessee. Nominal rent would be paid by the lessee to the City. However, the lessee would
mow and maintain the property thereby relieving the City of that responsibility and expense. In
addition, the lessee has expressed its intent to pave at least a portion of this property for use as an
additional parking area for Ron's Hamburgers, thereby alleviating overflow parking on dirt as
currently occurs. Because the lessee intends to construct permanent improvements on the subject
property, the City would agree to reimburse the lessee on a declining percentage scale for those
improvements if, within the first five (5) years of the lease term, it were necessary to terminate
the lease to widen the existing right -of -way or locate utilities on the property.
Pursuant to the City Council's direction at the July 10, 2007 meeting when this item was
originally discussed, the Community Development staff has researched potential uses of the
property, taking into account its location and physical characteristics. The staff has concluded
that the right -of -way is larger than is needed for traffic and drainage flow which would allow the
area at issue to be used for certain other purposes, including use of the land for a paved parking
lot. However, the right -of -way cannot be used to erect permanent buildings of any type. Staff
has also determined that the affected area falls significantly short of meeting the bulk and area
requirements needed to develop the property on its own.
In keeping with direction provided by the Council at the July 10, 2007 meeting, staff has
researched the possibility of locating any viable business on the property in issue. As a result,
staff has concluded that the physical characteristics of the property prohibit development because
the property is too small and fails to meet bulk and area requirements. Failure to meet these
requirements prohibits the locating of a business or structure of any type on this property. In
addition, a water main is located near the western edge of the property. While a parking lot may
be constructed over a water main, buildings may not be built over them.
In summary, the physical characteristics, the property's failure to meet bulk and area
requirements, and the location of the water main all serve to prevent this property from being
developed commercially. Thus, the property is suitable for only limited use.
RECOMMENDATION:
Staff intends to recommend City Council approval of the proposed Lease Agreement between
the City of Owasso and Kourtis Realty Ltd., Co., and authorize the mayor to execute the Lease
Agreement.
ATTACHMENTS:
Lease Agreement
Map Illustrating Location of Right -of -Way
LEASE AGREEMENT
STATE OF OKLAHOMA )
KNOW ALL PERSONS BY THESE PRESENTS:
COUNTY OF TULSA )
THIS LEASE AGREEMENT (the "Lease ") is made and entered into by and between
CITY OF OWASSO, an Oklahoma municipal corporation (the "Lessor "), and KOURTIS
REALTY LTD., CO., an Oklahoma limited liability company (the "Lessee ").
WITNESSETH:
WHEREAS, Lessor is the owner of that certain parcel of land located in the City of
Owasso, County of Tulsa, State of Oklahoma being more particularly described on Exhibit "A"
attached hereto and made a part hereof for all purposes (the "Lessor's Property "); and
WHEREAS, Lessee is desirous of leasing the Lessor's Property from Lessor, and Lessor
is agreeable to same, subject to the terms and conditions hereinafter set forth.
NOW, THEREFORE, for and in consideration of the foregoing Lessor's Property and the
mutual and respective covenants and undertakings of Lessor and Lessee hereunder, such parties
hereby agree as follows:
ARTICLE I
DEMISE AND DESCRIPTION OF LESSOR'S PROPERTY
1.01. In consideration of the mutual promises herein made, and subject to all of the
terms and conditions hereof, Lessor hereby demises and leases to Lessee, and Lessee hereby
accepts, takes and hires from Lessor, the Lessor's Property free and clear of all liens, restrictions
and other encumbrances other than those matters of public record (the "Permitted Exceptions ").
Notwithstanding anything to the contrary contained herein, Lessor and Lessee acknowledge and
agree that the Lessor's Property may be improved, in Lessee's sole discretion, with a hard -top
parking surface, landscaping and related improvements (the "Improvements "). By its execution
hereof, Lessor irrevocably covenants and agrees that (i) Lessor shall cooperate with Lessee in
connection with the Improvements, as aforesaid, including, without limitation, executing any
documentation required of a lessee in connection therewith; (ii) the leasehold estate and all
rights, title and interests hereby created shall be and remain subject, inferior and subordinate to
the Plat of Ator Heights III Addition without the necessity of any further action or writing by
Lessee or any other party; and (iii) Lessee shall be fully responsible for the construction and
maintenance of the Improvements during the Term (hereinafter defined in Section 2.01) of this
Lease.
Page 1 of 13
ARTICLE II
TERM ANDRENEWAL OPTION
2.01. The stated term of this Lease shall be for the period commencing at 12:00 a.m.,
local time, in Owasso, Oklahoma on July 1, 2007 (the "Commencement Date ") and, unless
sooner terminated pursuant to the terms hereof, ending at 11:59 p.m., local time in Owasso,
Oklahoma, on June 30, 2106. The stated term of this Lease, as same may be and is properly
renewed and extended in accordance with Section 2.02 below or any amendments properly
entered into by and between Lessor and Lessee, shall be referred to as the "Term" of the Lease.
2.02. Provided that Lessee shall not then be in default hereunder, then Lessee shall have
and is hereby granted four (4) separate and distinct options to renew and extend the Term of this
Lease, each for an additional ten (10) years upon the same terms and conditions as herein
provided. Lessee shall exercise such renewal and extension option by giving Lessor written
notice thereof not less than thirty (30) days prior to the originally scheduled expiration of the
Term of the Lease. Failure by the Lessee to timely and properly exercise the renewal and
extension option shall constitute a waiver thereof and, if applicable, any subsequent option to
extend the Term of this Lease.
2.03. During the Term of this Lease, as same may be extended, the Improvements shall
be owned by Lessee.
ARTICLE III
RFNT
3.01. As base rental (the "Base Rent ") for the Term of this Lease, Lessee binds and
obligates itself to pay Lessor, one Dollar ($1.00) upon execution of this Lease and One Dollar
($1.00) per year thereafter on the 15`h day of each January, commencing January 15, 2008.
ARTICLE IV
TAXF..
4.01. Lessor represents and warrants that the Lessor's property is exempt from ad
valorem taxes and, therefore, Lessee shall not be obligated to pay any property taxes.
ARTICLE V
USE OF LESSOR'S PROPERTY AND COMPLIANCE WITH LAWS
5.01. The Lessor's Property shall be used by Lessee for parking, access, landscaping,
utility and ancillary purposes to the commercial business purposes located in Ator Heights III.
5.02. Notwithstanding anything to the contrary contained herein, Lessee, at its sole cost
and expense, shall promptly execute and fulfill any and all applicable orders, directives and
requirements and otherwise comply with any and all applicable codes, rules, regulations,
ordinances, statutes and laws, orders, decrees and the like (collectively, the "Applicable Laws ")
Page 2 of 13
of the municipal, county, state and federal governments, and all agencies, commissions, boards
or departments thereof and all other official, public, governmental or quasi - governmental
institutions, authorities, subdivisions or instrumentalities having jurisdiction over the Lessor's
Property which in any way relate to Lessee's use or occupancy of the Lessor's Property;
provided, however, in no event shall Lessee be responsible for any damages or costs of any
required or necessary repair, cleanup, detoxification or other remedial work to cure or correct
any violation of or to return the Lessor's Property to compliance with the Environmental
Response, Compensation and Liability Act of 1980, as, amended by the Superfund Amendment
and Reauthorization Act of 1986, the Resource Conservation and Recovery Act, as amended, the
Federal Water Pollution Control Act, as amended, the Clean Air Act, the Toxic Substances
Control Act, the Emergency Planning and Community Project to Know Act of 1986, and all
other Applicable Laws relating to environmental issues or conditions or industrial health or
hygiene (collectively, the "Environmental Laws "). Notwithstanding anything herein to the
contrary, Lessee represents and warrants that it will not hereafter, nor will it allow any of its
agents, employees, contractors or any other person acting by, through or under it, to violate any
Environmental Laws.
5.03. Notwithstanding anything to the contrary contained herein, Lessee shall comply
with any and all applicable Permitted Exceptions.
5.04. Lessor hereby represents and warrants to its current actual knowledge that the
Lessor's Property is in compliance with all Applicable Laws, Environmental Laws and the
Permitted Exceptions.
ARTICLE VI
MAINTENANCE, REPAIRS AND PAVED AND LANDSCAPED AREAS
6.01. Lessee, at its sole cost and expense, shall maintain, repair, and replace all portions
of the Improvements on the Lessor's Property. Lessee, at its sole cost and expense shall at all
times keep all portions of the Lessor's Property in good order, condition, and repair and in a
clean, sanitary, and safe condition and in accordance with any and all Applicable Laws. Lessee
shall not cause waste, damage, or not cause injury to the Lessor's Property. Lessee will
surrender and deliver up the Lessor's Property upon the expiration of the Term of this Lease, or
its earlier termination, in the same condition which existed after the completion of the
Improvements. In the event the Lessor needs to terminate this Lease as to all or a portion of the
Lessor's Property during the Term of this Lease for purposes of widening the existing right -of-
way or utility relocation on the Lessor's Property, Lessor may do so upon sixty (60) days prior
written notice and without penalty or cost except for reimbursement to the Lessee by Lessor for
improvements made to the property by Lessee. This amount of reimbursement shall decrease
annually as follows: The Lessor shall reimburse the Lessee for the cost of the Improvements (a)
100 % in Year 1; (b) 80% in Year 2; (c) 60% in Year 3; (d) 40% in Year 4; and 20% in Year 5.
Notwithstanding anything herein to the contrary, except as provided above, the Lessor shall not
be responsible for making any repairs to the property in the event utility construction,
maintenance or relocation is required on the Lessor's Property.
Page 3 of 13
ARTICLE VII
cTCWQ,
7.01. Lessee, at its sole cost and expense, without approval of Lessor, shall have the
exclusive right to erect or attach to the Lessor's Property such signs as it may deem proper and
necessary, provided that each such sign complies with all Applicable Laws.
ARTICLE VIII
ASSIGNMENT AND SUBLETTING
8.01. Lessee may transfer or assign this Lease or any interest herein, may sublease all
or any part of the Lessor's Property, may mortgage, pledge or hypothecate its leasehold interest,
may grant any concession or license within the Lessor's Property, without the prior written
consent of Lessor, in its sole and absolute discretion.
ARTICLE IX
EMINENT DOMAIN
9.01. If ten percent (10 %) or more of the Lessor's Property is permanently taken, and
the remaining portion will not be reasonably adequate for the operation of Lessee's business after
the completion of such repairs or alterations as is necessary to continue operations of the
Improvements, either Lessor or Lessee shall have the right to elect to terminate this Lease within
thirty (30) days after the taking of permanent possession by public authority by delivering
written notice thereof to the other. If neither Lessor nor Lessee elects, or they are not entitled to
elect, to terminate this Lease, as aforesaid, then (a) Lessee shall remain in possession of the
remainder of the Lessor's Property not so taken, in which event this Lease shall terminate on the
portion of the Lessor's Property taken from the day possession thereof shall be required by the
public authority, and (b) all the terms of this Lease shall continue in effect with respect to the
portion of the Lessor's Property not taken through the expiration of the Term of this Lease.
9.02. If the whole or any part of the Improvements shall be taken by any public
authority under the power of eminent domain, or deed in lieu thereof, Lessor shall be entitled to
receive and retain all compensation, awards and the like paid or payable by the condemning
authority with respect thereto, and payment to Lessee for any improvements made shall be paid
By Lessor to Lessee subject to the schedule of compensation set forth in Section 6.01, in any
event not to exceed the total amount of compensation received by Lessor.
ARTICLE X
CASUALTY
10.01. In the event the Lessor's Property or the Improvements, or any part thereof shall
be damaged by casualty, Lessee shall give prompt written notice thereof to Lessor, and Lessee
shall receive the proceeds from any Casualty Insurance. Reimbursement for damage to any
improvements made by Lessee shall be made to Lessee by Lessor subject to the annual schedule
Page 4 of 13
of compensation set forth in Section 6.01, in any event not to exceed the total amount of
proceeds received by Lessor.
ARTICLE XI
LESSOR'S LIABILITY
11.01 Except in the event of a wrongful eviction of Lessee by Lessor, Lessor's liability
for breach of any covenant hereof shall be expressly limited to the recovery against the Lessor's
interest in the Property. If Lessor sells or transfers all or part of the Property, such transfer shall
be subject to all the terms and conditions of this Lease including (without limitation) Lessee's
Right of First Refusal as more particularly provided in Article XVI. Lessor shall not be liable
for any injuries or damages occurring on the Property during the term of this lease, and Lessee
hereby agrees to indemnify Lessor for any such damages which Lessor may be required to pay
arising out of accidents, injuries or occurrences on the Property during the lease term.
ARTICLE XII
FORCE MAJEURE
12.01. Whenever a period of time is herein prescribed for the taking of any action by
either party, such party shall not be liable or responsible for, and there shall be excluded from the
computation of such period, any delays due to strikes, riots, acts of God, shortages of labor or
materials, war, governmental law, regulations or restrictions or any other cause whatsoever
beyond the control of the obligated party, not to exceed thirty (30) days.
ARTICLE XIII
RECORDATION
13.01. Lessee shall not record this Lease without the written consent of Lessor; provided,
however, that either Lessor or Lessee, upon the request of the other, shall join in the execution of
a memorandum or so called "short form" of this Lease for the purposes of recordation. Said
memorandum or "short form" of this Lease shall describe the parties, the Lessor's Property and
the Term of this Lease only and shall incorporate the other provisions of this Lease by reference.
ARTICLE XIV
QUIET ENJOYMENT
14.01. So long as Lessee shall timely and properly pay the Base Rent, and otherwise
perform and satisfy all other obligations, duties and responsibilities required hereunder, Lessee
shall during the tern hereof freely, peacefully and quietly enjoy and occupy the Lessor's
Property for the Term of the Lease, subject only to the Permitted Exceptions and the terms and
conditions hereof.
Page 5 of 13
ARTICLE XV
ENCUMBRANCE OF LEASEHOLD
15.01. Notwithstanding anything contained in this Lease to the contrary, Lessee may, at
any time and from time to time, encumber the leasehold interest by deed of trust, mortgage, or
other security instrument, without obtaining the consent of the Lessor, but no such encumbrance
shall constitute a lien on the fee title of Lessor, and the indebtedness incurred by the
encumbrance shall at all times be and remain inferior and subordinate to Lessor's fee simple
estate in the Lessor's Property. References in this Lease to "Lender" refer to any person or entity
to whom the Lessee has encumbered its leasehold interest.
15.02. At any time after execution and recordation in Tulsa County, Oklahoma, of any
mortgage or deed of trust encumbering Lessee's leasehold interest, Lender shall notify Lessor in
writing that the mortgage or deed of trust has been given and executed by Lessee and furnish
Lessor with the address to which it desires copies of notices to be mailed. Lessor agrees to mail
to such Lender or to any agent or representative designated by such Lender, at the addresses
given, duplicate copies of all written notices which Lessor gives or serves on Lessee under and
pursuant to the terms and provision of this Lease after the receipt of such a notice from Lender.
15.03. Lessor hereby agrees to subordinate any lien it has against the Lessee or Lessee's
property in favor of any lender who extends funds to Lessee for the purpose of financing the
Improvements and to promptly execute any and all such reasonable documents required by
Lessee's lender to evidence Lessor's subordination of Lessor's lien.
ARTICLE XVI
MISCELLANEOUS
16.01. No amendment, modification, or alteration of the terms of this Lease shall be
binding unless it is in writing, dated contemporaneous with or subsequent to the date of this
Lease, and duly executed by the parties to this Lease.
16.02. Any notice, demand, request or other communication required, given or made
under or in connection with this Lease shall be deemed delivered, upon receipt, if hand delivered,
or whether actually received or not, when deposited in a regularly receptacle for the mail, sent by
certified mail, return receipt requested, postage prepaid, addressed as follows:
If to T .eccnr
City of Owasso
Attn: City Manager
P.O. Box 180
Owasso, OK 74055
Page 6 of 13
If to Lessee:
Kourtis Realty Ltd., Co.
Attn: Pete Kourtis
P.O. Box 419
Owasso, OK 74055
With _a copy to:
E. Robert Buss
P.O. Box 240
Owasso, OK 74055
16.03. This Lease shall be construed under and in accordance with the laws of the State
of Oklahoma and is performable in Tulsa County, Oklahoma.
16.04. This Lease shall be binding on and inure to the benefit of the parties hereto and
their respective heirs, executors, administrators, legal representatives, successors, and assigns,
whether voluntarily or by operation of law.
16.05. In case any one or more of the provisions contained in this Lease shall for any
reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or
unenforceability shall not affect any other provisions thereof, and this Lease shall be construed
as if such invalid, illegal, or unenforceable provision had never been contained herein.
16.06. If any action at law or in equity is brought by the Lessee, Lessor shall not be
responsible for the payment of Lessee's attorney's fees.
16.07. The parties hereby declare that it is impossible to measure in money the damages
which will accrue to a party hereto, its successors or assigns by reason of a failure to perform any
of the obligations under this Lease. Therefore, if a party hereto, or its legal representatives,
successors, or assigns shall institute any action or proceeding to enforce the provisions hereof,
any person against whom such action or proceeding is brought hereby agrees that specific
performance may be sought and obtained for any breach of this Lease.
16.08. This Lease and all other copies of this Lease, insofar as they relate to the rights,
duties, and remedies of the parties, shall be deemed to be one Lease. This Lease may be
executed concurrently in one or more counterparts, each of which shall be deemed an original,
but all of which together shall constitute one and the same instrument.
16.09. This Lease contains the entire agreement between the parties with respect to the
subject matter hereof, and Lessor and Lessee hereby acknowledge that they are not relying on
any representation or promise of the other, or of any agency or cooperating agent, except as may
be expressly set forth in this Lease.
16.10. Whenever herein the singular number is used, the same shall include the plural,
and vice versa, and words of any gender shall include each other gender.
16.11. Lessor hereby grants to Lessee a right of first refusal and option to purchase the
Lessor's Property in accordance with the terms of this Section 16.11, and fully subject to all
statutory requirements requiring Lessor to obtain bids prior to sale of the property. Provided that
Lessee is not then in default hereunder, upon receipt by Lessor of an acceptable, bona fide
Page 7 of 13
written offer from a third party to purchase the Lessor's Property, as evidenced by a written
contract encompassing all of the terms and conditions pertaining thereto (the "Third Party
Contract "), Lessor shall provide written notice thereof to Lessee, together with a copy of the
Third Party Contract (collectively, the "Notice "). Within fifteen (15) business days following
Lessee's receipt of the Notice, Lessee may elect to exercise its right of first refusal and option to
purchase the Lessor's Property upon the same terms and conditions set forth in the Third Party
Contract by delivering written notice thereof to Lessor, accompanied by a written contract
containing the identical terms and conditions as the Third Party Contract (the "Lessee's
Contract "). In the event that Lessee timely exercises its right of first refusal and option to
purchase the Lessor's Property as aforesaid, Lessor shall execute the Lessee's Contract, and
Lessor and Lessee shall proceed to closing thereunder, and Lessor shall convey title to the
Lessor's Property to Lessee by general warranty deed, subject only to the Permitted Exceptions,
provided that the parties shall enter into a mutual termination of this Lease. If, for any reason,
Lessee does not timely and properly exercise its right of first refusal and option to purchase the
Lessor's Property, as aforesaid, or thereafter fails to timely consummate the closing thereunder,
for any reason other than due to Lessor's default under the Lessee's Contract, Lessee shall be
deemed to have waived its right of first refusal and option to purchase the Lessor's Property;
provided, however, that in the event Lessee fails to timely and properly exercise its right of first
refusal with respect to a particular Third Party Contract, but the closing thereunder is not
consummated, Lessee's right of first refusal shall apply to the next Third Party Contract.
EXECUTED by Lessor on this day of June, 2007.
LESSOR:
CITY OF OWASSO
an Oklahoma Municipal Corporation
ME
ATTEST:
City Clerk
Stephen Cataudella, Mayor
Page 8 of 13
EXECUTED by Lessee on this day of June, 2007.
LESSEE:
KOURTIS REALTY LTD., CO.
Pete Kourtis, Manager
Page 9 of 13
STATE OF OKLAHOMA )
ss.
COUNTY OF TULSA )
Before me, the undersigned, a Notary Public, in and for said County and State, on this
day of June, 2007, personally appeared Stephen Cataudella, Mayor of the City of Owasso,
to me proved to be the identical person who executed the within and foregoing instrument, and
acknowledged to me that he executed the same as his free and voluntary act and deed in his
capacity as Mayor of said municipal corporation, for the uses and purposes herein set forth.
IN WITNESS WHEREOF, I hereunto set my official signature and affixed my notarial
seal the day and year last above written.
Notary Public
My Commission Expires:
STATE OF OKLAHOMA )
ss.
COUNTY OF TULSA )
Before me, the undersigned, a Notary Public, in and for said County and State, on this
day of June, 2007, personally appeared Pete Kourtis, Manager of Kourtis Realty Ltd., Co.,
to me proved to be the identical person who executed the within and foregoing instrument, and
acknowledged to me that he executed the same as his free and voluntary act and deed and as the
free and voluntary act and deed of said corporation for the uses and purposes herein set forth.
IN WITNESS WHEREOF, I hereunto set my official signature and affixed my notarial
seal the day and year last above written.
My Commission Expires:
Notary Public
Page 10 of 13
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EXHIBIT 'A'
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A TRACT OF LAND LOCATED IN THE NORTHEAST QUARTER (NE /4)
OF THE
SOUTHEAST QUARTER (SE /4) OF SECTION NINETEEN (19) OF TOWNSHIP
TWENTY —ONE (21) NORTH AND RANGE FOURTEEN (14) EAST OF THE INDIAN
BASE AND MERIDIAN (I.B. &M.), ACCORDING TO THE U.S. GOVERNMENT
SURVEY,
THEREOF, CITY OF OWASSO, TULSA COUNTY, STATE OF OKLAHOMA; BEING
MORE PARTICULARLY DESCRIBED AS FOLLOWS:
BEGINNING AT THE SE CORNER OF LOT 3 OF BLOCK 5 OF ATOR
HEIGHTS
THIRD ADDITION ACCORDING TO THE RECORDED PLAT THEREOF;
THENCE
N 1'18'19" W ALONG THE EAST LINE OF SAID ATOR HEIGHTS THIRD
ADDITION
A DISTANCE OF 397.40 FEET; THENCE N 88 °44'30" E A DISTANCE
OF 47.61
FEET TO A POINT BEING 60.00 FEET WEST OF THE CENTERLINE OF
PRESENT
NORTH GARNETT ROAD; THENCE S 0 °53'56" E ALONG A LINE BEING 60.00
FEET WEST AND PARALLEL WITH THE CENTERLINE OF PRESENT NORTH
GARNETT
ROAD A DISTANCE OF 397.40 FEET; THENCE S 88 °44'30" W A DISTANCE
OF 44.79 FEET TO THE POINT OF BEGINNING, AND CONTAINING 0.42 ACRES,
MORE OR LESS.
BASIS OF BEARING IS THE OKLAHOMA STATE PLANE COORDINATE
SYSTEM.
*_�Benchmark Surveying and Land Services, Inc.
BOX 1078
PHONE (918) 274 -9081
OW.ASSO OKLAHOMA 74055
FAX. (919.)274 -0807
C.A. NO, 2235
EXP. DATE 6/30/08
DATE: 12/11/06 FILE: 2114.1912 W.O.: 13135
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EXHIBIT "B"
Permitted Exceptions
1. Building lines and utility easements as shown on Plat for Ator Heights Third
Addition to the City of Owasso, Tulsa County, State of Oklahoma.
2. Terms, conditions, provisions and easements of Right of Way Easement to
Public Service Company of Oklahoma shown at page 92 of the abstract as
shown in document dated March 1, 1956, and filed March 6, 1956, in Book
2663 at Page 561; as modified by Partial Release of Easement at page 93 of
the abstract as shown in document dated January 23, 1973, filed January 24,
1973 in Book 4053 at Page 87.
3. Terms, conditions, provisions and easements of Dedication Deed at page 116
of the abstract to State of Oklahoma for Public Highway as shown in
document dated March 30, 1959 and filed May 19, 1959, in Book 2966 at
Page 510.
4. Terms, conditions, provisions and easements of Right of Way Agreement to
Oklahoma Natural Gas Company shown at page 118 of the abstract as shown
in document dated June 18, 1959, and filed July 6, 1959, in Book 2979 at
Page 379.
5. Terms, conditions, provisions and easements of Right of Way Easement to
City of Owasso shown at page 119 of the abstract as shown in document dated
January 21, 1965, and filed January 22, 1965, in Book 3536 at Page 358.
6. Terms, conditions, provisions and easements of Dedication Deed at page 121
of the abstract to County of Tulsa for Public Highway as shown in document
dated February 20, 1967 and filed February 20, 1967, in Book 3798 at Page
307.
7. Terms, conditions, provisions and easements of Right of Way Easement to
Public Service Company of Oklahoma shown at page 137 of the abstract as
shown in document dated May 11, 1967, and filed May 31, 1967, in Book
3808 at Page 679.
8. Terms, conditions, provisions, and dedications described in Quit Claim Deed
at page 144 of the abstract to Town of Owasso as shown in document dated
November 27, 1970 and filed December 15, 1970, in Book 3949 at Page 1411.
Page 12 of 13
9. Terms, conditions, provisions and easements of Right of Way Agreement to
Oklahoma Natural Gas Company shown at page 146 of the abstract as shown
in document dated January 20, 1975, and filed January 27, 1975, in Book
4151 at Page 1648.
10. Terms, conditions, provisions and easements of Assignment of Leases, at page
415 of the abstract, dated December 22, 1995, and filed January 19, 1996, in
Book 5776 at Page 1225.
11. Covenants, conditions, restrictions, easements, setback lines and limits of no
access contained in Deed of Dedication for Ator Heights Third Addition,
shown on page 148 of the abstract, dated July 21, 1972, and filed July 21,
1972, in Plat No. 3309; as modified by Amendment at page 155 of the
abstract, dated August 16, 1972, and filed September 6, 1972, in Book 4933 at
Page 1055; as modified by Amendment to Deed of Dedication at page 157 of
the abstract, dated March 29, 1973, file April 19, 1973, in Book 4064 at Page
1948.
12. Covenants, conditions, restrictions, easements, setback lines and limits of no
access contained in Amendment to Plat and Deed of Dedication for Ator
Heights Third Addition, at page 166 of the abstract, dated August 19, 1975,
and filed February 17, 1976, in Book 4202 at Page 2434.
13. Covenants, conditions, restrictions, easements, setback lines and limits of no
access contained in Declaration of Condominium Ownership (Lot 2), at page
231 of the abstract, dated May 18, 1983, and filed May 26, 1983, in Book
4694 at Page 339; as amended by Amendment of Declaration of
Condominium at page 241 of the abstract, dated October 11, 1985, file
October 18, 1985, in Book 4900 at Page 49.
Page 13 of 13
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Excess Property
18,337± Sq.Ft.
EXHIBIT 'A'
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A TRACT OF LAND LOCATED IN THE NORTHEAST QUARTER (NE /4) OF THE
SOUTHEAST QUARTER (SE /4) OF SECTION NINETEEN (19) OF TOWNSHIP
TWENTY —ONE (21) NORTH AND RANGE FOURTEEN (14) EAST OF THE INDIAN
BASE AND MERIDIAN (I.B. &M.), ACCORDING TO THE U.S. GOVERNMENT SURVEY,
THEREOF, CITY OF OWASSO, TULSA COUNTY, STATE OF OKLAHOMA; BEING
MORE PARTICULARLY DESCRIBED AS FOLLOWS:
BEGINNING AT THE SE CORNER OF LOT 3 OF BLOCK 5 OF ATOR HEIGHTS
THIRD ADDITION ACCORDING TO THE RECORDED PLAT THEREOF; THENCE
N 1 °18'19" W ALONG THE EAST LINE OF SAID ATOR HEIGHTS THIRD ADDITION
A DISTANCE OF 397.40 FEET; THENCE N 88 °44'30" E A DISTANCE OF 47.61
FEET TO A POINT BEING 60.00 FEET WEST OF THE CENTERLINE OF PRESENT
NORTH GARNETT ROAD; THENCE S 0 °53'56" E ALONG A LINE BEING 60.00
FEET WEST AND PARALLEL WITH THE CENTERLINE OF PRESENT NORTH GARNETT
ROAD A DISTANCE OF 397.40 FEET; THENCE S 88 °44'30" W A DISTANCE
OF 44.79 FEET TO THE POINT OF BEGINNING, AND CONTAINING 0.42 ACRES,
MORE OR LESS.
BASIS OF BEARING IS THE OKLAHOMA STATE PLANE COORDINATE SYSTEM.
Benchmark Surveying and Land Services, Inc.
P.0 BOX 1078 PHONE: 19 18) 2749081
O WA850 OKLAHOMA 74055 FAX. (MB)174-Q81)7
C.A. NO. 2235 EXP. DATE 6/30N8
DATE: 12/11/06 FILE: 2114.1912 W.O.: 13135
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EAST 86TH STREET NORTH
Exhibit
Excess Right -of -Way
North Garnett Road
Excess Property
18,337± Sq.Ft. 1 14 4.7 66
East 16th Street
60,
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Benchmark Surveying and Land Services, Inc.
J P.O. BOX 1078 PHONE: (918) 274 -9081
OWASSO, OKLAHOMA 74055 FAX: (91 8)274-0807
C.A. NO. 2235 EXP. DATE 6/30/08
DATE: 12/11/06
MEMORANDUM
TO: HONORABLE MAYOR AND CITY COUNCIL
CITY OF OWASSO
FROM: SHERRY BISHOP
ADMINISTRATIVE SERVICES DIRECTOR
SUBJECT: GARNETT ROAD REGIONAL DETENTION FACILITY
DATE: September 7, 2007
BACKGROUND:
At the August work session, the City Council heard a proposed concept for the construction and
financing of a regional detention facility in the area southwest of E. 96th Street North and N. Garnett
Road. The concept included:
• Acquisition of the property,
• An ordinance requiring a fee in lieu of detention for undeveloped property within the
drainage basin,
• Design and construction of detention facilities, and
• Financing the project with a Revenue Anticipation Note issued by the OPWA.
On August 21, 2007, the purchase of the land, the contract for design and engineering services and
the RAN financing were all approved by City Council and/or OPWA Trustee action. The remaining
action to complete the concept is the approval of an ordinance establishing a mandatory fee in lieu of
detention for all undeveloped property in the drainage basin.
A proposed ordinance is being prepared that would:
• Establish the Garnett Regional Detention Assessment Area;
• Require the use of regional detention in the assessment area;
• Assess a mandatory fee in lieu of detention due at final plat approval;
• Authorize only the Council to waive or reduce the assessment fee; and
• Authorize the assessment rate to be established by Resolution after final costs are known.
The proposed ordinance will be provided to the City Council at the September 1 lth Work Session.