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HomeMy WebLinkAbout2024.06.13_OEDA AgendaPUBLIC NOTICE OF THE MEETING OF THE OWASSO ECONOMIC DEVELOPMENT AUTHORITY Owasso City Hall, Community Room 200 South Main Street, Owasso, OK Thursday, June 13, 2024 — 10:00 AM NOTE: APPROPRIATE ACTION may include, but is not limited to: acknowledging, affirming, amending.., pp�r�gipg,_,quthonzing, awarding, denying, postponing, or tabling. rC tt II V CC. UU AGENDA JUN 11 2024 �5 1. Call to Order- Dirk Thomas, Vice -Chair City Clerk's Office 2. 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 of the May 9, 2024, Regular Meeting (Attachment) B. Accept monthly financial report (Attachment) 3. Consideration and appropriate action relating to items removed from the Consent Agenda 4. Report from City Departments (Attachment) Chris Garrett A. Community Development Report- Brian Dempster B. Public Works Project Status Report -Roger Stevens C. Sales Tax Report and Revenue Outlook- Carly Novozinsky 5. Economic Development Report and Owasso Chamber of Commerce Initiatives and Opportunities Chelsea Feary, Trustee 6. Report from City Manager Chris Garrett 7. Report from Trustees 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 8, 2023, and the Agenda posted at City Hall, 200 South Main Street, at 8:30 am on Tuesday, June 11, 2024. Shel i ngert, Recor ing icret The City of Owasso encourages citizen participation. To request an accommodation due to a disability, contact the City Clerk prior to the scheduled meeting by phone 918 -376 -1502 or by email to istevens@cityofowasso.com OWASSO ECONOMIC DEVELOPMENT AUTHORITY MINUTES OF REGULAR MEETING THURSDAY, MAY 9, 2024 The Owasso Economic Development Authority met in regular session on Thursday, May 9, 2024, at City Hall in the Community Room, 200 South Main Street, Owasso, Oklahoma per the Notice of Public Meeting filed Friday, December 8, 2023, and the Agenda filed in the office of the City Clerk and posted at City Hall, 200 South Main Street at 5:00 pm on Tuesday, May 7, 2024. 1. Call to Order -Chair Dee Sokolosky called the meeting to order at 10:00 am. Present: A quorum was declared present. Absent Chair - Dee Sokolosky Trustee - Alvin Fruga Vice Chair - Dirk Thomas Trustee - Skip Mefford Secretary - Chelsea Feary Trustee -David Charney Trustee - Bryan Spriggs Staff - City Manager, Chris Garrett 2. 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 - April 11, 2024 B. Accept monthly financial report Dr. Thomas moved, seconded by Dr. Spriggs, to approve the Consent Agenda, as presented. YEA: Sokolosky, Spriggs, Thomas, Feary NAY:None Abstain: None Motion carried: 4 -0 3. Consideration and appropriate action relating to items removed from the Consent Agenda -None 4. Report from City Departments A. Community Development Report B. Public Works Project Status Report C. Sales Tax Report and Revenue Outlook Chris Garrett referred to the reports included in the agenda packet. Discussion was held. 5. Economic Development Report and Owasso Chamber of Commerce Initiatives and Opportunities Chamber President Chelsea Feary reported on the success of the Redbud Festival. 6. Consideration and appropriate action relating to the FY 2024 - 25 Hotel Tax Fund 3% Expenditures Carly Novozinsky presented the item. After discussion, Dr. Thomas moved, seconded by Dr. Spriggs to recommend approval to City Council for FY 2024 -25 Hotel Tax Fund. YEA: Sokolosky, Spriggs, Thomas, Feary NAY:None Abstain: None Motion carried: 4 -0 Consideration and appropriate action relating to Resolution No. 2024 -01 approving the OEDA FY 2024- 25 Annual Operating Budget Carly Novozinsky presented the item. After discussion, Dr. Spriggs moved, seconded by Dr. Thomas to approve Resolution 2024 -01. YEA: Sokolosky, Spriggs, Thomas, Feary NAY:None Abstain: None Motion carried: 4 -0 OEDA Minutes May 9, 2024 Page 2 8. Report from City Manager Chris Garrett reported the proposed FY 2025 budget will be presented to City Council on May 14th; and recognized Dee Sokolosky for his 26 years of service. 9. Report from Owasso Economic Development Authority Trustees Trustee Spriggs recognized Dee Sokolosky. 10. New Business - None 11. Adjournment Dr. Thomas moved, seconded by Ms. Feary, to adjourn the meeting. YEA: Sokolosky, Spriggs, Thomas, Feary NAY:None Motion carried: 4-0 and the meeting adjourned at 10:13 am. Shellie Wingert, Recording Secretary Owasso Economic Development Authority Statement of Revenues, Expenses and Changes in Fund Net Assets For the Month Ending May 31, 2024 Operating Revenues Operating Expenses: Materials & supplies Services & other charges Capital outlay Total Operating Expenses Operating Income (Loss) Non - Operating Revenues (Expenses): Investment income Promissory note revenue RAN debt service & other costs Transfer from Hotel Tax Fund Total non - operating revenues (expenses) Net income (loss) before contributions and transfers Transfer to general fund Change in net assets Total net assets - beginning Total net assets - ending MTD YTD Budget $0.00 $0.00 $0.00 0.00 0.00 0.00 0.00 0.00 5,000.00 0.00 0.00 0.00 0.00 0.00 5,000.00 0.00 0.00 (5,000.00) 14.07 157.39 70.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 14.07 157.39 $70.00 14.07 157.39 (4,930.00) 0.00 0.00 0.00 157.39 14.07 (4,930.00) 9,566.00 9,566.00 $4,636.00 $9,723.39 60A66C? NWO'NE Po •PWL CW'c •REAL Gmmunlq TO: The Honorable Chair and Trustees Owasso Economic Development Authority FROM: Community Development Department SUBJECT: Development Report DATE: June 1, 2024 NEW COMMERCIAL DEVELOPMENT •OA 24 -01 /0Z 24 -01, Clark- North of NW corner of E 106 St N & N Garnett Rd oAnnexation and subsequent rezoning from Agriculture (AG) in Tulsa County to Commercial Shopping (CS) to be heard by the City Council on 7/16/24 -OA 24 -02 /OZ 24 -02, Green- SE corner of E 106 St N & N Garnett Rd oAnnexation and subsequent rezoning from Agriculture (AG) in Tulsa County to Commercial Shopping (CS) to be heard by Annexation Mercy City Council on 7 /16/24 •Mercy EMS Facility (ON HOLD)- South of the SW corner of 129 E Ave & 116 St N oCity Council approved a combined annexation and rezoning on 4/18/23 *SUP Cific Use Permit Acres a vehiile ma ntenansh)-POrtlon of Lot 1, Blocky, The Replat of Lots 7 sig, Block 4, berevi w Acres OSpecific Use Permit [o allow a vehicle maintenance facility in a Commercial Shopping (CS) zoning designation to be reviewed by the City Council on 6/18/24 •German Corner (Mixed -Use) (ON HOLD) -SW corner of E 1165t N & Garnett Rd OPUD request for a mixed -use commercial development approved by Council on 8/15/23 Rezoning •Martin Office Development (ON HOLD) -1012 N Ash St ORemning request from Residential Single Family to Office approved by Council on 8/15/23 •Redbud Village- North of TTC oPrellminary Plat to be reviewed by Planning Commission on 718/24 oPreliminary Plat previously approved in 2022, has since expired •Clarity Holdings -South of the SW corner of E 1065t N & N Garnett Rd OFinal Plat to be reviewed by the City Council on 7/16/24 •OLS 24 -01- Lot 1, Block 1, The Replat of Lots 7 & 8, Block 4, Graceland Acres oLot Split request, to split the parent tract in two, reviewed by the Technical Advisory Committee on 5/15/2024 •Owasso 7- NE corner of 96 St & Garnett Rd oFinal Plat to be reviewed by the City Council on 6/18124 oPreliminary Plat approved by Planning Commission on 10/9/23 •JDH Properties (116th Attic Owasso) -11105 E 116 St oFinal Plat approved by the City Council on 5/21/24 oSite Plan reviewed by the Technical Advisory Committee on 2/21/24 OPUO request for a mixed -use commercial /self - storage development approved by City Council on 2/20/24 *OLLA 24 -01- 209 E 5 Ave OLot Line Adjustment request, to reconfigure three lots into two, approved on 3/1/2024 •Reserve at Owasso- E 106 St N and US -169 oFinal Plat approved by Council on 9/19/23 oPreliminary Plat approved by Planning Commission on 6/12/23 oOPUD23 -02/OZ 23 -02, to allow for a mixed -use commerical and multifamily development, approved by Council on 3/21/23 • Bailey Commercial Phase 1 -SW corner of E 106 St N & N Garnett Rd oPlanning Commission approved the preliminary plat on 12/12/22 oCity Council approved the final plat for Lots 1 & 2, Block 1 ONLY on 12/20/22 *Hodson Elementary Expansion- SE corner of 86 St N & 145 E Ave oSite Plan to be reviewed by the Tecnical Advisory Committee on 6/19/24 •Owasso Public Works and Vehicle Maintenance Facilities- East of SE corner of N 97 E Ave (Mingo Rd) and E 116 St N o5ite Plan reviewed by the Tecnical Advisory Committee on 5/15/24 o Final Plat approved by the City Council on 4/16/24 -Chase Bank- NE corner of 96 St & Garnett Rd oSite Plan reviewed by the Technical Advisory Committee on 4/17/24 •McDonald's- NE corner of 96 St & Garnett Rd oSite Plan reviewed by the Technical Advisory Committee on 4/17/24 -Murphy's USA (Remodel)- 12107 E 965t N oSite Plan reviewed by the Technical Advisory Committee on 2/21/24, has been approved • Dollar Tree- East of NE corner of 116 St & 129 E Ave oSite Plan reviewed by the Technical Advisory Committee on 12/20/23, has been approved •Vision Hardwood- North of the NE Corner of E 116 St N & N Garnett Rd oSite Plan reviewed by the Technical Advisory Committee on 8/16/23 -Same Day Auto- NE corner of 106th & US -169 -Dental Depot -8722 N Garnett Rd •N Garnett Block 9 (Shell Building)- 9441 N Garnett Rd -Lot 3, Block 9 Smith Farm Village (Shell Building)- SE corner of 96 St & Garnett Rd -Taco Casa- 9581 N Garnett Rd -The Learning Experience- 11637 N 129th E Ave -5th Avenue Business Park- 304 E 5th Ave -Trinity Presbyterian Church — NW corner of E 76 St N and N Memorial Dr •Helscel- Huneryager Industrial Park -7301 N 115 E Ave REDBUD DISTRICT DEVELOPMENT I whcv; Co r-K�Cu _ "k., Coming .. Owasso PD Shoot -House & Multi- purpose • Vintage at Redbud Buildings- 710 & 720 S Main St o OPUD 23 -03, to allow for 7 townhomes on a o Completed! single Downtown Mixed (DM) -zoned lot approved b Cit Council on 3/21/23 • Tyner Duplexes- NE comer of W I'' St & N Atlanta Community Center Patio /Outdoor Classroom o Completed! o 2 Lot Split requests (as there are two lots involved) to split property into a total of 5 lots approved by Planning Commission on 10/10/22 o Under construction Merlot (Tyner Townhome Development)- 108 N • Birchwood- 414S Birch Atlanta o Rezoning request from Residential Single - o Completed! Family (RS -3) to Residential Multifamily (RM) approved by Council on 8/16/22 o Technical Advisory Committee reviewed Site Plan on 9/21/22, has been approved o Under construction Tyner Quadplex Development- 203 E 3rd St N • Tyner Lofts on 2nd- SE corner of W 2nd St & N • Completed! Atlanta • Lot Split requesting the lot be split in half approved by Planning Commission on 7/11/22 • Site Plan reviewed by the Technical Advisory Committee on 7/20/22 o Under construction Poster's (Expansion)- 105 E 2 St • Potential Library Expansion • Opened 06/2023 o TCCL held a townhall meeting on potential expansion in 01/2022 EXPANSION OF EXISTING COMMERCIAL Owasso High School Track- 12901 E 86 St N • OPS proposing to add a total of 6 buildings (storage, concessions, restrooms) to the existing track /football field • Site plan reviewed by the Owasso Technical Advisory Committee (TAC) on 10/18/23, has been approved • Under construction • SAHO (2nd Location)- 401 W 2nd St • Easement Closure request to close an easement that conflicts with the proposed expansion footprint approved by City Council on 10/17/23 • Remodeling existing building in 1 sr phase (completed) • Construction underway to add an additional 5,000 sq ft in 2nd phase • Attic Storage - 7801 N Owasso Expressway o OBOA 23 -02, a Special Exception to allow for an expansion of a non - conforming use (warehousing and storage in a CG district) approved by the Owasso Board of Adjustment on 2/28/23 • First Christian Church Owasso (addition)- 10100 N Garnett Rd • Site Plan approved • Under Construction NEW RESIDENTIAL DEVELOPMENT •N /A •OPUD 23 -05, Morey Apartments (ON HOLD)- Near SE corner of E 86 5t N & N 125 E Ave oPlanned Unit Development request to allow for an 8 -unit multi - family complex approved by City Council on 9/19/23 -Silo at Smith Farm- SE of E 96 St N & N Garnett Rd oFinal Plat to be reviewed by City Council on 6/18/24 -Fairway Villas- SE corner of 89 St & 97 E Ave oFinal Plat approved City Council on 5/21/24 oPreliminary Plat approved by Planning Commission on 1/8/24 -Palmer 4-Plex (ON HOLD)- North of NW corner of 96 St & Mingo Rd oPlanned Unit Development request to allow for an 12 -unit multi -fam ➢y complex approved by City Council on 9/19/23 -Villas at Stonebridge II -12924 E 76 St N oFinal Plat approved by City Council on 2/20/24 oOriginally approved on 3/21/23, but has since expired -Kelly Acres- North of NW corner of 96 St & Mingo Rd oFinal Plat approved by City Council on 12/19/23 -Twill Johnson Ranch- NW corner of E 101 St N & N 129 E Ave oFinal Plat approved by City Council on 9/19/23 -Presley Hollow Phase II & III- East of NE corner of E 76 St N & N 145 E Ave oPreliminary Plat approved by the Planning Commission on 8/15/23 *Hawthorne at Stone Canyon, Phase II- SW of the intersection of E 76 ST N and N 193 E Ave oPreliminary Plat approved by Planning Commission on 6/12/23 -Smith Farm Village - SE corner of E 96 St N and N Garnett Rd o62 single - family lots, to serve as dedicated rental community oPreliminary Plat (for residential portion) approved by Planning Commission in 10/2021 •Reunion at Owasso Phase III —NW comer of E 98 St N and N 119 E Ave (behind Lowes) 039 unit multi - family complex for seniors o5ite Plan reviewed by the Technical Advisory Committee on 2/15/23 -Owasso Senior Living (ON HOLD)- SW corner of E 101 St N & N 123 E Ave o62 unit multi - family complex for seniors oSite Plan reviewed by the Technical Advisory Committee on 11/16/22 o94 of 94 single - family lots remaining • Morrow Place Phase 111- East of SE corner of E 126 St N & N 129 E Ave o63 of 98 single - family lots remaining -Villas at Cypress Crossing- NE corner of E 99 St N & US -169 Service Rd • Hawk's landing- East of SE corner of E 76 St N & N 145 E Ave 037 of 70 single - family lots remaining • Casa del Mar (apartment portion) -SE corner of 86 & Memorial o240 unit multi - family complex, to be built in phases • Parker (formerly "Emery") Village Apartments— NE of the intersection of E 106 St N and N Garnett Rd 032 of 120 single - family lots remaining o262 unit multi - family apartment complex •Twill at Bailey Creek- NE corner of E 96 St N and N Mingo Rd 0104 unit detached multi - family complex •Hawthorne at Stone Canyon, Phase 1 —SW of the intersection of E 76 ST N and N 193 E Ave o3 of 19 single - family lots remaining • Presley Hollow — North side of 76 St N and N 161 E Ave o24 of 197 single - family lots remaining -Reunion at Owasso— NW corner of E 98 St N and N 119 E Ave (behind Lowes) o22 unit multi - family complex for seniors -Stone Creek of Owasso — SW corner of E 76 St N and N 161 E Ave o42 of 100 single - family lots remaining •Nottingham Hill—SW corner of E 96 St N and N 145 E Ave o13 of 58 single - family lots remaining Would you like to see a map of where these 0' developments are occuring? Please scan here! ■ REAL Peeple • REFL ChaOCter • REAL Gommunlly New Items Case Number: OA 24 -01 /OZ 24 -01 Case Type: Annexation & Rezoning General Location: 10636 N Garnett Rd, Owasso, OK 74055 Planning Commission Meeting: July 8, 2024 City Council Hearing: July 16, 2024 Project Detail: Annexation request for a 4.55 -acre tract, concurrently heard with a rezoning request to amend the zoning designation from AG to CS upon annexation. The subject property is currently zoned AG within Unincorporated Tulsa County. City of Owasso Planner Assigned to Project: Wendy Kramer- City Planner (918)376 -1545; wkromer @cityofowasso.com Case Number: OA 24 -02 /OZ 24 -02 Case Type: Annexation & Rezoning General Location: 11328 E 106th ST N, Owasso, OK 74055 Planning Commission Meeting: July 8, 2024 City Council Hearing: July 16, 2024 Project Detail: Annexation request for a 2.59 -acre tract, concurrently heard with a rezoning request to amend the zoning designation from RE to CS upon annexation. The subject property is currently zoned RE within Unincorporated Tulsa County. City of Owasso Planner Assigned to Project: Alexa Beemer, AICP - Planning Manager (918)376 -1536; abeemer @cityofowasso.com City of Owasso Community Development Planning Items List June 4, 2024 -asp u e, June 4, 2024 Page 1 of 6 City of Owasso Project Name: Clarity Holdings Case Type: Combined Preliminary & Final Plat General Location: South of the southwest corner of N Garnett Rd and E 106th ST N Planning Commission Meeting: July 8, 2024 City Council Hearing: July 16, 2024 Project Detail: Preliminary and Final Plats proposing 2 Lots on 1 Block and is approximately 1.496 acres. The subject tract is zoned CG under OPUD 06 -04. Project Representative: JC Engineering (918)798-5979;joe@j-c-engineedng.com City of Owasso Planner Assigned to Project: Alexa Beemer, AICP - Planning Manager (918)376 -1536; obeemer @cityofowasso.com Project Name: Red Bud Village Case Type: Preliminary Plat General Location: North of 10800 N 1371h E Ave, Owasso, OK 74055 (Tulsa Technology College Campus) Planning Commission Meeting: July 8, 2024 Project Detail: Preliminary Plat proposing 4 Lots on 2 Blocks and is approximately 51.41 acres. The subject tract is zoned CS and RM under OPUD 21 -01 and is within the US -169 Overlay district. Project Representative: Engineered by Design, PI-LC (405)234 -0980; ahale@engineeredbydesign.pro City of Owasso Planner Assigned to Project: Wendy Kramer- City Planner (918)376 -1545; wkramer @cityofowasso.com �t Ii LA ml i4 "II6 1' June 4, 2024 Page 2 of 6 City of Owasso Project Name: Owasso Hodson Elementary Expansion Case Type: Site Plan `this case type does not go to public meetings for review /approval" General Location: 14500 E 86th ST N, Owasso, OK 74055 Project Submitted to Staff: May 31, 2024 Project Detail: Site Plan proposing the addition of 15,657 sq. ft to the existing building on a l0 -acre property. The subject property is zoned PF. Project Representative: Wallace Design Collective (918)584 -5858; nick.mason @wallace.design City of Owasso Planners Assigned to Project: Alexa Beemer, AICP - Planning Manager (918)376 -1536; obeemer @cityofowasso.com Wendy Kramer- City Planner (918)376 -1545; wkramer @cityofowasso.com Previously Reported Items (May 2024 Submittal Deadline) Case Number: SUP 24 -01 Case Type: Specific Use Permit (SUP) General Location: North of the northeast corner of E 76th ST N and N 129th E Ave Planning Commission Meeting: June 10, 2024 City Council Hearing: June 18, 2024 Project Detail: Request to approve a Specific Use Permit on 1.95 acres, to allow a proposed auto maintenance use (carwash facility) within the CS zoning district. The subject property is zoned CS. City of Owasso Planner Assigned to Project: Wendy Kramer- City Planner (918)376 -1545; wkramer @cityofowasso.com iffiF; a ©LTAr m June 4, 2024 Page 3 of 6 City of Owasso Project Name: Owasso 7 Case Type: Final Plat General Location: Northeast corner of E 96th ST N and N Garnett Rd Planning Commission Meeting: June 10, 2024 City Council Hearing: June 18, 2024 Project Detail: Final Plat proposing 2 Lots on 1 Block and is approximately 2.30 acres. The subject tract is zoned CG and is within the US -169 Overlay district. Project Representative: AAB Engineering LLC (918)514 -4283; alan @aabeng.com City of Owasso Planner Assigned to Project: Wendy Kramer- City Planner (918)376 -1545; wkromer @cityofowasso.com Project Name: Silo at Smith Farm Case Type: Final Plat General Location: Southeast of E 96th ST N and N Garnett Rd Planning Commission Meeting: June 10, 2024 City Council Hearing: June 18, 2024 Project Detail: Final Plat proposing 62 Lots on 6 Blocks and is approximately 13.47 acres. The subject tract is zoned RNX and CS under OPUD 21 -02 and is within the US -169 Overlay district. Project Representative: Tulsa Engineering & Planning - TEP (918)252 -9621; j.taber @tulsoengineering.com City of Owasso Planner Assigned to Project: Alexa Beemer, AICP - Planning Manager (918)376 -1536; abeemer @cityofowasso.com *Subject tract is shown by the pink polygon on the right. Cpl [ 1w I 4 111 �y {. � I � f:' I _,. 5 �, • laid' __„_� :!7 IT.. P .1 '.r� - I • June 4, 2024 Page 4 of 6 City of Owasso Case Number: OLS 24 -01 Case Type: Lot Split *this case type does not go to /, y public meetings for review /approval* General Location: 12901 E 761h ST N, Owasso, OK 74055_ al Project Submitted to Staff: May 1, 2024 Project Detail' Lot Split proposing to split a 3.9 -acre parent tract into two new lots. The property is zoned CS. City of Owasso Planners Assigned to Project: Alexa Beemer, AICP - Planning Manager (918)376 -1536; abeemer @cityofowasso.com Project Name: Owasso Public Works Facility Case Type: Site Plan *this case type does not go to public meetings for review /approval* General Location: VA mile east and south of E 116th ST N and N 97th E Ave (N Mingo Rd) Project Submitted to Staff: April 25, 2024 Project Detail: Site Plan proposing the construction of five (5) buildings on a 63.67 -acre property. The property is zoned PF. Project Representative: Wallace Design Collective (918)584 -5858; karl.fritschen @wallace.design City of Owasso Planners Assigned to Project: Alexa Beemer, AICP - Planning Manager (918)376 -1536; abeemer @cityofowasso.com Wendy Kramer- City Planner (918)376 -1545; wkramer @cityofowasso.com - - iTiai .Ify . P! G'�J�49 I I /E I 1t R �:LUAF',9G1 c� P R 91 `mod L June 4, 2024 Page 5 of 6 City of Owasso To view Planning Items in an Interactive Map Format, please visit: httos: / /experience.orcais.com /experience /fd95b424 290c427fb4567ffff l 771 e 1 b29d/ ❑� ❑� Public Participation Visit the City of Owasso's agenda center for agendas, packets, and minutes for City Council, Planning Commission, and Board of Adjustment: httiDs://www.citvofowasso.com/AaendaCenter ❑ u�,r320 1 For Planning Commission and Board of Adiustment meetings: If you want to comment on a planning division item at an upcoming meeting and are unable to attend, you may submit comments /feedback to Planning Staff at plannina@citvofowasso.com by email. Please include either the case number or project name in the subject line of your correspondence. These comments will then be shared with the relevant Board, Commission, or City Council. June 4, 2024 Page 6 of 6 City of Owasso RESIDENTIAL SINGLE FAMILY NEW CONSTRUCTION MONTH END REPORT MAY 2024 Month 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 1 January 12 15 9 8 9 9 7 35 8 14 2 February 19 26 15 8 8 4 8 11 4 31 3 March 23 18 55 19 4 12 9 8 29 23 4 April 27 23 20 17 6 8 49 25 13 11 5 May 15 9 11 20 4 5 19 24 19 16 6 June 11 31 5 7 5 22 24 7 11 7 July 20 16 9 14 11 11 34 7 8 8August 33 15 12 6 6 35 17 1 23 9 September 13 15 6 2 7 17 33 3 13 10 October 23 12 7 3 21 7 24 2 11 11 November 25 6 19 7 2 10 20 5 3 12 December 7 3 9 6 3 7 14 3 25 Totals 228 189 177 117 86 147 258 131 167 95 YTD 96 91 110 72 31 38 92 103 73 95 MAY YEAR -TO -DATE COUNT 120 100 80 60 40 0 ------- -- -- -- ----- - - -- -- ------ ------ ------ ------ ------ - --- °__-- _----- ------- -'-_ ............... _ _ ----------------- ------------- ------- "'----- __— _------ ------- ------ .. _._----- ----------- ------ ------ ----------------- - ------------ ------- 2018 2019 1 2020 2021 - -_ --- ----- ----- ------ ---'- ------ 2023 2024 .. --- ------------------ --._----------------------- ------ - 2022 2015 2016 2D17 MAY 96 91 110 72 31 38 92 103 73 95 20,000,000 MAY YEAR -TO -DATE DOLLARS 15,000,000 10, 000, 000 5,000,000 0 ------------------------------ --------------------- - _- --- ------- ---------------- -- ----- " "--------------------------- "------------ -------------- ------ ------------- "' - ----------- 2020 2021 2022 2li 2024 MAY 5,283,895 F 13,921,066 15,290,020 13,495,325 16,335,355 TOTAL NEW CONSTRUCTION DOLLARS FOR EACH YEAR 45,000,000 30,000,000 15,000,000 --- __'_---____ -------- - ----- *44 -- ,' - " "------------------------- --------- 2021 2022 2023 2024 TOTAL 38,080,961 20,280,175 30,600,920 16,335,355 CITY OF OWASSO RESIDENTIAL LOT INVENTORY STATUS May 31, 2024 Hawk's Landing (6/21) Hawthorne at Stone Canyon Ph 1 (3/20) Keys Landing II (12/23) Morrow Place III (11123) Nottingham Hill (6/09) Parker Village (4/21) Presley Hollow (3/21) Stone Creek at Owasso (9/20) TOTALS # OF LOTS # DEVELOPED # AVAILABLE 70 33 37 19 16 3 94 0 94 98 40 58 58 45 13 120 91 29 197 181 16 100 58 42 757 465 292 RESIDENTIAL MULTI- FAMILY NEW CONSTRUCTION MONTH END REPORT MAY 2024 (Initial recording began May 2016) Month 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 January 4 0 0 0 0 107 0 0 2 February 6 0 0 0 0 4 14 0 3 March '13 0 64 0 22 0 0 0 4 April 0 4 0 0 0 6 0 0 5 May 0 0 0 0 0 0 262 0 0 6 June 0 0 0 0 0 0 240 0 7 July 0 0 0 0 0 0 0 366 8 August 0 0 0 0 0 0 0 42 9 September 0 4 9 0 0 0 36 0 10 October 0 0 0 0 0 0 0 0 11 November 0 0 0 0 0 0 0 0 12 December 0 '10 0 0 58 0 0 0 Totals 0 37 13 64 58 22 655 422 0 0 YTD 0 23 4 64 0 22 379 14 0 0 'Units part of mixed use projects. Construction dollars counted towards new commercial. MAY YEAR -TO -DATE DOLLARS 50,000,000 40,000,000 ------------ ---- .............. �...�.....�_._.. -. 30,000,000 ------------ ----- _.- . ------ __ ---------------- ------ ------------------­----- --- ---------- _ ----------------- _ ------ ---- --- --- ----- ------------- - - --- . .............. ....... 10,000,000------------------------- --- — ----------- - ------------- ------------------------------- .......... . ... . 0 0 2020 2021 2022 2023 2024 MAY 0 1,239,000 41,312,468 2,150,000 0 COMMERCIAL NEW CONSTRUCTION MONTH END REPORT MAY 2024 Month 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 1 January 1 2 2 0 0 1 1 0 1 1 2 February 2 1 0 0 3 0 0 3 2 3 3 March 2 0 2 3 2 1 1 8 1 0 4 April 2 0 0 0 0 0 3 2 3 0 5 May 0 0 1 2 1 0 0 1 3 0 6 June 3 2 0 1 1 2 2 3 1 7 July 0 2 0 2 0 2 2 0 0 2023 8 August 0 2 2 1 2 0 2 2 2 9 September 2 3 1 1 2 1 3 1 2 10 October 1 2 0 0 0 1 0 1 0 11 November 1 1 2 1 0 1 3 2 1 12 December 0 0 0 0 0 0 1 0 2 Totals 14 15 10 11 11 9 18 23 16 4 YTD 7 3 5 5 6 2 5 14 10 4 MAY YEAR -TO -DATE COUNT 25 ---- -------------- — – – - - - -- _ – 20 ----- - ---- --- ---------- ------------------------------------------------------------ --------- 15 ---------------- – ----- – ---- ---- -- ------ – ------- — ------------- ---- ------------------------------ 10-------------------------------- - -- --- --- --- – ---------- . ------ - --__----------- - -------------- 0 2015 2016 2017 2018 1 2019 1 2020 2021 2022 2023 2024 MAY1 7 1 3 1 5 1 5 1 6 1 2 1 5 1 14 1 10 1 4 MAY YEAR -TO -DATE DOLLARS 25,000,000 20,000,000 ------- - ----- ----- - _------ ........................................ ----- -- ..- _........... ------- 15,000,000 ------------------ -- _...._.__ ___ ---______- ---- _____..._._....._ .... .___..®_.-- --- 10,000,000 ._—.— ................ .-- ---- -- - --- -- 5,000,000 ------ — '–_. -- ------------ –....__.. ----------------------- ------------- 0 2020 2021 2022 2023 2024 MAY 5,000,000 19,746,400 8,069,256 17,553,000 5,450,000 TOTAL NEW CONSTRUCTION DOLLARS FOR EACH YEAR 60,000,000 45,000, 000 ---- ------------ --- --------- -------------------------------------------------------- .............. ------- ----- 30,000,000 ------------------------------- ..........-_---------------------------- 15,000,000 .. ....,.____ ---- -------- ....... ....... ------------- 2020 2021 2022 2023 2024 TOTAL 25,640,180 56,068,466 25,134,256 32,518,744 5,450,000 Certificate of Occupancy Monthly List NAME ADDRESS DATE COMPLETE MAY 2024 Parker Village 10703 N Garnett Rd, Building G 5/6/2024 Yes Folds of Honor 7301 N Owasso Exp, Building E, Unit 105 5/15/2024 Yes The Learning Center 11637 N 129 E Ave 5/20/2024 Yes 5th Avenue Business Park (white box) 314 E 5 Ave, #209 5/22/2024 Yes Parker Village 10703 N Garnett Rd, Building J 5/24/2024 No Parker Village 10703 N Garnett Rd, Building K 5/24/2024 No Parker Village 10703 N Garnett Rd, Building L 5/24/2024 No APRIL 2024 Oklahoma Joes Barbeque 9500 N 129 E Ave, #130 4/9/2024 Yes Pickleman's (white box) 11310 E 96 St N 4/10/2024 Yes Jimmy's Egg 9529 N Owasso Exp 4/11/2024 Yes Martin Outdoors & Tackle 314 E 5 Ave, #204 4/18/2024 Yes Twisted Tee Golf 314 E 5 Ave, #208 4/18/2024 Yes Parker Village 10703 N Garnett Rd, Building E 4/22/2024 Yes Pickleman's 11310 E 96 St N 4/29/2024 Yes MARCH 2024 5th Avenue Business Park 314 E 5 Ave, Buildings A, B, & C 3/7/2024 Yes Fulfilled Coffee Lab 105 S Main St 3/18/2024 Yes Parker Village 10703 N Garnett Rd, Building C 3/18/2024 Yes Parker Village 10703 N Garnett Rd, Building N 3/18/2024 Yes Catrina Fresh Mex 12140 E 96 St N, #110 3/19/2024 Yes Las Delicias Tortilla's 308 E 5 Ave, #E 3/25/2024 Yes Floyd's 99 Barbershop 11340 E 96 St N, #400 3/27/2024 Yes FEBRUARY 2024 Eagle Window Tint 314 E 5 Ave, #201 2/14/2024 Yes Spencer's Gifts 12305 E 96 St N 2/20/2024 Yes Code Wiz 12500 E 86 St N, #102 2/29/2024 Yes JANUARY 2024 7301 N Owasso Exp, Build A, Unit 110 12/19/2023 Yes T3 Management - Prime Cannabis 427 E 2 Ave 1/16/2024 Yes Pose Studio 7301 N Owasso Exp, Build A, Unit 120 1/18/2024 Yes Bounce Owasso 7301 N Owasso Exp, Build M, Unit 100 -115 1/19/2024 Yes Icy Melts Direct 7794 N Owasso Exp, #3338 1/23/2024 Yes a] X03:4 �,1F34:F1111*? Parker Village — Clubhouse 10703 N Garnett Rd 12/7/2023 Yes Texas Roadhouse 9311 N Owasso Exp 12/8/2023 Yes Redbud Event Center 405 W 2 Ave 12/15/2023 Yes Great Plains Mattress 7301 N Owasso Exp, Build A, Unit 110 12/19/2023 Yes Cava 11340 E 96 St N, #500 12/20/2023 Yes SAHO Animal Hospital 401 W 2 Ave 12/27/2023 Yes Tulsa Bone & Joint 9455 N Owasso Exp, #K 12/29/2023 Yes NOVEMBER 2023 OK Roots Farm to Market 11595 E 116 St N 1117/2023 Yes Restore U Wellness 201 S Main St, Suite 180 11/15/2023 Yes Dutch Bros Coffee 13202 E 86 St N 11/16/2023 Yes The Dripbar 9002 N 121 E Ave #450 11/17/2023 Yes 169 Business Park (white box only) 7301 N Owasso Exp, Building M 11/27/2023 Yes The Grove 7301 N Owasso Exp, Build M, Unit 120 & 125 11/27/2023 Yes Threadz Athletics & Customs 9100 N Garnett Rd, Suite K 11129/2023 Yes Twill Bailey Creek 9803 E 96 St N 11/30/2023 No Cify of Ow 43,&— 200 S. Mai. St. Owayv, OK 74055 Certificate of Occupancy Monthly List Yes NAME ADDRESS DATE COMPLETE OCTOBER 2023 8263 N Owasso Exp, #G 9/25/2023 Yes Eva's Massage & Day Spa 8703 N Owasso Exp, #P 10/17/2023 Yes Arribin Hills Winery 7301 N Owasso Exp, Build A, Unit 125 10/23/2023 Yes 1 Dream Distribution 7762 N Owasso Exp 10/26/2023 Yes SmokeKing 7726 N Owasso Exp, Suite A & B 10/31/2023 Yes Hillbilly Tradin Post 105 S Main St 9/6/2023 Yes Studio 31 11595 E 116 St N, #A 9/19/2023 Yes Abundant Health 8263 N Owasso Exp, #G 9/25/2023 Yes Vaya Physical Therapy & Wellness 8751 N 117 E Ave, #H 9/29/2023 Yes AUGUST 2023 Township 21 8550 N 145 E Ave 8/1/2023 Yes OPS Owasso Wellness Center 12901 E 86 St N 8/3/2023 Yes 011ie Pop 209 E 2 Ave, #2 8/3/2023 Yes $5 Gold Diggers 8751 N 117 E Ave, #A 8/3/2023 Yes Performance Repair 520 S Cedar St, #D 8/10/2023 Yes 169 Business Park (white box only) 7301 N Owasso Exp, Building E 8116/2023 Yes Journey To Success 13315 E 112 St N, #206 8/21/2023 Yes Salad & Go 11360 E 96 St N 8/22/2023 Yes Owasso Motors 7301 N Owasso Exp, Build E, Unit 100 8/22/2023 Yes Where The Wild Things Play 117 S Main St 8/28/2023 Yes The D Taylor 7301 N Owasso Exp, Build E, Unit 125 8/30/2023 Yes Owasso Physical Therapy 8283 N Owasso Exp, #C 8130/2023 Yes JULY 2023 Pool Time 11560 N 135 E Ave, #101 -B 7/5/2022 Yes Dunkin Donuts 11420 E 96 ST N 7/6/2023 Yes 918 Family Wellness 8430 N 123 E Ave 7/11/2023 Yes JUNE 2023 Foster's Auto Body 108 S Birch St 6/512023 Yes Evergreen Coffee Co. 11204 N Garnett Rd 6/8/2023 Yes On Call Pediatrics 12150 E 96 St N, #10 6/21/2023 Yes Healing Harvest Growers 7794 N Owasso Exp, #3338 6/26/2023 Yes Owasso Joy Academy 9000 N 145 E Ave 6/26/2023 Yes Hawaiian Bros 11602 E 96 St N 6/23/2023 Yes Owasso Behavioral Health 12808 E 86 St N 6/27/2023 Yes Armstrong Bank 12401 E 86 St N 6/28/2023 Yes Ci#y of Owasso-- 200 S. Mai. S* Owatsv, OK 74055 PERMITS APPLIED FOR IN MAY 2024 ADDRESS BUILDER ADD /ZONE VALUE A.S.F. PERMIT# 12409 N 134 E Ave Simmons Homes MPIII /RS3 $ 166,125 2,215 24- 0501 -X 10015 N Owasso Exp Lektron CCA /RM $ 67,000 113 24- 0502 -5 10606 N 120 E Ct Capital Homes PV /RS3 $ 210,225 2,803 24- 0503 -X 15906 E 74 St N Midwest Pools SC /RS3 $ 79,685 557 24- 0504 -P 12022 E 106 PI N Capital Homes PV /RS3 $ 168,525 2,247 24- 0505 -X 12406 N 133 E Ave Capital Homes MPIII /RS3 $ 126,225 1,683 24- 0506 -X 9540 N Garnett Rd #107 A -Max Signs CC /CS $ 5,000 21 24- 0507 -S 12017 E 108 PI N Capital Homes PV /RS3 $ 139,125 1,855 24- 0508 -X 314 E 5 Ave #304 Blue Bear Lighting 5thABP /IL $ 3,000 70 24- 0509 -S 8299 N Owasso Exp Merak Group 3L /CG $ 100,000 75 24- 0510 -C 7551 N Owasso Exp Superior Signs FC /CS $ 4,500 69 24- 0511 -S 13403 E 123 PI N Simmons Homes MPIII /RS3 $ 116,925 1,559 24- 0512 -X 12405 N 133 E Ave Simmons Homes MPIII /RS3 $ 116,925 1,559 24- 0513 -X 13408 E 124 St N Simmons Homes MPIII /RS3 $ 166,125 2,215 24- 0514 -X 9002 N 121 E Ave #450 A -Max Signs SFV /CS $ 4,000 35 24- 0515 -5 314 E 5 Ave #209 A -Max Signs 5thABP /IL $ 4,000 44 24- 0516 -S 7918 N 145 E Ct Executive Homes PH /RS3 $ 228,825 3,051 24- 0517 -X 14514 E 79 St N Executive Homes PH /RS3 $ 172,575 2,301 24- 0518 -X 14504 E 80 St N Executive Homes PH /RS3 $ 153,300 2,044 24- 0519 -X 7907 N 146 E Ave Executive Homes PH /RS3 $ 173,575 2,301 24- 0520 -X 8009 N 146 E Ave Executive Homes PH /RS3 $ 228,825 3,051 24- 0521 -X 7921 N 146 E Ave Executive Homes PH /RS3 $ 185,175 2,469 24- 0522 -X 14511 E 79 St N Executive Homes PH /RS3 $ 175,800 2,399 24- 0523 -X 14503 E 79 St N Executive Homes PH /RS3 $ 153,300 2,044 24- 0524 -X 14500 E 86 St N Crossland Construction PHES /PF $ 8,000,000 1 84,852 24- 0525 -C 1309 N Main St Lowry Construction JA /CG $ 1,000,000 6,489 24- 0526 -C 12700 E 76 St N Central Hains Concrete OKBA /RS1 $ 98,000 100 24- 0527 -C 16 Single Family $ 2,681,575 35,796 SgFt 1 Commercial Accessory $ 98,000 100 SgFt 3 Commercial Remodel $ 9,100,000 91,416 SgFt 6 Signs $ 87,500 352 SgFt 1 Pool $ 79,685 557 SgFt 27 Total Building Permits $ 12,046,760 128,221 SgFt 0Lfy of Owai -W200 S. Mo-i -Sf OwaiW, OK 74055 City of Owasso Public Work Department STATUS REPORT June 4, 2024 - Garnett Road Widenina (E 106 St N to E 116 St N) - Engineering design is 95% complete. - Land acquisition is complete. - Utility relocation is expected to be complete in June 2024; followed by roadway construction September 2024. Mingo_ and E 116 St N Intersection /E 116 St N from Minao to Garnett Road Improvements - On February 21, 2023, City Council approved construction contract with Crossland Heavy Construction. - Construction commenced in May 2023. - Concrete placement continues from the railroad tracks to Garnett Rd. - Substantial completion is expected in August 2024, with final completion by October 2024. E 96 St N from approximately N 119 E Ave to N 129 E Ave Improvements - With the cost exceeding the budget by $3 million, the project has been split into two phases. - The east phase will include improvements from the US 169 bridge and E 96 St N to N 129 E Ave. Bid opening occurred on May 30 2024, with construction expected to commence in August 2024. - The west phase will include improvements from N 119 E Ave to US 169 and E 96 St N bridge. Bid letting is expected to occur in October 2024, with construction commencing in January 2025. - E 106 St N and N 129 E Ave Intersection Improvements - Engineering design is approximately 90% complete. - Right -of -way negotiations continue with 1 out of the 17 property owners. - VVEC has completed relocating poles on the NE corner of the project. - ONG Relocation agreement has been approved by City Council. - Remaining utility relocation will commence as soon as the remaining right -of -way is acquired. Ranch Creek Interceptor Improvements from E 96 St N to E 116 St N - In January 2024, OPWA approved a construction contract with Timberwolf Construction. - May 2024, contractor commenced with installing 24" gravity sewer line, with completion expected by March 2025. 2022 Street Rehabilitation Proiect - The street rehab project is separated into phases as shown below: • First Phase - Various street improvements in Baptist Retirement Center, Elm Creek Estates, Three Lakes II and Coffee Creek subdivisions are complete. • Second Phase - N 97 E Ave (Mingo Rd) from E 96 St N to E 116 St N - Cooperative effort between Tulsa County and City of Owasso to do full depth reclamation of the asphalt roadway. Construction is scheduled to commence in September 2024. • Third Phase - January 30, 2024, Tulsa County commenced with the asphalt overlay on E 76 St N from N 129 E Ave to N 145 E Ave. Roadway Improvements along with roadway striping is complete. - E 96 St N and N 145 E Ave Intersection Improvements - In November 2021, City Council approved an engineering agreement with Garver LLC. - Engineering design is approximately 95% complete. - Land acquisition continues with 2 of the 13 property owners. - Utility relocation will commence once right -of -way is acquired; followed by roadway construction. - E 96 St N from N 134 E Ave to N 145 E Ave Improvements - In July 2022, City Council approved an engineering agreement with Garver Engineering. - Engineering design is approximately 80% complete. - Land acquisition commenced in March 2024; followed by utility relocation. - 2023 Street Rehabilitation Project (Main Street Improvements) - Construction phase will be separated into two phases. First phase - Street Improvements from 3rd Street to 11 +h Street will commence the week of June 1, 2024, with completion by October 2024. Second Phase - Street Improvements from Broadway to 3rd Street will commence in November 2024, with completion by February 2025. - Public Works and Vehicle Maintenance Facility - In October 2022, OPWA approved an architectural /engineering agreement with Beck Design. - The schematic design is complete. - Staff is currently reviewing the 95% set of plans. - Bid advertisement is tentatively scheduled for June 24, 2024, with bid opening on July 25, 2024. - Construction is scheduled to commence in September 2024. - Original Elm Creek Interceptor Rehabilitation - In January 2024, OPWA approved a construction contract with Insituform Technologies, LLC. - Construction commenced in May 2024, with completion by August 2024. - 117th Force Main Replacement - In March 2021, OPWA approved an engineering agreement with Kellogg Engineering, Inc. - Engineering design is approximately 95% complete. - Easement obtainment commenced in October 2023; followed by construction. - Land acquisition continues with 2 of the 3 property owners. - Morrow Gravity Sanitary Sewer Line Extension - In March 2024, OPWA approved a construction contract with GC Enterprises, LLC. - Construction is scheduled to commence June 2024, with completion in November 2024. - E 86 St N and N 161 E Ave Intersection Improvements - In April 2024, Engineering design commenced, with completion expected by October 2024; followed by land acquisition. June 2024 Sales & Use Tax Report rtena.5`eeFlu • nen� enaracmr • aew� C--H, $4.5D0 00 $4 $3 $a $2 $2 $1. $1, Total Monthly Sales Tax Comparison Jul Aug Be, Oct Noe Dec Jan Fen Mar Apr May Jun .AcWsl ^– Budge 'LaetYear Year -to -Date Sales Tax Total $50,101,000 111,011 500,000 $35,000,000 100.000 $30,000,000 500,000 100,000 500,000 $20,000,000 300,000 $1s,000,000 500,000 $10,000,000 Jul Aug Be, Oct Noe Dec Jan Fen Mar Apr May Jun .AcWsl ^– Budge 'LaetYear Year -to -Date Sales Tax Total $50,101,000 545,000,000 $40)000,000 $35,000,000 $30,000,000 325,000.00 $20,000,000 $1s,000,000 $10,000,000 $s,000,000 s Jul Aug Sep - Oct Nee Dec Jan Feb Mar Apr Mry Jun +–A .j – 'eud6el —Lat Yeer City of Owasso Total Sales & Use Tax Report Budget to Actual Comparison June 10, 2024 2023 -24 2023 -24 Actual Collections Budget Projections Over (Under) Projection Amount Percent Amount Percent Amount Percent Jul $ 4,295,419 8.6% $ 4,082,105 8.2% $ 213,315 5.2% Aug 4,311,089 8.6% 4,264,232 8.5% 46,857 1.1% Sep 4,079,861 8.2% 4,126,962 8.3% (47,100) -1.1% Oct 4,257,747 8.5% 4,147,662 8.3% 110,085 2.7% Nov 4,093,428 8.2% 4,120,139 8.2% (26,711) -0.6% Dec 4,255,198 8.5% 4,245,038 8.5% 10,160 0.2% Jan 4,679,710 9.4% 4,625,008 9.3% 54,702 1.2% Feb 4,722,849 9.5% 4,631,229 , 9.3% 91,620 2.0% Mar 3,682,235 7.4% 3,716,828 7.4% (34,593) -0.9% Apr 4,035,659 8.1% 3,744,952 7.5% 290,707 7.8% May 4,402,692 8.8% 4,173,837 8.4% 228,855 5.5% Jun 4,090,050 8.2% 4,085,685 8.2% 4,365 0.1% Totals $ 50,905,937 101.9% $ 49,963,676 100.0% $ 942,261 1.9% City of Owasso Total Monthly Sales Tax Revenues Last Five Fiscal Years 2023 -2024 2022 -2023 2021 -2022 2020 -2021 2019 -2020 Jul $ 3,809,901 $ 3,859,805 $ 3,440,377 $ 3,464,240 $ 3,005,671 Aug 3,892,331 3,888,306 3,558,829 3,386,133 2,968,434 Sep 3,629,534 3,743,687 3,522,962 3,227,732 2,969,838 Oct 3,839,191 3,767,889 3,653,860 3,093,584 3,067,281 Nov 3,686,934 3,750,140 3,443,276 3,162,417 2,855,219 Dec 3,777,373 3,854,603 3,538,043 3,214,507 3,105,262 Jan 4,107,128 4,145,010 3,890,744 3,466,684 3,399,527 Feb 4,109,253 4,055,635 4,033,475 3,406,382 3,294,059 Mar 3,270,677 3,334,731 2,990,573 2,987,980 2,677,677 Apr 3,636,407 3,659,838 3,491,187 2,803,716 2,845,063 May 3,934,149 4,018,971 3,726,630 3,596,560 2,953,020 Jun 3,650,844 3,797,070 3,678,903 3,714,051 2,907,154 $ 45,343,723 $ 45,875,686 $ 42,968,861 $ 39,523,987 $ 36,048,205 City of Owasso Total Sales Tax Report Budget to Actual Comparison June 10, 2024 2023 -2024 2023 -2024 Actual Collections Budget Projections Over (Under) Projection Amount Percent Amount Percent Amount Percent Jul $ 3,809,901 8.5% $ 3,700,059 8.2% $ 109,842 3.0% Aug 3,892,331 8.7% 3,871,550 8.6% 20,781 0.5% Sep 3,629,534 8.1% 3,739,518 8.3% (109,984) -2.9% Oct 3,839,191 8.5% 3,756,713 8.4% 82,478 2.2% Nov 3,686,934 8.2% 3,729,646 8.3% (42,711) -1.1% Dec 3,777,373 8.4% 3,827,948 8.5% (50,574) -1.3% Jan 4,107,128 9.1% 4,124,581 9.2% (17,453) -0.4% Feb 4,109,253 9.2% 4,055,931 9.0% 53,322 1.3% Mar 3,270,677 7.3% 3,352,286 7.5% (81,609) -2.4% Apr 3,636,407 8.1% 3,366,633 7.5% 269,774 8.0% May 3,934,149 8.8% 3,686,947 8.2% 247,203 6.7% Jun 3,650,844 8.1% 3,691,116 8.2% (40,272) -1.1% Totals $ 45,343,723 101.0% 100.0% 1.0% $ 44,902,928 $ 440,795 City of Owasso Total Sales Tax Report Two Year Comparison June 10, 2024 Fiscal Year 2024 Sales Tax Budget is $43.403 million; Fiscal Year 2023 Sales Tax Budget was $43.913 million. 2023 -2024 2022 -2023 Increase or (Decrease) Percent Percent Amount of Budget Amount of Actual Amount Percent Jul $ 3,809,901 8.8% $ 3,859,805 8.4% $ (49,905) -1.3% Aug 3,892,331 9.0% 3,888,306 8.5% 4,026 0.1% Sep 3,629,534 8.4% 3,743,687 8.2% (114,153) -3.0% Oct 3,839,191 8.8% _ 3,767,889 8.2% 71,302 1.9% Nov 3,686,934 8.5% 3,750,140 8.2% (63,206) -1.7% Dec 3,777,373 8.7% 3,854,603 8.4% (77,230) -2.0% Jan 4,107,128 9.5% 4,145,010 9.0% (37,882) -0.9% Feb 4,109,253 9.5% 4,055,635 8.8% 53,617 1.3% Mar 3,270,677 7.5% 3,334,731 7.3% (64,054) -1.9% Apr 3,636,407 8.4% 3,659,838 8.0% (23,431) -0.6% May 3,934,149 9.1% 4,018,971 8.8% (84,821) -2.1% Jun 3,650,844 8.4% 3,797,070 8.3% (146,226) -3.9% Totals $45,343,723 104.5% $45,875,686 100.0% $ (531,963) -1.2% Fiscal Year 2024 Sales Tax Budget is $43.403 million; Fiscal Year 2023 Sales Tax Budget was $43.913 million. City of Owasso Monthly Use Tax Revenues Last Five Fiscal Years Fiscal Year 2024 Use Tax Budget is $5.061 million 2023 -2024 2022 -2023 2021 -2022 2020 -2021 2019 -2020 Jul $ 485,519 $ 401,124 $ 326,380 $ 320,463 $ 224,427 Aug 418,758 363,566 404,700 308,877 213,728 Sep 450,327 425,319 318,417 319,035 258,541 Oct 418,556 357,484 392,609 322,295 211,009 Nov 406,494 406,252 339,020 325,866 212,040 Dec 477,825 422,765 368,226 353,105 226,537 Jan 572,582 478,272 487,449 406,969 280,550 Feb 613,597 574,438 509,782 493,847 404,153 Mar 411,558 378,203 330,651 291,099 187,882 Apr 399,253 440,597 310,281 286,867 233,275 May 468,542 505,331 390,745 439,483 257,842 Jun 439,205 415,151 348,589 316,929 321,127 $ 5,562,214 $ 5,168,503 $ 4,526,849 $ 4,184,835 $ 3,031,109 Fiscal Year 2024 Use Tax Budget is $5.061 million City of Owasso Total Use Tax Report Two Year Comparison June 10, 2024 2023 -2024 2022 -2023 Increase or (Decrease) Percent Percent Percent Amount of Budget Amount of Actual Amount of Actual Jul $ 485,519 9.6% $ 401,124 7.8% $ 84,395 21.0% Aug 418,758 8.3% 363,566 7.0% 55,192 15.2% Sep 450,327 8.9% 425,319 8.2% 25,008 5.9% Oct 418,556 8.3% 357,484 6.9% 61,072 17.1% Nov 406,494 8.0% 406,252 7.9% 241 0.1% Dec 477,825 9.4% 422,765 8.2% 55,060 13.0% Jan 572,582 11.3% 478,272 9.3% 94,309 19.7% Feb 613,597 12.1% 574,438 11.1% 39,159 6.8% Mar 411,558 8.1% 378,203 7.3% 33,355 8.8% Apr 399,253 7.9% 440,597 8.5% (41,344) -9.4% May 468,542 9.3% 505,331 9.8% (36,789) -7.3% Jun 439,205 8.7% 415,151 8.0% 24,054 5.8% Totals $ 5,562,214 109.9% $ 5,168,503 100.0% $ 393,712 7.6%