HomeMy WebLinkAbout2024.11.19_OPWA AgendaPUBLIC NOTICE OF THE MEETING OF THE
OWASSO PUBLIC WORKS AUTHORITY (OPWA)
Council Chambers Old Central Building 109 North Birch, Owasso, OK
Tuesday, November 19, 2024 - 6:30 PM
NOTE: APPROPRIATE ACTION may include, but is not limited to: acknowledging, affirming, amending, approving, authorizing,
awarding, denying, postponing, or tabling. �C�ylr
AGENDA
1. Call to Order - Chair Alvin Fruga
2. Roll Call
S �
3. Consideration and appropriate action relating to the Consent Agenda. (All maffersaunder
"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 -November 5, 2024, and November 12, 2024, Regular Meetings
B. Approve claims
4. Consideration and appropriate action relating to items removed from the Consent Agenda
5. Consideration and appropriate action relating to a Development and Financing Agreement between
the Authority and Robinson Business Park, LLC for development project assistance in the Owasso
Redbud District Project Plan, Tax Increment Financing District No. 1, for the project known as Robinson
Business Park Owasso containing approximately 35 acres located east of the southeast corner of North
Mingo Road and East 761h Street North
Carly Novozinsky
Staff recommends approval of the Development and Financing Agreement with Robinson Business
Park, LLC, and authorization to execute all necessary documents.
6. Report from OPWA Manager
7. Report from OPWA Attorney
B. Official Notices (documents for acknowledgment or information only, no discussion or action will be
taken)
• Payroll Payment Report - pay period ending date November 2, 2024
• Monthly Budget Status Report - October 2024
9. New Business (New Business is any item of business which could not have been foreseen at the time of
posting of the agenda)
10. Adjournment
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 12:00 prq on friday, November 15, 2024. ,
Stevens, City
The City of Owasso encourages citizen participation. To request c6 accommodation due to a disability, contact the City Clerk prior
to the scheduled meeting by phone 918-376-1502 or by email to istevens@citvofowasso.com
OWASSO PUBLIC WORKS AUTHORITY (OPWA)
MINUTES OF REGULAR MEETING
TUESDAY, NOVEMBER 5, 2024
The Owasso Public Works Authority (OPWA) met in regular session on Tuesday, November 5, 2024, in the
Council Chambers at Old Central, 109 North Birch, 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 4:00 pm on Friday, November 1, 2024.
1. Call to Order - Chair Alvin Fruga called the meeting to order at 7:21 pm.
2. Roll Call - A quorum was declared present.
Present Absent
Chair -Alvin Fruga None
Vice Chair- Lyndell Dunn
Trustee - Doug Bonebrake
Trustee - Paul Loving
Trustee - Cody Walter
Staff: Authority Manager - Chris Garrett / Authority Attorney - Julie Lombardi
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 - October 15, 2024, Regular Meeting
B. Approve claims
Mr. Dunn moved, seconded by Mr. Loving, to approve the Consent Agenda as presented, with claims
totaling $1,559,300.58.
YEA: Bonebrake, Dunn, Loving, Walter, Fruga
NAY: None
Motion carried: 5-0
4. Consideration and appropriate action relating to items removed from the Consent Agenda - None
S. Consideration and appropriate action relating to payment for additional engineering design services
with Beck Design of Tulsa, Oklahoma for the new Public Works Facility
Roger Stevens presented the item, recommending authorization for payment in the amount of
$101,297.00 to Beck Design of Tulsa, Oklahoma, for additional design services related to the vehicle,
equipment, and material storage space added to the original project design. There were no
comments from the audience. After discussion, Mr. Bonebrake moved, seconded by Mr. Loving, to
authorize payment, as recommended.
YEA: Bonebrake, Dunn, Loving, Walter, Fruga
NAY: None
Motion carried: 5-0
6. Consideration and appropriate action relating to Resolution 2024-04, to provide sanitary sewer service
outside the City of Owasso's corporate limits and fence line to serve the Folds of Honor Headquarters
located at 5971 Patriot Drive, Owasso
Roger Stevens presented the item, recommending approval of Resolution 2024-04. There were no
comments from the audience. After discussion, Mr. Bonebrake moved, seconded by Mr. Loving, to
approve Resolution 2024-04, as recommended.
YEA: Bonebrake, Dunn, Loving, Walter, Fruga
NAY: None
Motion carried: 5-0
Owasso Public Works Authority
November 5, 2024
Page 2
7. Report from OPWA Manager- Chris Garrett reported the Veteran's Day Ceremony and Concert will be
held November 11, 2024, at the Owasso Community Center.
8. Report from OPWA Attorney - None
9. Official Notices - The Chair acknowledged receipt of the following:
• Payroll Payment Report - pay period ending date October 19, 2024
10. New Business - None
11. Adjournment
Mr. Loving moved, seconded by Mr. Walter, to adjourn the meeting.
YEA: Bonebrake, Dunn, Loving, Walter, Fruga
NAY: None
Motion carried: 5-0 and the meeting adjourned at 7:34 pm.
Alvin Fruga, Chair
Juliann M. Stevens, Authority Clerk
OWASSO CITY COUNCIL, PUBLIC WORKS AUTHORITY, AND
PUBLIC GOLF AUTHORITY
MINUTES OF JOINT REGULAR MEETING
TUESDAY, NOVEMBER 12, 2024
The Owasso City Council, Owasso Public Works Authority (OPWA), and Owasso Public Golf Authority
(OPGA) met in a joint regular meeting on Tuesday, November 12, 2024, in the Council Chambers at Old
Central, 109 North Birch 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 10:00 am on Friday, November 8, 2024.
1. Call to Order - Mayor/Chair Alvin Fruga called the meeting to order at 6:00 pm.
2. Roll Call A quorum was declared present.
Present Absent
Mayor/Chair-Alvin Fruga None
Vice Mayor/Vice Chair- Lyndell Dunn
Councilor/Trustee - Doug Bonebrake
Councilor/Trustee - Paul Loving
Councilor/Trustee - Cody Walter
Staff: City/Authority Manager - Chris Garrett; City/Authority Attorney - Julie Lombardi
3. Discussion relating to Community Development Department items
A. Request for a Final Plat - Casey's General Store, a proposed commercial subdivision, containing
approximately 5.60 acres located at the northeast corner of East 1061h Street North and North
Garnett Road
B. Request for a Specific Use Permit - Express Oil, a proposed automotive repair and maintenance
use in a Commercial Shopping (CS) zoning district, containing approximately 0.92 acres located
south and east of the East 96th Street North and North Garnett Road intersection, as referenced
in application SUP 24-03
C. Request to abandon Planned Unit Development, OPUD 06-04 and create a new Planned Unit
Development and Rezoning - Bailey Village, a proposed single-family residential development,
containing approximately 66.52 acres located southeast of the East 106th Street North and North
971h East Avenue intersection, as referenced in application OPUD 24-01; and the rezoning of said
property from Residential Single Family Low Density (RS-1), Office (0), Agriculture (AG),
Residential Multi -Family (RM), and Commercial Shopping (CS) under OPUD 06-04 to Residential
Single Family High Density (RS-3), as referenced in application OZ 24-04
Alexa Beemer presented items A and B; Wendy Kramer presented item C. Discussion was held. It was
further explained items A, B, and C will be placed on the November 19, 2024, City Council agenda for
consideration and action.
4. Discussion relating to the State of Oklahoma's Film Friendly Community Program and the requirements
to achieve community certification, development of a film permit, and associated fee schedule
Shellie Wingert and Alexa Beemer presented the item and discussion was held. It was further explained
an item will be placed on the December 10, 2024, Worksession agenda for additional discussion.
5. Discussion relating to proposed amendments to Part 13, Public Safety, Chapter 2 Fire Department,
Article C Ambulance Service, Section 13-236, Funding for Ambulance Service as it relates to multi-
family residential dwelling units
David Hurst presented the item and discussion was held. It was further explained an item will be placed
on the December 10, 2024, Worksession agenda for additional discussion.
6. Discussion relating to proposed project sites for the 2025 Annual Street Rehabilitation Program
Roger Stevens presented the item and discussion was held. It was further explained an item will be
placed on the November 19, 2024, City Council agenda for consideration and action.
Owasso City Council, OPWA & OPGA
November 12, 2024
Page 2
Discussion relating to a proposed upgrade to the existing Enterprise Resource Planning Software, Central
Square
Steve Tibbles presented the item and discussion was held. It was further explained an item will be
placed on the December 3, 2024, City Council agenda for consideration and action.
8. Discussion relating to a request for development project assistance through Tax Increment Financing,
Owasso Redbud District and Increment District No. 1, containing approximately 35 acres located east
of the southeast corner of North Mingo Road and East 76th Street North - Robinson Business Park, LLC
(OPWA)
Carly Novozinsky presented the item and discussion was held. It was further explained an item will be
placed on the November 19, 2024, City Council and OPWA agendas for consideration and action.
9. Discussion relating to a proposed amendment to the current rates charged at the Bailey Ranch Golf
Club (OPGA)
Corey Burd presented the item and discussion was held. It was further explained an item will be placed
on the December 3, 2024, OPGA agenda for consideration and action.
10. Discussion relating to the monthly sales and use tax report and revenue outlook
Carly Novozinsky presented the item and discussion was held.
11. City/Authority Manager Report
Chris Garrett reported on Indian Nations Council of Government (INCOG) Go! Plan public workshop to
be held at City Hall on November 20, 2024, and the opportunity for citizens to discard pumpkins at the
Recycle Center.
12. City Councilor/Trustee comments and inquiries
Councilor Bonebrake encouraged participation in the INCOG Go! Plan workshop.
13. Adjournment
The meeting adjourned at 7:48 pm.
Alvin Fruga, Mayor/Chair
Juliann M. Stevens, City Clerk
Claims List-11/19/2024
Fund Fund Title -Transact Vendor Name
Payable Description
Payment Amount
61 OPWA KELLOGG ENGINEERING, INC
ENGINEERING SERVICES
$7,094.70
117TH STREET FORCE MAIN -Total
$7,094.70
GREELEY & HANSEN LLC LBX 619776
ELM CREEK SEWER REHAB
$1,547.01
ELM CREEK INTERCEPTOR -Total
$1,547.01
GREEN CONSTRUCTION LLC
MORROW SEWER EXT
$106,856.00
MORROW SEWER EXTENSION -Total
$106,856.00
AEP/PSO
ELECTRIC USE
$1,255.21
ENTERPRISE FM TRUST
FLEET LEASE
$3,515.87
FELKINS ENTERPRISES LLC
PW BUSINESS CARDS
$30.00
FLEETCOR TECHNOLOGIES
FUEL BILL OCT 2024
$266.69
JPMORGAN CHASE BANK
ONG-NATURAL GAS USAGE
$280.58
TRAVELERS CASUALTY INSURANCE
C GRANT NP BOND
$30.00
UNIFIRST HOLDINGS LP
UNIFORM SERVICES
$77.46
OPWAADMINISTRATION -Total
$5,455.81
BECK ASSOCIATES ARCHITECTS, PLLC
DESIGN SERVICES
$31,451.62
OPWA BUILDING RENOVATION -Total
$31,451.62
TOMMY W STRITZKE
INSPECTION SERVICES
$1,920.00
RANCH CRK INTCPT UPGRADE -Total
$1,920.00
AEP/PSO
ELECTRIC USE
$215.36
ENTERPRISE FM TRUST
FLEET LEASE
$974.49
JPMORGAN CHASE BANK
BRUCKNER-VEH PARTS
$613.92
JPMORGAN CHASE BANK
LOWES-DOORKNOB
$32.98
JPMORGAN CHASE BANK
NATURAL EVOL-DISPOSAL
$1,074.73
JPMORGAN CHASE BANK
WASTE MGMT-DISPOSAL
$2,571.28
LAMBERT BROWN SCALES INC
REPAIR RECYCLE SCALES
$754.00
RENTOKIL NORTH AMERICA INC
PEST CONTROL
$90.00
UNIFIRST HOLDINGS LP
UNIFORM SERVICES
$38.34
RECYCLE CENTER -Total
$6,365.10
ENTERPRISE FM TRUST
FLEET LEASE
$974.49
FLEETCOR TECHNOLOGIES
FUEL BILL OCT 2024
$5,832.69
JPMORGAN CHASE BANK
ATWOOD-SUPPLIES
$307.88
JPMORGAN CHASE BANK
BRUCKNER-VEH PARTS
$3,239.41
JPMORGAN CHASE BANK
BUMPER -REFUND
($180.00)
JPMORGAN CHASE BANK
BUMPER-VEH PARTS
$1,341.58
JPMORGAN CHASE BANK
CORNERSTONE -SUPPLIES
$45.48
JPMORGAN CHASE BANK
JRENVIRON-MAINT SVCS
$6,829.31
JPMORGAN CHASE BANK
LOWES-VEH PARTS
$14.08
JPMORGAN CHASE BANK
MACS -MAIN SVCS
$110.00
JPMORGAN CHASE BANK
MACS-MAINT SVCS
$1,714.01
JPMORGAN CHASE BANK
MARQUIS -SUPPLIES
$362.00
JPMORGAN CHASE BANK
PTG-MAIN SVCS
$674.30
1
Claims List-11/19/2024
Fund Fund Title -Transact Vendor Name
Payable Description
Payment Amount
61 OPWA JPMORGAN CHASE BANK
SOUTHERN TIRE -TIRES
$4,813.88
JPMORGAN CHASE BANK
WASTE MGMT-DISPOSAL
$28,527.72
UNIFIRST HOLDINGS LP
UNIFORM SERVICES
$140.12
VERIZON WIRELESS
WIRELESS CONNECTION
$259.92
REFUSE COLLECTIONS -Total
$55,006.87
JPMORGAN CHASE BANK
AMAZON -SUPPLIES
$14.98
TECHNICAL PROGRAMMING SERVICES INC
BILLING SERVICES
$3,650.14
UTILITY BILLING -Total
$3,665.12
AEP/PSO
ELECTRIC USE
$5,867.42
ENTERPRISE FM TRUST
FLEET LEASE
$2.829.25
FLEET FUELS LLC
FUEL
$717.54
FLEETCOR TECHNOLOGIES
FUEL BILL OCT 2024
$1,057.14
FULLERTON HYDRO -TEST INC.
TANK
$52.50
JPMORGAN CHASE BANK
DP SUPPLY -SUPPLIES
$600m
JPMORGAN CHASE BANK
LODGING EXP 10/07-10
$623.52
JPMORGAN CHASE BANK
LOWES-SUPPLIES
$148.04
JPMORGAN CHASE BANK
ONG-NATURAL GAS USAGE
$338.45
UNIFIRST HOLDINGS LP
UNIFORM SERVICES
$103.74
VERDIGRIS VALLEY ELECTRIC COOP
COFFEE CREEK ELECTRIC
$33.52
VERDIGRIS VALLEY ELECTRIC COOP
GARRETT CREEK ELECT
$231.71
VERIZON WIRELESS
WIRELESS CONNECTION
$120.03
WASTEWATER COLLECTIONS -Total
$12,722.86
AEP/PSO
ELECTRIC USE
$24,867.92
FLEETCOR TECHNOLOGIES
FUEL BILL OCT 2024
$621.79
GREELEY & HANSEN LLC LBX 619776
W WTP & MAIN LIFT ST
$3,721.50
JPMORGAN CHASE BANK
ACCURATE -SUPPLIES
$132.75
JPMORGAN CHASE BANK
NCL-SUPPLIES
$222.93
JPMORGAN CHASE BANK
WALMART-SUPPLIES
$16.44
QUALITY PETROLEUM INC
SHELL TURBO WWTP
$374.07
UNIFIRST HOLDINGS LP
UNIFORM SERVICES
$213.08
VERIZON WIRELESS
WIRELESS CONNECTION
$120.03
WASTEWATER TREATMENT -Total
$30,290.51
AEP/PSO
ELECTRIC USE
$306.81
CITY OF TULSA DEPT OF FINANCE
LAB SERVICES
$500.00
CITY OF TULSA UTILITIES
WATER
$399,610.64
ENTERPRISE FM TRUST
FLEET LEASE
$1,195.78
FLEET FUELS LLC
FUEL
$717.54
FLEETCOR TECHNOLOGIES
FUEL BILL OCT 2024
$1,777.17
JPMORGAN CHASE BANK
COR&MAIN-SUPPLIES
$4,575.00
JPMORGAN CHASE BANK
LOWES-SUPPLIES
$58.92
UNIFIRST HOLDINGS LP
UNIFORM SERVICES
$143.02
2
Claims List-11/19/2024
Fund Fund Title -Transact Vendor Name
Payable Description Payment Amount
61 OPWA VERDIGRIS VALLEY ELECTRIC COOP WATER CONTROL ELECT $40.80
VERIZON WIRELESS WIRELESS CONNECTION $400.10
WATER -Total $409,325.78
OPWA -Total $671,701.38
OPWA Grand Total $671,701.38
s�
TO:
The Honorable Chair and Trustees
Owasso Public Works Authority (OPWA)
FROM:
Carly Novozinsky, Finance Director
SUBJECT:
Owasso Redbud District and Increment District No. 1
Development and Financing Agreement
DATE:
November 15, 2024
BACKGROUND:
In December 2016, the OPWA created the Tax Increment Financing (TIF) District in the downtown
Owasso Redbud District area. On April 4, 2017, the OPWA adopted a Policy Guide for the
processing of TIF Assistance in Development Financing applications.
The Policy Guide includes the process for application and approval of Development Project
Assistance. A developer seeking assistance submits an application to the Application Review
Committee. The Committee reviews the application for compatibility with the Project Plan and
the Downtown Overlay District Plan, evaluates the qualifications of the applicant, and
recommends appropriate performance parameters and requirements. Upon recommendation
by the Committee, the development agreement is presented to the OPWA for consideration and
approval.
PROJECT DETAILS:
An application has been received from Robinson Business Park, LLC, for development assistance
on a project located east of the southeast corner of Mingo Road and East 76+h Street.
The project is a 35-acre site that will provide (4) 11,250 square foot; (5) 9,375 square foot; (5) 7,625
square foot; and (1) 4,125 square foot single tenant spaces; and, (3) 70' x 150' multi -tenant light
industrial buildings in the southern portion of the Redbud District. The project will consist of single
tenant and multi -tenant light industrial buildings, and may stimulate additional private
development in that area, providing a public benefit to the City. The project appears to meet
the criteria set forth in the adopted TIF Project Plan and also to meet the requirements outlined in
the adopted Owasso Redbud District and Increment District No. 1 Policy Guide.
Per the Project Plan and Policy Guide, the applicant would be eligible to receive reimbursement
of 10% of actual hard construction costs, if the project is completed and issued the required
Certificate of Occupancy, by June 30, 2025. Due to delays during the transition of Economic
Development to the City, the applicant has requested an extension of the completion deadline.
The proposed agreement allows for the requested extension, pushing the 10% reimbursement
date from June 30, 2025, to September 30,2025. The 8%reimbursement date remains unchanged
at June 30, 2029.
The application anticipates construction costs of $22,008,233. The contract further outlines
obligations of the City and the developer as required in approved TIF documents.
TIF
Page 2
APPLICATION REVIEW COMMITTEE:
On September 26, 2024, the Review Committee met and voted unanimously to recommend
approval to the OPWA, finding that the project is eligible to receive TIF assistance.
RECOMMENDATION:
Staff recommends approval of the Development and Financing Agreement with Robinson
Business Park, LLC, and authorization to execute all necessary documents.
ATTACHMENTS:
Development and Financing Agreement with Robinson Business Park, LLC
TIF Boundary Map
DEVELOPMENT AND FINANCING AGREEMENT
BY AND BETWEEN
THE OWASSO PUBLIC WORKS AUTHORITY
"MIRE
ROBINSON BUSINESS PARK, LLC
DEVELOPMENT AND FINANCING AGREEMENT
BY AND BETWEEN
THE OWASSO PUBLIC WORKS AUTHORITY AND
ROBINSON BUSINESS PARK, LLC
THIS DEVELOPMENT AND FINANCING AGREEMENT ("Agreement') is made
on or as of this _ day of October, 2024, by and between the Owasso Public Works Authority,
an Oklahoma public trust ("Authority"), and Robinson Business Park, LLC ("Developer").
WITNESSETH:
WHEREAS, the Authority was created by a Trust Indenture, dated as of the 10"' day of
January, 1973, as a public trust for the use and benefit of the City of Owasso, Oklahoma ("City"),
pursuant to the provisions of 60 O.S. §176, et seq., as amended and supplemented, and other
applicable statues of the State of Oklahoma; and
WHEREAS, the City, acting through its City Council, has adopted a resolution accepting
the beneficial interest of the Authority on behalf of the City; and
WHEREAS, the purposes of the Authority are, in part, to promote development within and
without the territorial limits of the City and to help provide facilities and activities which will
benefit and strengthen the economy of the City and the State of Oklahoma; and
WHEREAS, in order to accomplish its designated purposes, the Authority is empowered
to provide funds for the costs of acquiring, constructing, installing, equipping, repairing,
remodeling, improving, extending, enlarging, maintaining, operating, administering, and
disposing of or otherwise dealing with any properties and facilities; and
WHEREAS, the City has approved the Owasso Redbud District Project Plan ("Project
Plan") by Ordinance 1093, dated December 20, 2016, creating Increment District No. 1, the City
of Owasso all ad valorem and sales tax increment district ("hicrement District"), pursuant to the
Oklahoma Local Development Act, 62 O.S. §850, et seq.; and
WHEREAS, the Project Plan envisions the development of the area surrounding Main
Street, known as the Redbud District, into a unique place to live, work, shop, and play; and
WHEREAS, the Project Plan authorizes the Authority to carry out implementation actions
in accordance with development agreements and financing approvals; and
WHEREAS, the Developer, consistent with the Project Plan, proposes a 35 - acre site that
will provide single tenant and multi -tenant light industrial buildings("Project"); and
WHEREAS, the Developer owns real property, described and depicted on Exhibit 1,
attached hereto ("Project Site"), which lies within the Project Area and Increment District, as
defined in the Project Plan, and proposes to construct and develop the Project on the Project Site;
and
WHEREAS, the development objectives of the City and the Authority for the enhancement
of the Redbud District will be advanced by the Project; and
WHEREAS, the parties wish to set forth the manner in which the Project is to be
undertaken and implemented; and
WHEREAS, the parties deem it appropriate to approve and execute this Agreement, which
provides for the implementation of the Project consistent with the Project Plan, and the Authority
determines that approval is in the best interests of the City, and the health, safety, and welfare of
the City and its residents.
IN CONSIDERATION of the mutual covenants and agreements contained herein, the
Authority and the Developer hereby agree as follows:
ARTICLE I
SUBJECT Or AGREEMENT
SECTION 1.01 Scope of Agreement
A. The Developer hereby agrees, subject to the terms and conditions hereinafter
provided, to cause the design, construction, and completion, in the time period hereinafter
described, of the Project on the Project Site substantially in accordance with plans to be approved
consistent with this Agreement; and
B. The Authority hereby agrees, subject to the terms and conditions hereinafter
provided, to provide to the Developer up to 10% of hard construction costs upon completion of
the project and issuance of the Certificate of Occupancy (COO) by the City by September 30,
2025, or 8% of hard construction costs if completed and COO issued by June 30, 2029, limited to
90% of the ad valorem increment revenues apportioned and actually received by the Authority
under the Project Plan that are generated by the Project, as provided under Section 4.02, for the
development of the Project in the manner provided in this Agreement, to be utilized exclusively
for the payment of Project Costs as hereinafter described.
SECTION 1.02 Scope of Development. The Project represents private investment of at
least $22,008,233.00. The Project is a 35-acre site that will provide (4) 11,250 square foot; (5)
9,375 square foot; (5) 7,625 square foot; and (1) 4,125 square foot single tenant spaces; and, (3)
70' x 150' multi -tenant light industrial buildings in the southern portion of the Redbud District.
The Project will consist of single tenant and multi -tenant light industrial buildings, and may
stimulate additional private development in that area, providing a public benefit to the City.
SECTION 1.03 Relationship of the Parties. The implementation of this Agreement is a
complex process which will require the mutual agreement of the parties and their timely actions
on matters appropriate or necessary to implementation. The parties further agree to consider and
enter into such amendments as are reasonably necessary and appropriate to clarify, refine, or
reinforce the commitments made herein or to adjust or modify them in light of changes in market
conditions. The parties hereto shall use their best efforts in good faith to perform and to assist
others in performing their respective obligations in accordance with this Agreement. This
Agreement specifically does not create any partnership orjohA venture between the parties hereto, or
render any party liable for any of the debts or obligations of any other party.
ARTICLE II
AUTHORITY OBLIGATIONS
SECTION 2.01 Project Plan. The Authority shall support the Project in accordance with
the Project Plan and this Agreement.
SECTION 2.02 Certificate of Completion. Within 30 days after the Developer has
completed the construction of the Project, the Authority shall furnish to the Developer a Certificate
of Completion, certifying that the Developer has met its construction and development obligations
contained in this Agreement.
SECTION 2.03 Public Assistance. As authorized by the Project Plan and subject to the
terms, conditions, and limitations contained herein, the Authority shall provide assistance in
development financing to the Developer in an amount up to 10% of hard construction costs upon
completion of the project and issuance of the Certificate of Occupancy (COO) by the City by
September 30, 2025, or 8% of hard construction costs if completed and COO issued by June 30,
2029. Such assistance is to support construction of the Project.
ARTICLE III
DEVELOPER OBLIGATIONS
SECTION 3.01 Design Documents. The Developer shall provide to the City the
Development Plans and Specifications for the Project no later than the time for submission of such
plans for building permits. The Community Development Department shall review the plans to
confirm that the project meets the City's development objectives as reflected in this Agreement
and complies with the Project description.
SECTION 3.02 Development Obligations. Developer shall cause the Project to be
constructed on the Project Site, at no expense to the City or the Authority. The Project must be
constructed in accordance with the Development Plans and Specifications approved by the City.
The Developer shall secure or cause the appropriate parties to secure all governmental approvals
in connection with (a) the construction, completion, and occupancy of the Project; and (b) the
development and operation of the Project, including, without limitation, zoning, building code,
and environmental laws. The Project shall include the following:
A. Three (3) 70' x 150' s/f multi -tenant buildings;
B. Four (4) 11,250 Of single -tenant spaces
C. Five (5) 9,375 s/f single -tenant spaces
D. Five (5) 7,625 s/f single tenant spaces
E. One (1) 4,125 s/f single -tenant space; and
SECTION 3.03 Design Documents. Consistent with Section 5.02 of this Agreement, the
Developer shall provide to the City Development Plans and Specifications for the Project. Such
Development Plans and Specifications shall be simultaneously submitted to the Community
Development Department for review and comment.
ARTICLE IV
ASSISTANCE IN DEVELOPMENT FINANCING
SECTION 4.01 Generally. The Project Plan authorizes Project Costs, including assistance
in development financing. Such assistance is to support the Project, including the construction of
public improvements benefitting the Project.
SECTION 4.02 Payment Obligations. Beginning on the firstday of the third quarter of year
following completion of the Project, as indicated by issuance of the Certificate of Completion, the
Authority shall provide the Developer assistance in development financing in the form of direct
annual payments to the Developer of 90% of collected and apportioned ad valorem increment
revenues generated by the Project, net of administrative costs and expenses authorized by the
Project Plan. Such payment obligation shall be payable solely from apportioned tax increment
revenues collected from the Increment District. Such payment obligation is conditioned upon the
Developer's payment of taxes on the Project Site and upon an increase in taxable value of the
Project Site. Such payment obligation shall not exceed 10% of hard construction costs or 8% of
hard construction costs, depending on the project completion date, and receipt of a Certificate of
Occupancy by the City. The payments of assistance in development financing shall continue until
the occurrence of the first of the following events: (A) 10% of hard construction costs if completed
by September 30, 2025, or 8% of hard construction costs, if completed by June 30, 2029, is paid,
(B) December 31, 2039, or (C) the Increment District ends and all apportioned increment has been
expended.
SECTION 4.03 Additional Conditions and Terms of Assistance in Development
Financing. Notwithstanding anything to the contrary contained herein, tinder no circumstances
shall the Developer be entitled to any payments of assistance in development financing if the
Project has not been completed or if the Developer is in default under this Agreement. All
payments are subject to availability of increment.
SECTION 4.04 Limitations on Assistance in Development Financing Obligations.
Notwithstanding anything to the contrary contained herein, in no event shall the total amount of
assistance in development financing provided to the Developer under this Agreement exceed 10%
of hard construction costs or 8% of hard construction costs, depending on the project completion
date and receipt of a Certificate of Occupancy by the City.
SECTION 4.05 Transfers. Should the Developer desire to transfer any interests in this
Agreement or the Project Site to another development entity which is necessary for financing or
development purposes, and the Authority states its general willingness to consider and approve
appropriate transfers required for financing purposes pursuant to a request and documentation by
the Developer.
ARTICLE V
CONSTRUCTION OF PROJECT
SECTION 5.01 Scope of Project. The Project Site shall be developed within the general
requirements established by the zoning and building codes applicable to the Project Site by the
Code of the City ("Code") and related laws governing municipal planning and zoning. The
Developer shall be responsible for the construction, renovation, improvement, equipping, repair
and installation of all public and private improvements associated with the Project as described in,
and in conformance with approved schematic drawings, design documents, constructions
documents, and related plans and documents ("Development Plans and Specifications").
SECTION 5.02 Development Plans and Specifications. Upon the execution of this
Agreement, the Developer shall prepare and submit Development Plans and Specifications for the
Project to the City for its review pursuant to the Code. Thereafter, if the Developer desires to make
any substantial or significant changes in the Development Plans and Specifications, the Developer
shall submit the proposed changes to the City for its approval. The Developer and its approved
assignees shall communicate and consult as frequently with the City and the Community
Development Department as is necessary to ensure that any modifications to the Development
Plans and Specifications can receive prompt and speedy consideration by the City.
SECTION 5.03 Construction of Project. The Developer agrees that all construction,
renovation, improvement, equipping, repair and installation work on the Project shall be done
substantially in accordance with the Development Plans and Specifications as approved by the
City, or as amended with the approval of the City.
SECTION 5.04 City and Other Governmental Permits. The Developer shall, at its own
expense, secure or cause to be secured any and all permits and approvals which may be required
by the City and any other governmental agency having jurisdiction as to such construction,
development or work in connection with any buildings, structures or other improvements at the
Project Site. The Authority shall cooperate with and provide all usual assistance to the Developer
in securing these permits, and approvals, and shall diligently process, review and consider all such
permits and approvals as may be required by law.
SECTION 5.05 Rights of Access. For the purpose of ensuring compliance with this
Agreement, representatives of the Authority shall have the right of access to the Project Site,
without charges or fees, at normal construction hours during the period of construction for the
purposes of this Agreement, including, but not limited to, the inspection of the work being
performed in constructing, renovating, improving, equipping, repairing and installing the Project,
so long as they comply with applicable safety rules and do not unreasonably interfere with the
activities of the Developer. Except in the case of an emergency, prior to any such access, such
representatives of the Authority will check in with the on -site manager. All such representatives
of the Authority slialI carry proper identification, shall ensure their own safety, assuming the risk
of injury, and shall not interfere with the construction activity. The Authority agrees to cooperate
with the Developer in facilitating access by the Developer to the Project Site for construction
purposes, provided that the Authority shall incur no financial obligations therefor.
SECTION 5.06 Indemnification. The Developer shall defend, indemnify, assume all
responsibility for, and hold the Authority and the City and their respective elected and appointed
officers and employees and agents, harmless from, all costs (including attorney's fees and costs);
claims, demands, liabilities or judgments (except whose which have arisen from the willful
misconduct or negligence of the Authority or the City, their officers, employees and agents) for
injury or damage to property and injuries to persons, including death, which may be caused directly
or indirectly by any of the Developer's activities under this Agreement, whether such activities or
performance thereof be by the Developer or anyone directly or indirectly contracted with or
employed by the Developer and whether such damage shall accrue or be discovered before or after
termination of this Agreement. This indemnity includes, but is not limited to, any repair, cleanup,
remediation, detoxification, or preparation and implementation of any removal, remediation,
response, closure or other plan (regardless of whether undertaken due to governmental action)
concerning any hazardous substance or hazardous wastes including petroleum and its fractions as
defined in the Comprehensive Environmental Response, Compensation and Liability Act; codified
at Title 42, Sections 9601, et seq. of the United States Code (hereinafter, "CERCLA"), and all
amendments thereto, at any place where Developer owns or has control of real property pursuant
to any of Developer's activities under this Agreement. The foregoing indemnity is intended to
operate as an agreement pursuant to Section 107(e) of CERCLA to assure, protect, hold harmless
and indemnify Authority from liability.
SECTION 5.07 Liability Insurance.
A. In addition to the indemnification of the Authority and the City required in Section
5.07 hereof, the Developer shall take out and maintain during the period set forth in subsection (D)
of this Section, a comprehensive general liability policy in the amount of at least $1,000,000.00
for any person, $1,000,000.00 for any occurrence, and $1,000,000.00 property damage naming the
Authority as an additional insured and loss payee, but only with respect to the liability policy.
B. The Developer shall furnish a certificate of insurance signed by an authorized agent
of the insurance carrier setting forth the general provisions of the insurance coverage. This
certificate of insurance shall name the Authority as an additional insured under the policy. The
certificate of insurance shall contain a statement of obligation on the part of the carrier to notify
the Authority by certified mail of any modification, cancellation or termination of the coverage at
least 30 days in advance of the effective date of any such modification, cancellation or termination.
Coverage provided hereunder by the Developer shall be primary insurance and not contributing
with any insurance maintained by the Authority, and the policy shall contain such an endorsement.
The required certificate shall be filed with the Authority at the time of execution of this Agreement.
C. The Developer shall also furnish or cause to be furnished to the Authority evidence
satisfactory to the Authority that any contractor with whom it has contracted for the performance
of work on the Project Site or otherwise pursuant to this Agreement carries workers compensation
insurance as required by law at the time of execution of the Agreement.
D. The insurance obligations set forth in this Section shall remain in effect until
performance of the development obligations contained in this Agreement.
SECTION 5,08 Performance Bond. The Developer shall post with the City such
performance bonds or other sureties as may be required by the Code.
SECTION 5.09 Local, State and Federal Laws. The Developer shall carry out the
provisions of this Agreement in conformity with all applicable local, state and federal laws and
regulations.
SECTION 5.10 Antidiscrimination During Construction. The Developer, for itself, its
successors and assigns, and any contractor with whom Developer has contracted for the
performance of work on the Project Site, agrees that in the construction of the Project, the
Developer shall not discriminate against any employee or applicant for employment because of
race, color, creed, religion, age, sex, marital status, handicap, national origin or ancestry.
SECTION 5.11 Taxes Assessments. Encumbrances and Liens. The Developer shall pay
when due all real estate taxes and assessments on the Project Site. Prior to the performance of the
obligations of this Agreement, the Developer shall not place or allow to be placed on the Project
Site or any part thereof any uncontested mechanic's lien, any mortgage, trust deed, encumbrance
or lien other than as expressly allowed by this Agreement. Nothing herein contained shall be
deemed to prohibit the Developer from contesting the validity or amounts of any tax assessment,
encumbrance or lien, nor to limit the remedies available to the Developer in respect thereto.
SECTION 5.12 Prohibition Against Transfer of the Project Site or Structures Therein and
Assignment of Agreement. The Developer shall not, except as permitted by this Agreement,
without prior written approval of the Authority which shall not be unreasonably withheld, make
any total or partial sale, transfer, conveyance, assignment or lease of the Project Site. The foregoing
restrictions on assignment, transfer, and conveyance shall not apply to:
A. Any mortgage lien or security interest granted by the Developer to secure
indebtedness to any construction or permanent lender with respect to the Project; and
B. The rental and leasing of portions of the Project Site by the Developer for any uses
contemplated for the Project.
SECTION 5.13 Restrictions on Sale of Control by the Developer. The qualifications of the
Developer are of particular importance to the Authority. It is because of the qualifications and
identity of the Developer, and the management thereof, that the Authority has entered into this
Agreement with the Developer, Therefore, the Developer agrees that it will not sell a controlling
interest in its own membership interests until performance of the development obligations in this
Agreement to any individual or entity which is not currently a member of the Developer. Without
limiting the generality of the foregoing, except as otherwise expressly agreed by the Authority in
writing, the Developer shall not terminate its existence, liquidate or dissolve, or sell all or
substantially all of its assets until performance of the development obligations in this Agreement.
SECTION 5.14 Covenants for Non -Discrimination. The Developer covenants by and for
itself and any successors in interest that there shall be no discrimination against or segregation of
any person or group of persons on account of race, color, creed, religion, sex, familial status,
marital status, age handicap, national origin or ancestry in the sale, lease, sublease, transfer, use
occupancy, tenure or enjoyment of the Project Site, nor shall the Developer itself or any person
claiming tinder or through it establish or permit any such practice or practices of discrimination or
segregation with reference to the selection, location, number, use or occupancy of tenants, lessees,
subtenants, sublessees, or vendees of the Project Site. The covenant established in this Section
shall, without regard to technical classification and designation, be binding for the benefit and in
favor of the Authority, its successors and assigns and any successor in interest to the Project Site
or any part thereof. The covenants contained in this Section shall remain for so long as any amounts
due under this Agreement or a tax increment district established for this Project remains unpaid or
outstanding.
SECTION 5.15 Maintenance Covenants. The Developer, and all successors and assigns in
interest to the Developer, shall be obligated to maintain the Project and all improvements and
landscaping situated on the Project Site in a clean and neat condition and in a continuous state of
good repair in accordance with the Code.
ARTICLE VI
REPRESENTATATIONS AND WARRANTIES
SECTION 6.01 Developer Representations and Warranties. The Developer represents and
warrants the following:
A. The Developer represents that it is a limited liability company duly organized and
existing under the laws of the State of Oklahoma. The Developer is authorized to conduct business
in the State of Oklahoma, and is not in violation of any provisions of its articles of organization,
operating agreement, or any other agreement governing the Developer, or any law of the State of
Oklahoma affecting Developer's ability to perform under this Agreement.
B. The Developer's ability to accomplish the Project with financing assistance from
the Authority has induced the Developer to proceed with the Project, and the Developer hereby
covenants to complete the same and continue to maintain and operate the Project, until the
Certificate of Completion is provided to the Developer from the Authority.
C. The Developer represents that it has the -full power and authority to execute this
Agreement and this Agreement shall constitute a legal, valid and binding obligation of the
Developer in accordance with its terms, and the consent of no other party is required for the
execution and delivery of this Agreement by such Developer or the consummation of the
transactions contemplated hereby, subject to paws relating to bankruptcy, moratorium, insolvency,
or other laws affecting creditor's rights generally and subject to general principles of equity.
D. The Developer represents that the execution and delivery of this Agreement, the
consummation of the transactions contemplated herein, and the fulfillment of or compliance with
the terms and conditions of this Agreement are not prevented or limited by or in conflict with, and
will not result in a breach of, other provisions of its articles of organization, operating agreement
or any other agreement governing the Developer or with any evidence of indebtedness, mortgages,
agreements, or instruments of whatever nature to which the Developer is a party or by which it
may be bound, and will not constitute a default under any of the foregoing.
E. To the knowledge of the undersigned representative of the Developer, there is not
currently pending any action, suit, proceeding or investigation, nor, is any such action threatened
which, if adversely determined, would materially adversely affect the Developer or the
Development, or impair the ability of the Developer to carry on its business substantially as now
conducted or result in any substantial liability not adequately covered by insurance.
F. The Developer warrants that it has not paid or given and will not pay or give any
officer, employee or agent of the City or the Authority any money or other consideration for
obtaining this Agreement. The Developer further represents that, to its best knowledge and belief,
no officer, employee or agent of the City or the Authority who exercises or has exercised any
functions or responsibilities with respect to the Project during his or her tenure, or who is in a
position to participate in a decision making process with regard to the Project, has or will have any
interest, direct or indirect, in any contract or subcontract, or the proceeds thereof, for work to be
performed in connection with the Project, or in any activity, or benefit therefrom, during or after
the term of this Agreement.
G. All utility services necessary for the development and construction of the Project
are available to the Project Site, including water, storm and sanitary sewer facilities, electric and
gas utilities, and telephone services.
H. Financial statements of the Developer heretofore delivered to the Authority and the
City are true and correct in all material respects, and fully and accurately present the financial
condition of the Developer on the respective dates thereof. There has been no material adverse
change in the financial condition of the Developer since the date of the latest statement furnished.
I. The Project Site is free of all contamination requiring remediation including, but
not limited to, (a) any `hazardous waste," "underground storage tanks," "petroleum," "regulated
substance," or "used oil' as defined by the Resource Conservation and Recovery Act of 1976, as
amended, or by any regulations promulgated thereunder; (b) any "hazardous substance" as defined
by CERCLA, or by any regulations promulgated thereunder; (c) any substance the presence of
which on, in, or under the Project Site is prohibited by any federal, state, or local law, rule,
regulation, or ordinance similar to those set forth above; and (d) any other substance which by
federal, state, or local law, rule, regulation, or ordinance requires special handling in its collection,
storage, treatment, or disposal.
J. Neither this Agreement nor any statement or document referred to herein or
delivered by the Developer pursuant to this Agreement contains any Untrue statement or omits to
state a material fact necessary to make the statements made herein or therein not misleading.
SECTION 6.02 Authority Representations and Warranties. The Authority represents and
warrants the following:
A. The Authority is a duly organized and validly existing public trust under the laws
of the State of Oklahoma and as such, is a duly constituted authority of the City and an agency of
the State of Oklahoma.
B. The Authority is fully empowered to enter into this Agreement and to perform the
transactions contemplated thereby and generally to carry out its obligations hereunder and
thereunder. The Authority has duly authorized its Chair, or in the Chair's absence, its Vice -Chair,
to execute and deliver this Agreement and all other documentation required to consummate the
transaction contemplated herein on behalf of the Authority.
C. The performance by the Authority under this Agreement will not violate any
provision or constitute a default under any indenture, agreement, or instrument to which the
Authority is currently bound or by which it is affected.
D. To the knowledge of the undersigned officer of the Authority, there is no action,
suit, proceeding or inquiry at law or in equity pending or threatened, affecting the Authority
wherein any unfavorable decision, ruling or finding would materially adversely affect the
Authority's ability to perform under this Agreement or under any other instrument pertinent to the
transaction contemplated herein to which the Authority is a party.
ARTICLE VII
EVENTS OF DEFAULT AND REMEDIES
SECTION 7.01 Events of Default. The following shall constitute Events of Default
hereunder and under each of the instruments executed pursuant to this Agreement:
A. Default by the Developer in the performance or observance of any covenant
contained in this Agreement, any instrument executed pursuant to this Agreement, or under the
terms of any other instrument delivered to the Authority in connection with this Agreement,
including, without limitation, the falsity or breach of any representation, warranty or covenant;
B. Material variance from the approved Development Plans and Specifications
without prior written consent of the City with regard to any of the materials, machinery, or
equipment acquired in connection with the Project or the appurtenances thereto, or any other
material variance from the Development Plans and Specifications;
C. Any representation, statement, certificate, schedule or report made or furnished to
the Authority by the Developer with respect to the matters and transactions covered by this
Agreement which proves to be false or erroneous in any material respect at the time of its making
or any warranty of a continuing nature which ceases to be complied with in any material respect
and the Developer fails to take or cause to be taken corrective measures satisfactory to the
Authority within 30 days after written notice by the Authority; or
D. The initiation of bankruptcy or receivership proceedings by or against the
Developer and the pendency of such proceedings for 60 days.
SECTION 7.02 Remedies. The Authority will provide the Developer with notice and 30
days opportunity to cure any Event of Default described in Section 7.01. Upon the Developer's
failure to commence and diligently pursue the cure within such 30-day period, the Authority may,
at its option, declare the Authority shall be entitled to proceed simultaneously or selectively and
successively to enforce its rights under this Agreement and any of the instruments executed
pursuant to the terms hereof, of any one or all of them.
SECTION 7.03 Termination.
A. In the event that the City unreasonably fails to approve the Development Plans and
Specifications, and, if any such default or failure shall not be cured within 30 days after the date of
written demand by the Developer, then this Agreement, or the relevant portion thereof, may, at the
option of the Developer, be terminated by written notice thereof to the Authority, and, neither the
Authority, nor the Developer shall have any further rights against or liability to the others under this
Agreement with respect to the terminated portion thereof.
B. In the event that the Developer fails to submit the Development Plans and
Specifications to the City, or the Developer fails to obtain evidence of financing capacity satisfactory
to the Authority, and, if any default or failure shall not be cured within 30 days after the date of written
demand by the Authority, then this Agreement, or the relevant portion thereof, may, at the option of
the Authority, be terminated by written notice thereof to the Developer, and, neither the Authority nor
the Developer shall have any further rights against or liability to the others under this Agreement with
respect to the terminated portion thereof.
SECTION 7.04 Completion by the Authority. If an Event of Default occurs prior to the
completion of construction of the Project, the Authority shall have the right, but shall not be bound,
to complete the Project according to the approved Development Plans and Specifications. In the
event the Authority elects to so complete the Project, the execution of this Agreement shall be
deemed to be an appointment by the Developer of the Authority as its true and lawful attorney -in -
fact with the frill power of substitution to complete, or cause to be completed, the Project in the
Developer's name and shall empower the Authority as follows:
A. To use any funds of the Developer in the manner called for by the Development
Plans and Specifications;
B. To make minor changes and corrections in the Development Plans and
Specifications as shall be deemed necessary or desirable by the Authority; provided, however, that
such changes do not increase project costs more than 5% determined on a cumulative basis;
C. To employ such contractors, subcontractors, agents, and inspectors as shall be
required;
D. To pay, settle or compromise all existing bills and claims which are or may be liens
against the properly constituting a portion of the Project Site or any part thereof or may be
necessary or desirable for completion of the work or obtaining clear title;
E. To execute all applications and certificates in the Developer's name, which may be
required by any contract relating to the Project; and
F. To do any and every act with respect to the Project which the Developer may do on
its own behalf.
It is understood and agreed that this power of attorney shall be deemed to be a power coupled with
an interest which cannot be revoked. The Authority, as the Developer's attorney -in -fact, shall also
have the power to prosecute and defend all actions or proceedings in connection with the Project
and to take such action and require such performance as the Authority deems necessary. The cost
of said completion, including an amount equal to 10% of such cost for the Authority's services in
connection with such completion, shall be paid to the Authority by the Developer.
SECTION 7.05 Enforced Delay; Extension of Times of Performance.
A. In addition to specific provisions of this Agreement, performance by either party
hereunder shall not be deemed to be in default, and all performance and other dates specified in
this Agreement shall be extended, where the party seeking the extension has acted diligently and
delays or defaults are due to events beyond the reasonable control of the party such as but not
limited to: default of other party; war; insurrection; strikes; lockouts; riots; floods; earthquakes;
fires; casualties; acts of God; acts of the public enemy; epidemics; quarantine restrictions; freight
embargoes; invasion, lack of transportation; litigation; unusually severe weather; or any other
causes beyond the control or without the fault of the party claiming an extension of time to perform.
B. Times of performance under this Agreement may also be extended in writing by
the mutual agreement of the Authority and the Developer.
SECTION 7.06 Non -liability of Officials. Employees, and Agents of the Authority_. No
official, employee or agent of the Authority shall be personally liable to the Developer, or any
successor in interest, pursuant to the provisions of this Agreement, for any default or breach by the
Authority.
ARTICLE VIII
MISCELLANEOUS
SECTION 8.01 Authority's Obligations Limited. Nothing in this Agreement is intended to
require or obligate nor shall anything herein be interpreted to require or obligate the Authority to
provide, apply or make any payment or advance from any revenue or funds coming into its hands
other than the funds derived from Increment District No. 8 and in the manner provided in this
Agreement.
SECTION 8.02 Notices. Any notices or other communications required or permitted
hereunder shall be sufficiently given if delivered personally or sent by registered or certified mail,
postage prepaid, return receipt requested and addressed as set forth below or to such other address
as the party concerned may substitute by written notice to the other. All notices shall be deemed
received within three clays (excluding Saturdays, Sundays and holidays recognized by national
banking associations) after being mailed:
To the Authority: Owasso Public Works Authority
200 S. Main Street
Owasso, Oklahoma 74055
Attn: Authority Manager
To the Developer: Robinson Business Park, LLC
2300 E 14 St, Suite 301
Tulsa, Oklahoma 74104
Attn: Tracy Dean West
SECTION 8.03 Amendment. This Agreement may not be amended or modified in any
way, except by an instrument in writing executed by both parties hereto and approved in writing
by the Developer and the Authority.
SECTION 8.04Non-Waiver: Cumulative Remedies. No failure on the part of the Authority
to exercise and no delay in exercising any right hereunder shall operate as a waiver thereof, nor
shall any single or partial exercise by the Authority of any right hereunder preclude any other or
further right thereof. The remedies herein provided are cumulative and not alternative.
SECTION 8.05 Assignment. This Agreement shall not be assignable by the Developer
without the prior written consent of the Authority. The rights and benefits under this Agreement
may be assigned by the Authority.
SECTION 8.06 Applicable Law. This Agreement and the documents issued and executed
hereunder shal I be deemed to be a contract made under the laws of the State of Oklahoma and shall
not be construed to constitute the Authority as a joint venturer with the Developer or to constitute
a partnership among the parties.
SECTION 8.07 Descriptive Headings. The descriptive headings of the articles and sections
of this Agreement are for convenience only and shall not be used in the construction of the terms
hereof.
SECTION 8.08 Integrated Agreement. This Agreement constitutes the entire agreement
between the parties hereto, and there are no agreements, understandings, warranties, or
representations between the parties regarding the financing of the Project other than those set forth
herein.
SECTION 8.09 Time of Essence. Time is of the essence in the performance of this
Agreement.
SECTION 8.10 Binding Effect. This Agreement shall be binding upon and inure to the
benefit of the parties hereto and their respective successors, legal representatives, and assigns.
SECTION 8.11 Right to Defend. The Authority shall have the right, but not the obligation,
with benefit of counsel selected by the Authority, all at the Developer's expense, to commence,
appear in or defend any action or proceeding purporting to affect the rights or duties of the parties
hereunder, and in connection therewith, if the Developer fails to so commence, appear in or defend
any such action or proceeding, except in a suit between the Developer and the Authority, in which
case the prevailing party shall be entitled to such fees and expenses as a part of any judgment
obtained.
SECTION 8.12 Trustees' Disclaimer. This instrument is executed by the Trustees or
officers or both of the Authority in their official capacities as such Trustees or officers. By the
execution hereof all patties agree that, for the payment of any claim or the performance of any
obligations hereunder, resort shall be had solely to the specific assets of the Authority described
herein and no Trustee or officer of the Authority shall be held personally liable therefore. In this
regard, specific reference is made to Section 179 of the Public Trust Act and to the Trust Indenture
dated as of the 10` day of January, 1973, pursuant to which the Authority was created, a copy of
which is of record in the office of the Authority.
SECTION 8.13 Counterparts. This Agreement may be executed in several counterparts,
and all such executed counterparts shall constitute the same Agreement. It shall be necessary to
account for only one such counterpart in proving this Agreement.
SECTION 8.14 Construction of this Agreement. The parties acknowledge that the parties
and their counsel have reviewed and revised this Agreement and that the normal rule of
construction to the effect that any ambiguities are to be resolved against the drafting party shall
not be employed in the interpretation of this Agreement or any exhibits or amendments hereto.
IN WITNESS WHEREOF, the Developer and the Authority have caused this Agreement
to be duly executed this _ day of 2024.
OWASSO PUBLIC WORKS AUTHORITY
0
Alvin Fruga, Chair
ROB N BU ESS R , LT�CLL
By: r✓"
Tracy Dean West, Ant iorrzec " em er
ACKNOWLEDGEMENTS
STATE OF OKLAHOMA )
)SS:
COUNTY OF TULSA )
The foregoing instrument was acknowledged before me this day of
, 2024 by Alvin Fruga, Chair of the Owasso Public Works Authority, a public
trust, on behalf of the Trust.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my notarial seal the
date and year first above written.
Notary Public
Commission #
Expiration Date
(Notary Seal)
STATE OF OKLAHOMA )
)SS:
COUNTY OF TULSA )
The foregoing instrument was acknowledged before me this L Z day of
2024, by Tracy Dean West, Robinson Business Park, LLC, on behalf of
Robinson Business Park, LLC.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed my notarial seal the
date and year first above written.
dwwiof CIO
Notary Public
Commission#'Z OtO CX)o
Expiration Date' /2 717-
}
(Notary Seal)
0 23010006
EXP. 07/27/27
ijr•pua�t�:.aa`r
) XFIIBIT 1
Location, Legal Description, and Map of the Project Site
Address:
Legal Description:
A TRACT OF LAND THAT IS PART OF THE NORTHWEST QUARTER (NW/4) OF SECTION THIRTY-
ONE (31), TOWNSHIP TWENTY-ONE (21) NORTH, RANGE FOURTEEN (14) EAST OF THE INDIAN
BASE AND MERIDIAN, TULSA COUNTY, STATE OF OKLAHOMA, ACCORDING TO THE U.S.
GOVERNMENT SURVEY THEREOF, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:
COMMENCING AT THE NORTHEAST CORNER OF THE NW/4 OF SAID SECTION 31;
THENCE SOUTH 01017'07" EAST ALONG THE EAST LINE THEREOF 530.78 FEET TO THE POINT
OF BEGINNING;
THENCE CONTINUING SOUTH 01017'07" EAST ALONG SAID EAST LINE 971.80 FEET; THENCE
SOUTH 89001'51" WEST 1233.99 FEET; THENCE NORTH 00039'59" WEST 1452.18 FEET TO THE
SOUTHERLY RIGHT-OF-WAY LINE OF EAST 76th STREET NORTH; THENCE NORTH 89°00'44"
EAST ALONG SAID SOUTHERLY RIGHT-OF-WAY LINE AND PARALLEL WITH THE NORTH LINE OF
THE NW/4 OF SAID SECTION 31 A DISTANCE OF 348.67 FEET; THENCE SOUTH 00°37'17" EAST
AND DEPARTING SAID SOUTHERLY RIGHT-OF-WAY LINE 367.43 FEET; THENCE NORTH 89000'44"
EAST 541.01 FEET; THENCE NORTH 00°37'17" WEST 382.43 FEET TO THE SOUTHERLY RIGHT-
OF-WAY LINE OF EAST 76th STREET NORTH; THENCE NORTH 89°00'44" EAST ALONG SAID
SOUTHERLY RIGHT-OF-WAY LINE 80.00 FEET; THENCE SOUTH 00°37'17" EAST AND DEPARTING
SAID SOUTHERLY RIGHT-OF-WAY LINE 198.00 FEET; THENCE NORTH 89°00'44" EAST 180.71
FEET TO THE WESTERLY RIGHT-OF-WAY LINE OF THE ATCHISON, TOPEKA AND SAN
FRANCISCO RAILROAD; THENCE SOUTHEASTERLY ALONG SAID WESTERLY RIGHT-OF-WAY
LINE FOLLOWING A CURVE TO THE RIGHT HAVING A RADIUS OF 3236.52 FEET, AN ARC LENGTH
OF 304.73 FEET, A CHORD BEARING OF SOUTH 10°26'20" EAST AND A CHORD LENGTH OF
304.61 FEET;
THENCE NORTH 81 °52'53" EAST 21.72 FEET TO THE EAST LINE OF THE NW/4 OF SAID SECTION
31 AND THE POINT OF BEGINNING.
SAID TRACT OF LAND CONTAINS 1,524,534.7 SQ. FEET OR 35.00 ACRES.
BEARINGS ARE BASED UPON THE OKLAHOMA STATE PLANE COORDINATE SYSTEM, (3501 OK N),
NORTH AMERICAN DATUM 1983 (NAD83).
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CITY OF OWASSO
OPWA PAYROLL PAYMENT REPORT
PAY PERIOD ENDING 11/02/2024
Department
Total Payroll,Expenses
OPWA Administration
$ 29,501.94
Utility Billing
16,172.25
Water
29,685.32
Wastewater Treatment Plant
28,762.56.
Wastewater Collections
25,685.46
Refuse Collections
29,138.35
Recycle Center
5,342.29
TOTAL OPWA PAYROLL
$ 164,288.17
CITY OF OWASSO
OWASSO PUBLIC WORKS AUTHORITY - OPERATING FUND
FISCAL YEAR 2024.2025
Budgetary Basis
Statement of Revenues & Expenses
As of October 31, 2024
MONTH
YEAR
PERCENT
TO -DATE
TO -DATE
BUDGET
OF BUDGET
OPERATING REVENUES:
Water
$
972,622
$
3,514,017
$
8,018,297
43.827.
Wastewater
597,939
2,341,145
6,646,913
35.2291
Refuse
242,130
976,187
2,731,312
35.747.
Recycle
4,188
20,445
26,410
77.41%
Other Utility fees
19,253
81,348
220,566
36.88%
TOTAL OPERATING REVENUES
$
1,836,132
$
6,933,142
$
17,643,498
39.30%
OPERATING EXPENSES:
OPWA administration
$
(209,922)
$
(1,077,452)
$
(4,255,407)
25.32%
Utility Billing
(49,541)
(203,268)
(621,344)
32.71%
Water
(456,705)
(1,765,773)
(6,568,268)
26.88%
Wastewater Treatment
(118,170)
(458,422)
(1,903,092)
24.09%
Wastewater Collections
(332,571)
(3,696,054)
(5,679,789)
65.0797
Refuse
(100,328)
(409,054)
(1,610,503)
25.407.
Recycle
(17,475)
(74,636)
(353,055)
21.14%
Debt payments
(283,075)
(1,107,429)
(3,506,900)
31.587o
TOTAL OPERATING EXPENSES
$
(1,567,787)
$
(8,792,087)
$
(24,498,358)
35.89%
OPERATING REVENUES OVER/(UNDER) EXPENDITURES
$
268,345
$
(1,858,945)
$
(6,854,860)
NONOPERATING REVENUES/(EXPENSES):
Interest
Other revenues/(expenses)
TIF revenues/(expenses)
Federal Grants (ARPA)
TOTAL NONOPERATING REVENUES/(EXPENSES)
LONG-TERM DEBT PROCEEDS AND EXPENDITURES:
Proceeds of long-term debt
Expenditures of long-term debt
TOTAL LONG-TERM DEBT PROCEEDS AND EXPENDITURES
NET INCOME (LOSS)
ENCUMBRANCES OUTSTANDING
BOND PROCEEDS RECEIVABLE
FUND BALANCE (Budgetary Basis)
Beginning Balance
Ending Balance
16,057 $ 65,019 $ 187,784
376,072 383,646 20,457
15,433 62,563 (827,813)
- 131,439
$ 407,563 $ 642,667 $ (619,572)
$ - $ 846,221 $ 50,066,669
(773,881) (1,416,542) (50,197,137)
$ (773,881) $ (570,322) $ (130,468)
$ (97,972) $ (1,786,600) $ (7,604,901)
$ (6,250,517)
6,308,904
12,301,159 12,301,159
$ 10,572,947 $ 4,696,258
34.62%
1875.38%
-7.56%
0.00%