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HomeMy WebLinkAbout2023.07.18_OPGA AgendaPUBLIC NOTICE OF THE MEETING OF THE OWASSO PUBLIC GOLF AUTHORITY (OPGA) Council Chambers Old Central Building 109 North Birch, Owasso, OK Tuesday, July 18, 2023 - 6:30 PM NOTE: APPROPRIATE ACTION may include, but is not limited to: acknowledging, affirming, amending, approving, authorizing, awarding, denying, postponing, or tabling. AGENDA RECEIVED 1. Call to Order - Chair Kelly Lewis JUL 14 2023 2. Roll Call City Clerk's Office 3. Consideration and appropriate action relating to the Consent Agenda. (All matters listed under "Consent" are considered by the Trustees to be routine and will be enacted by one motion. Any Trustee may, however, remove an item from the Consent Agenda by request. A motion to adopt the Consent Agenda is non - debatable.) A. Approve minutes -July 11, 2023, Regular Meeting B. Approve claims 4. Consideration and appropriate action relating to items removed from the Consent Agenda 5. Report from OPGA Manager 6. Report from OPGA Attorney 7. Official Notices (documents for acknowledgment or information only, no discussion or action will be taken) • Payroll Payment Report - Pay Period Ending Date June 17, 2023, and July 1, 2023 • Monthly Budget Status Report - June 2023 8. New Business (New Business is any item of business which could not have been foreseen at the time of posting of the agenda) 9. Adjournment Notice of Public Meeting filed in the office of the City Clerk on Friday, December 9, 2022, and the Agenda posted at City Hall, 200 South Main Street, at 1:00 pm o iday, July 14, 2023. 10 A I/ Juliann M. Stevens, City Clerk The City of Owasso encourages citizen participation. To request an Occommociation due to a disability, contact the City Clerk at least 48 hours prior to the scheduled meeting by phone 918 - 376 -1502 or by email to istevens@citvofowosso.com OWASSO CITY COUNCIL, PUBLIC WORKS AUTHORITY, AND PUBLIC GOLF AUTHORITY MINUTES OF JOINT REGULAR MEETING TUESDAY, JULY 11, 2023 The Owasso City Council, Owasso Public Works Authority (OPWA), and Owasso Public Golf Authority (OPGA) met in a joint regular meeting on Tuesday, July 11, 2023, in the Council Chambers at Old Central, 109 North Birch Street, Owasso, Oklahoma, per the Notice of Public Meeting filed Friday, December 9,2022; and the Agenda filed in the office of the City Clerk and posted at City Hall, 200 South Main Street, at 12:00 pm on Friday, July 7, 2023, 1. Call to Order - Vice Mayor /Vice Chair Alvin Fruga called the meeting to order at 6:13 pm. 2. Roll Call Present Absent Vice Mayor /Vice Chair- Alvin Fruga Mayor /Chair- Kelly Lewis Councilor /Trustee - Doug Bonebrake Councilor /Trustee - Lyndell Dunn Councilor /Trustee - Dr. Paul Loving Staff: City /Authority Manager- Warren Lehr; Assistant City /Assistant Authority Manager- Chris Garrett; City /Authority Attorney - Julie Lombardi 3. Consideration and appropriate action relating to the Consent Agenda. (All matters listed under "Consent" are considered by the Councilors /Trustees to be routine and will be enacted by one motion. Any Councilor /Trustee may, however, remove an item from the Consent Agenda by request. A motion to adopt the Consent Agenda is non - debatable.) A. Approve City Council minutes -June 20, 2023, Regular Meeting B. Approve OPWA minutes -June 20, 2023, Regular Meeting C. Approve OPGA minutes - June 20, 2023, Regular Meeting D. Approve claims - City Council, OPWA, OPGA Mr. Bonebrake moved, seconded by Dr. Loving to approve the Consent agenda as presented, with City Council claims totaling $856,720.14, OPWA claims totaling $1,728,009.67, and OPGA claims totaling $54,237.25. YEA: Bonebrake, Dunn, Loving, Fruga NAY: None Motion Carried: 4 -0 4. Consideration and appropriate action relating to items removed from the Consent Agenda - None 5. Owasso Public Works Authority consideration and appropriate action relating to Resolution 2023 -02, a Resolution of The Owasso Public Works Authority (the "Borrower ") authorizing a loan from the Oklahoma Water Resources Board in the total aggregate principal amount of not to exceed $9,000,000.00; approving the issuance of a Series 2023 Promissory Note to Oklahoma Water Resources Board in the total aggregate principal amount of not to exceed $9,000,000.00, secured by a pledge of revenues and authorizing its execution; designating a local trustee; approving and authorizing the execution of a Trust Agreement; approving and authorizing the execution of a Loan Agreement; approving and authorizing the execution of a Security Agreement; ratifying and confirming a Lease Agreement; approving and authorizing a Note Purchase Agreement; authorizing documents pertaining to a year -to -year pledge of certain sales tax revenue; approving various covenants; approving and authorizing payment of fees and expenses; approving and authorizing application to the Oklahoma Water Resources Board; approving and authorizing professional services agreements with The Public Finance Law Group, PLLC and Municipal Finance Services, Inc.; and containing other provisions relating thereto Carly Novozinsky presented the item, recommending approval of OPWA Resolution 2023 -02. Jon Wolff with Municipal Finance Services, Inc and Allan Brooks with The Public Finance Low Group PLLC were present and answered questions of the Trustees. There were no comments from the audience. Owasso City Council, OPWA & OPGA July 11, 2023 Page 2 After discussion, Mr. Bonebrake moved, seconded by Mr. Dunn to approve OPWA Resolution 2023 -02, as recommended. YEA: Bonebrake, Dunn, Loving, Fruga NAY: None Motion Carried: 4 -0 6. City Council consideration and appropriate action relating to Resolution 2023 -15, a Resolution of the City of Owasso, Oklahoma (the "City ") approving action taken by The Owasso Public Works Authority (the "Authority ") authorizing issuance, sale and delivery of the Authority's Series 2023 Promissory Note to Oklahoma Water Resources Board; ratifying and confirming a Lease Agreement; authorizing documents pertaining to a year -to -year pledge of certain sales tax revenue; and containing other provisions related thereto Carly Novozinsky presented the item, recommending approval of City Council Resolution 2023 -15. There were no comments from the audience. Mr. Dunn moved, seconded by Dr. Loving to approve City Council Resolution 2023 -15, as recommended. YEA: Bonebrake, Dunn, Loving, Fruga NAY: None Motion Carried: 4 -0 City Council consideration and appropriate action relating to a fiscal year 2023 payment to Mediclaims, Inc., as part of the Ground Emergency Medical Transportation Supplemental Payment Program for emergency transportation services Carly Novozinsky presented the item, recommending authorization of payment to Mediclaims, Inc., of Tonkawa, Oklahoma, in the amount of $36,618.60. There were no comments from the audience. After discussion, Mr. Bonebrake moved, seconded by Mr. Dunn to authorize payment, as recommended. YEA: Bonebrake, Dunn, Loving, Fruga NAY: None Motion Carried: 4 -0 8. Presentation and discussion relating to fiduciary duty of care, responsibility and obligation for the City Council and Public Trusts Julie Lombardi presented the item and discussion was held. 9. Discussion relating to bids received for Fire Station No.1 and Fire Station No. 2 renovation projects David Hurst presented the item and discussion was held. 10. Discussion relating to proposed fees for a city- managed adult male and co -ed softball league Larry Langford presented the item and discussion was held. It was further explained this item would be placed on the July 18, 2023, City Council agenda for consideration and action. 11. Discussion relating to City /Authority Manager items A. Monthly sales tax report and revenue outlook Warren Lehr introduced Carly Novozinsky to present the item. 12. City /Authority Manager report Warren Lehr reported on the recent inclement weather and storm debris removal efforts of staff, the upcoming Town Hall meetings regarding the 55/1 00ths Sales Tax Election will be held on July 24, at 6:30 pm at Owasso First Assembly in the Xtreme Youth Building and July 27, at 6:30 pm at Baptist Village in the Redbud Enrichment Center Tea Room; the annual Red White and Boom, the Surface Transportation Grant for the 86th Street North Improvements from Main to Garnett. 13. City Councilor /Trustee comments and inquiries - None Owasso City Council, OPWA & OPGA July 11, 2023 Page 3 14. Adjournment Mr. Bonebrake moved, seconded by Mr. Dunn to adjourn the meeting. YEA: Bonebrake, Dunn, Loving, Fruga NAY: None Motion Carried: 4 -0 and the meeting adjourned at 7:21 pm. Alvin Fruga, Vice Mayor /Vice Chair Juliann M. Stevens, City Clerk Claims List - 07/18/2023 Fund Vendor Name Payable Description Payment Amount 55 OPGA YAMAHA GOLF CAR COMPANY REPAIRS $119.98 YAMAHA MOTOR CORPORATION, USA BEVERAGE CART LEASE $268.05 CART OPERATIONS -Total $388.03 JPMORGAN CHASE BANK CERTIFIED LAB -UC PROT $340.45 JPMORGAN CHASE BANK KANSAS GOLF - REGULATOR $79.92 JPMORGAN CHASE BANK LOWES -PUSH BROOMS $86.94 JPMORGAN CHASE BANK LOWES- REFUND ($175.92) JPMORGAN CHASE BANK MEETING EXP 05118 $274.85 JPMORGAN CHASE BANK ONG- NATURAL GAS USAGE $51.04 JPMORGAN CHASE BANK OREILLY -AIR FILTER $38.10 JPMORGAN CHASE BANK OREILLY - ANTIFREEZE $71.96 JPMORGAN CHASE BANK OREILLY - BATTERY $141.14 JPMORGAN CHASE BANK OREILLY -HOSE REPAIR $205.14 JPMORGAN CHASE BANK OREILLY - HYDRAULIC OIL $106.86 JPMORGAN CHASE BANK OREILLY -OIL ABSORBENT $56.97 JPMORGAN CHASE BANK OREILLY- STARTER FLUID $20.37 JPMORGAN CHASE BANK OREILLY- SUPPLIES $15.99 JPMORGAN CHASE BANK P &K EQUIP - AERWAY TINE $2,838.29 JPMORGAN CHASE BANK PROF TURF- FILTER $381.12 JPMORGAN CHASE BANK PROF TURF - THERMOSTAT $180.72 S &S TURF COVERS LLC TURF COVERS $24,986.14 UNIFIRST HOLDINGS LP ENV CHARGE $13.25 UNIFIRST HOLDINGS LP JANITORIAL $19.00 UNIFIRST HOLDINGS LP SHOP TOWEL SERVICE $21.86 UNIFIRST HOLDINGS LP UNIFORM SERVICE $11.97 COURSE MAINT -Total $29,768.16 AT &T LONG DISTANCE PHONE $9.72 CITY OF OWASSO WATER SERVICE $210.50 JPMORGAN CHASE BANK GRIMSLEYS- SUPPLIES $42.20 JPMORGAN CHASE BANK MURRAY -DOOR REPAIR $800.00 JPMORGAN CHASE BANK ONG- NATURAL GAS USAGE $246.74 STANDLEY SYSTEMS, LLC COPIER $344.23 GOLF ADMIN -Total $1,653.39 CALLAWAY GOLF SALES COMPANY MERCHANDISE EXPENSE $84.57 JPMORGAN CHASE BANK ACUSHNET -MERCH EXP $4,143.78 JPMORGAN CHASE BANK TEXOMA -MERCH EXP $660.82 JPMORGAN CHASE BANK VISTA -MERCH EXP $239.98 OPGA -Total $5,129.15 OPGA -Total $36,938.73 OPGA Grand Total $36,938.73 1 OWASSO PUBLIC GOLF AUTHORITY PAYROLL PAYMENT REPORT PAY PERIOD ENDING DATE 06/17/23 Department Payroll Expenses Total Expenses 600 Golf Shop Operations 7,103.93 11,085.23 605 Cart Operations 3,711.25 4,143.59 610 Golf Course Operations 20,250.39 27,418.90 670 Food & Beverage 5,964.69 8,049.80 690 General & Administration 4,239.23 6,027.70 FUND TOTAL 41,269.49 56,725.22 Department 600 Golf Shop Operations 605 Cart Operations 610 Golf Course Operations 670 Food & Beverage 690 General & Administration OWASSO PUBLIC GOLF AUTHORITY PAYROLL PAYMENT REPORT PAY PERIOD ENDING DATE 07101/23 Payroll Expenses Total Expenses 7,485.97 3,029.25 21,476.76 5,470.41 4,333.21 11,696.27 3,382.17 29,062.54 7,590.58 6,198.20 FUND TOTAL 41,795.60 57,929.76 CITY OF OWASSO OWASSO PUBLIC GOLF AUTHORITY FISCAL YEAR 2022 -2023 Budgetary Basis Statement of Revenues & Expenses As of June 30, 2023 OPERATING EXPENSES Golf Shop MONTH Cart Operations TO -DATE OPERATING REVENUES: (92,287) Golf shop fees $ 79,878 Cart Rental 23,471 Food & beverage 26,608 COS -- food & beverage (14,657) Merchandise sales 34,941 COS -- merchandise (37,802) TOTAL OPERATING REVENUES $ 112,440 OPERATING EXPENSES Golf Shop $ (22,959) Cart Operations (15,889) Golf Course Maintenance (92,287) Food & Beverage (17,960) Golf Administration (20,711) Capital Outlay (5,000) TOTAL OPERATING EXPENSES $ (174,805) YEAR TO -DATE 844,808 229,192 225,979 (108,530) 225,263 BUDGET 683,322 197,103 188,822 (78,814) 178,275 (177,636) (124,729) $ 1,239,075 $ 1,043,979 $ (275,228) (176,085) (897,218) (188,092) (303,905) (60,500) $ (1,901,027) $ (292,076) (139,441) (1,049, 664) (149,331) (277,053) (105,500) $ (2,013,065) OPERATING REVENUES OVER (UNDER) EXPENDITURES $ (62,365) $ (661,952) $ (969,086) NONOPERATING REVENUES (EXPENSES): Transfer from General $ 87,290 $ 1,040,000 $ 1,040,000 Other revenues /(expenses) 1,269 13,892 300 TOTAL NONOPERATING REVENUES (EXPENSES): $ 88,559 $ 1,053,892 $ 1,040,300 NET INCOME (LOSS) ENCUMBRANCES OUTSTANDING FUND BALANCE (Budgetary Basis) Beginning Balance Ending Balance $ 26,194 $ 391,940 $ 71,214 (8,125) 426,625 426,625 $ 810,440 $ 497,839 PERCENT OF BUDGET 123.63% 116.28% 119.68% 137.70% 126.36% 142.42% 118.69% 94.23% 126.28% 85.48% 125.96% 109.69% 57.35% 94.43% 100.00% 4630.58% 101.31%