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HomeMy WebLinkAbout2026.06.16_City Council AgendaPUBLIC NOTICE OF THE MEETING OF THE OWASSO CITY COUNCIL Council Chambers Old Central Building 109 North Birch, Owasso, OK Tuesday, June 16, 2026 - 6:00 PM NOTE: APPROPRIATE ACTION may include, but is not limited to: ockno% awarding, denying, postponing, or tabling. AGENDA 1. Call to Order - Mayor Paul Loving 2. Invocation - Pastor John -David Meissner of New Heights Church 3. Flag Salute 4. Roll Call 5. Presentation of the Employee of the Quarter - Chris Garrett affirming, amending, approving, authorizing, 6. Consideration and appropriate action relating to the Consent Agenda. (All matters listed under "Consent" are considered by the City Council to be routine and will be enacted by one motion. Any Councilor may, however, remove an item from the Consent Agenda by request. A motion to adopt the Consent Agenda is non -debatable.) A. Approve minutes - June 2, 2026, and June 9, 2026, Regular Meetings B. Approve claims C. Accept public infrastructure of a concrete approach and sidewalk at 11290 North 135th East Avenue (Goodwill Industries) D. Accept public infrastructure of a stormwater drainage system, sanitary sewer system, and street improvements for the residential development located east of East 68+h Place North and west of North 129th East Avenue (Keys Landing II) 7. Consideration and appropriate action relating to items removed from the Consent Agenda 8. Consideration and appropriate action relating to an executive session, as provided for in Title 25, O.S. § 307(B)(4), for the purposes of discussing confidential communication between the City Council and its Attorney concerning a pending legal action in the District Court of Tulsa County, State of Oklahoma, styled as Marissa Harvick, an Individual, and Davin Gummere, an Individual v. The City of Owasso, Case No. CJ-2025-05141 - Julie Lombardi 9. Consideration and appropriate action relating to a settlement agreement and release between Davin Gummere, an individual, and the City of Owasso, and a settlement agreement and release between Marissa Harvick, an individual, and the City of Owasso, in the pending legal action in the District Court of Tulsa County, State of Oklahoma, styled as Marissa Harvick, an Individual, and Davin Gummere, an Individual v. The City of Owasso, Case No. CJ-2025-0514 - Beth Anne Childs 10. Consideration and appropriate action relating to an Employment Agreement between the City and Julie Lombardi for the position of City Attorney, effective July 1, 2026, through June 30, 2028 - Michele Dempster 11. Consideration and appropriate action relating to an employment agreement between the City and the Fraternal Order of Police (FOP), Lodge #149 - Michele Dempster Staff recommends approval of the Fiscal Year 2026-2027 contract between the City and the Fraternal Order of Police, Lodge # 149, and authorization to execute all necessary documents. 12. Consideration and appropriate action relating to the renewal of the Master Services Agreement with First Responder Support Services, PLLC (FRSS) of Tulsa, Oklahoma, for professional behavioral health services - Michele Dempster Staff recommends approval of the Third Renewal Agreement in the amount of $55,980.00 and authorization to execute all necessary documents. Owasso City Council June 16, 2026 Page 2 13. Consideration and appropriate action relating to a budget amendment for fiscal year-end supplemental appropriations of excess revenue - Carly Novozinsky Staff recommends approval of the following budget amendments by increasing the estimated revenues and the appropriations for expenditures in the following amounts: • General Fund • Tax Increment Financing • Senior Center Fund • Half -Penny Sales Tax Fun $ 850,000.00 (TIF) Fund 300,000.00 478,234.00 d (Police) 10,000.00 14. Consideration and appropriate action relating to Resolution 2026-11, providing for the adoption of an annual budget for Fiscal Year 20260-2027 General Fund and other Funds, establishing levels of expenditures by department, and establishing budget amendment authority as provided by state statutes - Carly Novozinsky Staff recommends approval of Resolution 2026-11. 15. Consideration and appropriate action relating to Ordinance 1249, amending Part 12, Planning, Zoning, and Development of the Code of Ordinances of the City of Owasso, repealing Chapter 2 Zoning Regulations, in its entirety, and enacting a new Chapter 2 Zoning Regulations, adopting by reference regulations for the use of land, buildings, sites, and structures within the city limits - Alexa Beemer Staff recommends adoption of Ordinance 1249. 16. Consideration and appropriate action relating to bids received for the 2026 Street Rehabilitation Project Maintenance using High Density Mineral Bond (HA5) - Dwayne Henderson Staff recommends awarding the contract to Holbrook Asphalt, LLC of Saint George, Utah, in the amount of $412,050.17 and authorizing execution of the necessary documents. 17. Consideration and appropriate action relating to the Professional Services Agreement with WSB, LLC of Tulsa, Oklahoma, for miscellaneous stormwater and erosion control engineering projects - Dwayne Henderson Staff recommends approval of the Amendment for Additional Services No. 1 to the Professional Services Agreement in the amount of $12,000.00, and authorization to execute the necessary documents. 18. Consideration and appropriate action relating to Resolution 2026-12, a resolution adopting the 2026 Owasso Economic Development Strategic Plan - Chris Garrett Staff recommends approval of Resolution 2026-12, 19. Report from City Manager 20. Report from City Attorney 21. Report from City Councilors 22. Official Notices (documents for acknowledgment of receipt or information only, no discussion or action will be taken) • Payroll Payment Report - pay period ending date May 30, 2026 • Monthly Budget Status Report - as of May 31, 2026 • Oklahoma Department of Environmental Quality, Permit No. WL000072260260 for potable water line improvements at the intersection of East 96th Street North and North 145th East Avenue Owasso City Council June 16, 2026 Page 23. New Business (New Business is any item of business which could not have been foreseen at the time of posting of the agenda) 24. Adjournment Amended Notice of Public Meeting filed in the office of the City Clerk on Thursday, April 9, 2026, and the Agenda posted at City Hall, 200 South Main Street, fat'1\1:30 am on Friday, Junk 12, 2026. Stevens, City Clerk The City of Owasso encourages citizen participation. To request ad accommodation due to a disability, contact the City Clerk prior to the scheduled meeting by phone 918-376-1502 or by email to istevens@cltvofowosso.com OWASSO CITY COUNCIL MINUTES OF REGULAR MEETING TUESDAY, JUNE 2, 2026 The Owasso City Council met in regular session on Tuesday, June 2, 2026, in the Council Chambers at Old Central, 109 North Birch, Owasso, Oklahoma per the amended Notice of Public Meeting filed Friday, April 9, 2026; and the Agenda filed in the office of the City Clerk and posted at City Hall, 200 South Main Street, at 1 1:30 am on Friday, May 27, 2026. 1. Call to Order - Mayor Dr. Paul Loving called the meeting to order at 6:00pm. 2. Invocation - The Invocation was offered by Lead Pastor Kade Young of No Limits Church. 3. Flag Salute -Mayor Loving led the flag salute. 4. Roll Call - A quorum was declared present. Present Absent Mayor - Dr. Paul Loving Councilor - Alvin Fruga Vice Mayor - Dr. Chad Balthrop Councilor - Jamie Dunn Councilor - Cody Walter Staff: City Manager - Chris Garrett / City Attorney - Julie Lombardi 5. Presentation of Character Trait Flexibility - Chelsea Feary presented the character trait for June. 6. Citizen request to address the City Council regarding transportation projects funded through the 55/100ths Transportation Tax Fund The item was removed at the request of the citizen, Brandon Miller. 7. PUBLIC HEARING - The City Council will conduct a public hearing for the purpose of receiving citizen input and discussing the proposed FY 2026-2027 Annual Operating Budget Chris Garrett and Carly Novozinsky presented the item. At 6:20 pm, the Mayor opened the Public Hearing for comment. There were no comments from the audience. At 6:21 pm, the Mayor closed the Public Hearing. 8. Consideration and appropriate action relating to the Consent Agenda. (All matters listed under "Consent" are considered by the City Council to be routine and will be enacted by one motion. Any Councilor may, however, remove an item from the Consent Agenda by request. A motion to adopt the Consent Agenda is non -debatable.) A. Approve minutes - May 19, 2026, Regular Meeting and May 27, 2026, Special Meeting B. Approve claims C. Approve normal retirement benefits for Charles Cheshier D. Accept public infrastructure improvements of a concrete sidewalk, sanitary sewer, and an asphalt approach located at 13116 East 76th Street North E. Authorize payment of $147,823.46 to Tyler Technologies of Plano, Texas, for annual software maintenance of Computer Aided Dispatch Software (CAD) and Report Management System Software (RMS) F. Accept donation from the Cherokee Nation for $3,500.00 G. Approve a budget amendment increasing the estimate of revenues and the appropriation for expenditures in the Half -Penny Sales Tax Fund (Fire) by $3,500.00 (Cherokee Nation donation) Mr. Walter moved, seconded by Ms. Dunn, to approve the Consent Agenda as presented, with claims totaling $403,516.16. YEA: Balthrop, Dunn, Walter, Loving NAY: None Motion carried: 4-0 9. Consideration and appropriate action relating to items removed from the Consent Agenda - None Owasso City Council June 2, 2026 Page 2 10. Consideration and appropriate action to ratify the second year of the Employment Agreement between the City of Owasso and Chris Garrett, City Manager Michele Dempster presented the item. There were no comments from the audience. Mr. Walter moved, seconded by Mr. Balthrop, to ratify the contract. YEA: Balthrop, Dunn, Walter, Loving NAY: None Motion carried: 4-0 11. Consideration and appropriate action relating to a proposed contract for audit services for the Fiscal Year ending June 30, 2026 Carly Novozinsky presented the item, recommending approval of a contract with Swindoll, Janzen, Hawk & Loyd, LLC of Topeka, Kansas, for $69,450.00, related to auditing services for the City and its Trust Authorities; and $5,000.00, each, if more than one major program is identified through the federal grant audit required under the Single Audit Act, and authorization to execute necessary documents. There were no comments from the audience. Following discussion, Mr. Balthrop moved, seconded by Ms. Dunn, to approve the contract, as recommended. YEA: Balthrop, Dunn, Walter, Loving NAY: None Motion carried: 4-0 12. Consideration and appropriate action relating to bids received forthe construction of the East 96th Street North and North 145th East Avenue Intersection Improvements project Daniel Dearing presented the item, recommending the construction contract be awarded to Diversified Civil Contractors, LLC of Broken Arrow, Oklahoma, for $5,261,694.00, and authorizing the execution of all necessary documents. There were no comments from the audience. Following discussion, Mr. Walter moved, seconded by Mr. Balthrop, to award the contract and authorize execution of documents, as recommended. YEA: Balthrop, Dunn, Walter, Loving NAY: None Motion carried: 4-0 13. Consideration and appropriate action relating to Resolution 2026-10, a resolution amending the Comprehensive Master Rate and Fee Schedule for services provided by the City and establishing an effective date Juliann Stevens presented the item, recommending approval of Resolution 2026-10. There were no comments from the audience. Following discussion, Ms. Dunn moved, seconded by Mr. Balthrop, to approve Resolution 2026-10, as recommended. YEA: Balthrop, Dunn, Walter, Loving NAY: None Motion carried: 4-0 14. Presentation of the monthly Project Status Report - Roger Stevens presented the item and discussion was held. 15. Report from City Manager - None 16. Report from City Attorney - None 17. Report from City Councilors - Mayor Loving commented on the donation from the Owasso Golden Agers Foundation. 18. Official Notices - The Mayor acknowledged receipt of the following: Payroll Payment Report- pay period ending date May 16, 2026 Owasso City Council June 2, 2026 Page 3 19. New Business - None 20. Consideration and appropriate action relating to a request for an executive session to discuss the annual evaluation and employment contract for Julie Lombardi, City Attorney, as provided for in Title 25, O.S. § 307(B)(1) Mayor Loving presented the item. Mr. Walter moved, seconded by Mr. Balthrop, to enter executive session. YEA: Balthrop, Dunn, Walter, Loving NAY: None Motion carried: 4-0 At 6:46 pm, the City Council members entered into Executive Session. At 7:06 pm, Julie Lombardi entered Executive Session. At 7:29 pm, Julie Lombardi exited Executive Session, and Michele Dempster entered Executive Session. At 7:35 pm, the City Council and Michele Dempster exited Executive Session and returned to Open Session. 21. Adjournment Mr. Balthrop moved, seconded by Mr. Walter, to adjourn the meeting. YEA: Balthrop, Dunn, Walter, Loving NAY: None Motion cared: 4-0 and the meeting adjourned at 7:36 pm. Dr. Paul Loving, Mayor Juliann M. Stevens, City Clerk OWASSO CITY COUNCIL, PUBLIC WORKS AUTHORITY, AND PUBLIC GOLF AUTHORITY MINUTES OF JOINT REGULAR MEETING TUESDAY, JUNE 9, 2026 The Owasso City Council, Owasso Public Works Authority (OPWA), and Owasso Public Golf Authority (OPGA) met in a joint regular meeting on Tuesday, June 9, 2026, in the Council Chambers at Old Central, 109 North Birch Street, Owasso, Oklahoma, per the Amended Notice of Public Meeting filed Thursday, April 9, 2026; and the Agenda filed in the office of the City Clerk and posted at City Hall, 200 South Main Street, at noon on Thursday, June 4, 2026. 1. Call to Order - Mayor/Chair Dr. Paul Loving called the meeting to order at 6:00 pm. 2. Roll Call - A quorum was declared present. Present Mayor/Chair- Dr. Paul Loving Vice Mayor/Vice Chair- Dr. Chad Balthrop Councilor/Trustee - Cody Walter Councilor/Trustee - Alvin Fruga Absent Councilor/Trustee - Jamie Dunn Staff: City/Authority Manager- Chris Garrett; City/Authority Attorney - Julie Lombardi 3. Discussion relating to the proposed FY 2026-2027 Annual Operating Budget - Carly Novozinsky presented the item, and discussion was held. 4. Discussion relating to the monthly sales and use tax report and revenue outlook - Carly Novozinsky presented the item, and discussion was held. 5. Discussion relating to annual appointments to various citizen boards and committees - Mayor Paul Loving presented the item, and discussion was held. 6. City/Authority Manager Report - None 7. City Councilor/Trustee comments and inquiries - Vice Mayor/Vice Chair Balthrop commented on a prayer event for public servants with Senator James Lankford to be held on June 28, 2026, at First Baptist Church. 8. Adjournment Mr. Balthrop moved, seconded by Mr. Walter, to adjourn the meeting. YEA: Balthrop, Fruga, Walter, Loving NAY:None Motion carried 4-0, and the meeting adjourned at 6:15 pm. Dr. Paul Loving, Mayor/Chair Juliann M. Stevens, City Clerk Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 01 GENERAL AT&T PHONE USE $27.84 BLUE ENERGY FUELS LLC FUEL $40.69 DALE & LEES SERVICE INC A/C REPAIR $656.00 FLEETCOR TECHNOLOGIES FUEL $238.98 JACKSON MECHANICAL SERVICE INC ANNUAL HVAC MAINT $3,320.50 JPMORGAN CHASE BANK AMAZON -BENCH VISE $125.80 JPMORGAN CHASE BANK AMAZON -CLOCK $209.78 JPMORGAN CHASE BANK AMAZON -JANITOR SUPP $163.60 JPMORGAN CHASE BANK AMAZON-RPR RECEPTACL $56.99 JPMORGAN CHASE BANK AMAZON -SHOP SUPPLIES $452.82 JPMORGAN CHASE BANK COX -PHONE USAGE $12.61 JPMORGAN CHASE BANK EKLUND-DUCT CLEANING $475.00 JPMORGAN CHASE BANK GRIMSLEY-SUPPLIES $219.75 JPMORGAN CHASE BANK KINECT-GLASS REPAIR $2,250.00 JPMORGAN CHASE BANK KINECT-GLASS TINT $350.00 JPMORGAN CHASE BANK LOWES-BATHROOM FAN $119.00 JPMORGAN CHASE BANK LOWES-CARPET CLEANER $300.98 JPMORGAN CHASE BANK LOWES-CORDLESS VACUUM $234.97 JPMORGAN CHASE BANK LOWES-ELECTRICAL SUPP $647.32 JPMORGAN CHASE BANK LOWES-FLUSH VALVE $19.98 JPMORGAN CHASE BANK LOWES-SUPPLIES $219.92 JPMORGAN CHASE BANK SAMS-EQUIPISUPPLIES $199.90 MATLOCK SECURITY SYSTEMS FIRE MONITORING $120.00 ORION SECURITY SOLUTIONS LLC DOOR ACCESS SYS $4,449.00 LOCKDOWN UNIFIRST HOLDINGS LP UNIFORMS $52.24 FACILITY MAINTENANCE -Total $14,963.67 RAMUNDSEN SUPERIOR HOLDINGS ERP SOFTWARE $238.88 FINANCE ENTERPRISE SYSTEM -Total $238.88 FLEETCOR TECHNOLOGIES FUEL $237.67 JPMORGAN CHASE BANK AMAZON -GUN RACK $99.98 JPMORGAN CHASE BANK COX -PHONE USAGE $12.61 JPMORGAN CHASE BANK HDEPOT-REFUND ($101.50) WATERSTONE CLEANERS DRY CLEANING $85.65 GEN ANIMAL CONTROL -Total $334.41 UNIFIRST HOLDINGS LP UNIFORM SERVICES $25.02 GEN CEMETERY -Total $25.02 DWAYNE TOWNSEND MARTIAL ARTS CLASS $738.00 JPMORGAN CHASE BANK LOWES-KIDS CRAFT $16.72 JPMORGAN CHASE BANK WALMART-CLASS SUPP $47.75 KATHLEEN M ROGERS SEWING CLASS $100.00 1 Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 01 GENERAL TEAL DANCE COMPANY LLC DANCE CLASS $172.00 GEN COMM CTR DONATIONS -Total $1,074.47 IMPERIAL LLC COFFEE SUPPLIES $119.97 JPMORGAN CHASE BANK AMAZON -COCOA MIX $8.68 JPMORGAN CHASE BANK AMAZON -PUZZLES $46.05 JPMORGAN CHASE BANK CINTAS-OPS SUPPLIES $705.05 JPMORGAN CHASE BANK COX -PHONE USAGE $21.01 JPMORGAN CHASE BANK QUIT -PEST CONTROL $95.00 JPMORGAN CHASE BANK UVERSE-WIFI $177.36 SUMNERONE INC COPIER LEASE $274.87 GEN COMMUNITY CENTER -Total $1,447.99 FLEETCOR TECHNOLOGIES FUEL $507.58 HOVEYTHULIN MOWING SERVICES $1,000.00 JPMORGAN CHASE BANK COX -PHONE USAGE $33.62 KENNETH LIVINGSTON MOWING SERVICE $1,000.00 GEN COMMUNITY DEVELOPMENT -Total $2,541.20 BRONZE-DEPOT.COM, INC T&C STATUES $5,495.00 GEN CULIREC TIMMY & CINDY - Total $5,495.00 JPMORGAN CHASE BANK COMMISSION MTG 05/26 $12.04 JPMORGAN CHASE BANK GREEN COUNTRY-REG FEE $139.00 NATIONAL ASSN OF SPORTS MEMBERSHIP DUES $1,195.00 COMMISSIONS GEN ECONOMIC DEV -Total $1,346.04 AT&T PHONE USE $27.84 JPMORGAN CHASE BANK COX -PHONE USAGE $4.20 JPMORGAN CHASE BANK SUMNER-COPIER LEASE $81.95 GEN EMERG PREPAREDNESS -Total $113.99 FLEETCOR TECHNOLOGIES FUEL $699.83 JPMORGAN CHASE BANK COX -PHONE USAGE $33.62 UNIFIRST HOLDINGS LP UNIFORM SERVICES $57.86 GEN ENGINEERING -Total $791.31 JPMORGAN CHASE BANK AMAZON -HIGHLIGHTERS $6.18 JPMORGAN CHASE BANK AMZN-CALCULATOR TAPE $18.89 JPMORGAN CHASE BANK COX -PHONE USAGE $33.62 GEN FINANCE -Total $58.69 AT&T PHONE USE $111.34 DOERNER, SAUNDERS, DANIEL & GENERAL MATTERS $594.00 ELIZABETH ANNE CHILDS EXPUNGEMENTS $915.00 ELIZABETH ANNE CHILDS GENERAL MATTERS $660.00 FLEETCOR TECHNOLOGIES FUEL $82.17 2 Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 01 GENERAL JPMORGAN CHASE BANK AMZN-PEDESTAL STANDS $166.37 JPMORGAN CHASE BANK PIKEPASS-TOLL $10.80 MAILROOM FINANCE INC POSTAGE $1,562.01 MCAFEE&TAFT LEGAL -PERSONNEL $150.00 GEN GENERAL GOVERNMENT -Total $4,251.69 JPMORGAN CHASE BANK COX -PHONE USAGE $4.20 GEN HISTORICAL MUSEUM -Total $4.20 JPMORGAN CHASE BANK STAPLES -OFFICE SUPP $178.40 GEN HR - CHAR INITIATIVE -Total $178.40 AMERICANCHECKED INC ATTN: BILLING BACKGROUND CHECKS $274.84 JPMORGAN CHASE BANK COX -PHONE USAGE $16.81 MCAFEE & TAFT LEGAL- PERSONNEL $60.00 GEN HUMAN RESOURCES -Total $351.65 AT&T PHONE USE $27.84 BLUE ENERGY FUELS LLC FUEL $16.47 CHICKASAW TELECOM INC MERAKI 3 YEAR RENEWAL $10,596.96 FLEETCOR TECHNOLOGIES FUEL $78.75 JPMORGAN CHASE BANK PLUS -BATTERIES $23.31 JPMORGAN CHASE BANK COX -PHONE USAGE $25.22 JPMORGAN CHASE BANK EBAY-INSTALL SUPP $26.98 JPMORGAN CHASE BANK EBAY-NETWORKING $45.00 JPMORGAN CHASE BANK HARBOR -TOOLS $418.53 JPMORGAN CHASE BANK HDEPOT-CLAMPS $12.72 JPMORGAN CHASE BANK HDEPOT-HARDWARE $40.29 JPMORGAN CHASE BANK HDEPOT-NETWORKING $59.97 JPMORGAN CHASE BANK HDEPOT-SURGE $14.88 JPMORGAN CHASE BANK HDEPOT-TOOLS $270.85 JPMORGAN CHASE BANK LOWES-HARDWARE $66.81 JPMORGAN CHASE BANK LOWES-REFUND ($5.47) JPMORGAN CHASE BANK TMOSILE-SIMS $142.80 JPMORGAN CHASE BANK WALMART-TV ACCYS $10.97 JPMORGAN CHASE BANK WALMART-WATER $5.27 ORION SECURITY SOLUTIONS LLC TECH SUPPORT $300.00 PPT HOLDINGS I, LLC NETAPP HARDWARE SUPPORT $3,111.84 TYLER WILLSON TUITION REIMBURSEMENT $815.85 GEN INFORMATION TECH -Total $16,105.84 FLEETCOR TECHNOLOGIES FUEL $155.06 JPMORGAN CHASE BANK CMTY RLTN 05/15 $81.90 JPMORGAN CHASE BANK COUNCIL RLTN 05/11 $41.54 JPMORGAN CHASE BANK COUNCIL RLTN 05/15 $36.96 3 Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 01 GENERAL JPMORGAN CHASE BANK COUNCIL RLTN 05/22 $38.40 JPMORGAN CHASE BANK COX -PHONE USAGE $33.62 JPMORGAN CHASE BANK EMPLY RLTN 05/12 $38.85 JPMORGAN CHASE BANK EMPLY RLTN 05/20 $36.70 JPMORGAN CHASE BANK MTG EXP 05112 $199.78 JPMORGAN CHASE BANK OCC-REG FEE $250.00 JPMORGAN CHASE BANK OEDA RLTN 05/07 $117.17 JPMORGAN CHASE BANK PIKEPASS-TOLL $10.80 GEN MANAGERIAL -Total $1,040.78 DEPARTMENT OF PUBLIC SAFETY APRIL ACCESS $40.00 DEPARTMENT OF PUBLIC SAFETY JUNE 2026 ACCESS $40.00 DEPARTMENT OF PUBLIC SAFETY MAY 2026 ACCESS $40.00 FELKINS ENTERPRISES LLC COURT FORMS $180.00 JPMORGAN CHASE BANK AMAZON -PRIVACY SCREEN $175.50 JPMORGAN CHASE BANK COX -PHONE USAGE $16.81 JPMORGAN CHASE BANK DELL -PRIVACY SCREEN $199.78 JPMORGAN CHASE BANK SHI-ACROBAT $54.69 JPMORGAN CHASE BANK SHI-MICROSOFT $325A0 JPMORGAN CHASE BANK SUMNER-COPIER LEASE $74.64 YOUTH SERVICES OF TULSA YOUTH SERVICES $8,250.00 GEN MUNICIPAL COURT -Total $9,396.82 CITY OF OWASSO WATER SVC $5,890.50 DEWAYNE MOTE FISH STOCK $372.00 FLEETCOR TECHNOLOGIES FUEL $1,075.50 FOUNTAIN PEOPLE RAYOLA SPRAY PAD RPR $858.50 JLS LAND MANAGEMENT LLC MAY PARKS MOWING $8,656.00 JPMORGAN CHASE BANK ACE -GAS CANS $44.99 JPMORGAN CHASE BANK ACE -TOWELS $41.36 JPMORGAN CHASE BANK ATWOOD-NUT & BOLTS $0.45 JPMORGAN CHASE BANK COX -PHONE USAGE $4.20 JPMORGAN CHASE BANK LIBERTY -FLAG POOL TOOLS $205.00 JPMORGAN CHASE BANK LOWES-HOSE & PAINT $38.75 MCCALL CLEANERS LLC JANITORIAL SVC $3,528.60 MURRAY WOMBLE INC PARK DOOR REPAIR $1,075.00 OUTDOOR HOME SERVICES HOLDINGS LAWN TREATMENT $365.00 LLC UNIFIRST HOLDINGS LP UNIFORMS $67.56 GEN PARKS -Total $22,223.41 JPMORGAN CHASE BANK AMAZON -DESK SUPPLIES $19.99 JPMORGAN CHASE BANK COX -PHONE USAGE $16.81 TREASURER PETTY CASH SEC OF ST NOTARY FEE $50.00 4 Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 01 GENERAL GEN RECREATION & CULTURE -Total $86.80 BLUE ENERGY FUELS LLC FUEL $82.92 FLEETCOR TECHNOLOGIES FUEL $3,649.20 JEREMY JACKSON MOWING SERVICES $970.00 SPIRIT LANDSCAPE MANAGEMENT LLC 96TH ST LANDSCAPE $278.41 SPIRIT LANDSCAPE MANAGEMENT LLC MAIN ST LANDSCAPE $461.20 UNIFIRST HOLDINGS LP UNIFORM SERVICES $126.18 GEN STORMWATER -Total $5,567.91 TREASURER PETTY CASH CC DEP REF-BALLARD $100.00 TREASURER PETTY CASH CC DEP REF-BRDIGES $50.00 TREASURER PETTY CASH CC DEP REF-GIOVANETTI $50.00 TREASURER PETTY CASH CC DEP REF -HATCH $100.00 TREASURER PETTY CASH CC DEP REF-MCLAIN $50.00 TREASURER PETTY CASH CC DEP REF-MURPHY $100.00 TREASURER PETTY CASH CC DEP REF-OKWUFULUEZ $50.00 TREASURER PETTY CASH CC DEP REF -RICE $100.00 TREASURER PETTY CASH CC DEP REF -SANDERS $50.00 TREASURER PETTY CASH CC DEP REF-SWANSON $100.00 TREASURER PETTY CASH CC DEP REF-WILSON $50.00 TREASURER PETTY CASH CC DEP REF-ZAVO $100.00 TREASURER PETTY CASH RDBD DEP REF-MCCOY $200.00 TREASURER PETTY CASH RDBD REF -BIBLE CHURCH $200,00 TREASURER PETTY CASH STOP PYMT FEE CK 1242 $32.00 TREASURER PETTY CASH UMPIRE DEP REF-SEYMOU $60.00 TREASURER PETTY CASH UMPIRE DEP REF -SMITH $60.00 GENERAL -Total $1,452.00 ARIEL HUERTA CMN BALLONS $150.00 JAMES NEIL CLINE CMN BALLONS $150.00 KAITLIN BRYAN CMN FACE PAINT $165.00 RIKKI FERRIER CMN FACE PAINTER $150.00 TULSA ZOO MANAGEMENT INC CMN ENTERTAINMENT $100.00 MOVIE NIGHT DONATIONS -Total $715.00 JPMORGAN CHASE BANK TESSCO-INSTALL SUPP $264.31 PARKS FACILITY -Total $264.31 GH2 ARCHITECTS LLC D&D R&C MASTER PLAN $19,717.50 PARKS MASTER PLAN -Total $19,717.50 TREASURER PETTY CASH SOFTBALL REF-SEYMOUR $340.00 TREASURER PETTY CASH SOFTBALL REF -SMITH $340.00 SOFTBALL SPORTS FEE -Total $680.00 GENERAL -Total $110,466.98 b7 Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 20 AMBULANCE SERVICE CAPITAL WASTE SOLUTIONS LLC MED WASTE REMOVAL $339.20 FLEETCOR TECHNOLOGIES FUEL $5,797.03 FULLERTON HYDRO -TEST INC. 02 $180.00 JPMORGAN CHASE BANK ACE -EMBLEM TAPE $14.99 JPMORGAN CHASE BANK AMAZON -STRUTS $13.99 JPMORGAN CHASE BANK BOUND-MED SUPPLIES $4,428.49 JPMORGAN CHASE BANK KNOX-MED VAULT RPR $552.00 JPMORGAN CHASE BANK LIFE ASSIST-MED SUPP $2,645.98 JPMORGAN CHASE BANK LIFE ASSIST-MED SUPP $3,850.00 JPMORGAN CHASE BANK UPS -SHIPPING $16.72 JPMORGAN CHASE BANK ZOLL-MED SUPPLIES $2,949.10 MEDICLAIMS INC BILLING SERVICES $12,069.26 AMBULANCE -Total $32,856.76 REPUBLIC RECOVERY SERVICES INC COLLECTION SVC $45.00 AMBULANCE SERVICE -Total $45.00 AMBULANCE SERVICE -Total $32,901.76 21 E-911 AT&T PHONE USE $450.67 DEPARTMENT OF PUBLIC SAFETY APRIL ACCESS $851.00 DEPARTMENT OF PUBLIC SAFETY JUNE 2026 ACCESS $851.00 DEPARTMENT OF PUBLIC SAFETY MAY 2026 ACCESS $851.00 JPMORGAN CHASE BANK WAVE -INSTALLATION $2,400.00 LANGUAGE LINE SERVICES TRANSLATION SVC $356.57 THOMAS ALAN HOFFMANN NEW HIRE MMPI TEST $150.00 E911 COMMUNICATIONS -Total $5,910.24 E-911 -Total $5,910.24 25 HOTEL TAX JPMORGAN CHASE BANK COX -PHONE USAGE $8.41 STRONG NEIGHBORHOODS -Total $8.41 HOTELTAX -Total $8.41 27 STORMWATER MANAGEMENT GROUND LEVEL LLC DRAINAGE IMPROVEMENTS $23,940.00 116THIMINGO ROAD GRADING -Total $23,940.00 WSB LLC PROFESSIONAL SERVICES $2,288.40 HALE ACRES DRAINAGE IMPRO - Total $2,288.40 DALTON LUEDKE LANDSCAPE MAINTENANCE $1,450.00 JPMORGAN CHASE BANK COX -PHONE USAGE $8.41 UNIFIRST HOLDINGS LP UNIFORM SERVICES $28.86 STORMWATER-STORMWATER -Total $1,487.27 MOORE STORMWATER ENGINEERING LLC ENGINEERING SERVICES $4,830.00 THREE LAKES III DRAIN IMP - Total $4,830.00 STORMWATER MANAGEMENT -Total $32,545.67 A Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 31 AMBULANCE CAPITAL ZOLL MEDICAL CORP AUTO PULSE LEASE $19,917.44 AMBULANCE CAPITAL FD -Total $19,917.44 AMBULANCE CAPITAL -Total $19,917.44 34 VISION TAX GRADE LINE CONSTRUCTION E 96 ST N WEST IF BRIDGE $510,479.48 96TH FROM 119TH TO BRIDGE -Total $510,479.48 VISION TAX -Total $510,479.48 35 PARK DEVELOPMENT GH2 ARCHITECTS LLG D&D R&C MASTER PLAN $1,125.00 PARKS MASTER PLAN -Total $1,125.00 PARK DEVELOPMENT -Total $1,125.00 37 SALES TAX FIRE AT&T PHONE USE $27.84 CITY OF OWASSO WATER SVC $154.00 FLEETCOR TECHNOLOGIES FUEL $4,832.59 JPMORGAN CHASE BANK AMAZON -CABINET $169.98 JPMORGAN CHASE BANK AMAZON -PRESS GAUGE $21.54 JPMORGAN CHASE BANK AMAZON-ST3 DRYER RPR $12.99 JPMORGAN CHASE BANK AMAZON -TOOL RPR $270.27 JPMORGAN CHASE BANK AMAZON -TOOL FOR UPFIT $74.22 JPMORGAN CHASE BANK AMERICAN-TRASH $217.62 JPMORGAN CHASE BANK AMZN-PARTS VEH UPFIT $45.42 JPMORGAN CHASE BANK CONRAD-E2 REPAIR $3,103.68 JPMORGAN CHASE BANK COX -PHONE USAGE $138.70 JPMORGAN CHASE BANK CUMMINS-E3 REPAIR $1,741.82 JPMORGAN CHASE BANK FAM-K9 VET $1,581.70 JPMORGAN CHASE BANK FEDEX-SHIPPING $16.56 JPMORGAN CHASE BANK HD SUPPLY -REFUND ($171.93) JPMORGAN CHASE BANK HDEPOT-SCBA BRKT REPR $22.52 JPMORGAN CHASE BANK LIBERTY -FLAG REPAIRS $216.00 JPMORGAN CHASE BANK LOWES-REPAIR $123.28 JPMORGAN CHASE BANK LOWES-ST4 HOSE PRTS $73.34 JPMORGAN CHASE BANK NAFECO-PPE REPAIR $4,120.30 JPMORGAN CHASE BANK OPENAI-ADMIN TOOL $20.00 JPMORGAN CHASE BANK PIKEPASS-TOLL $7A4 JPMORGAN CHASE BANK SUMNER-COPIER LEASE $220.56 JPMORGAN CHASE BANK TESSCO-ANTENNA $114.50 - JPMORGAN CHASE BANK WRD3-WATER $39.50 MARK E STUCKEY GRANT CONSULTATION $4,000.00 SIGN IT INC VEH UPFIT $585.00 TREASURER PETTY CASH SERVICE OK -FIRE $17.50 SALES TAX FUND -FIRE -Total $21,796.64 SALES TAX FIRE -Total $21,796.64 7 Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 38 SALES TAX POLICE AMERICAN WASTE CONTROL INC DUMPSTER $158.19 AT&T PHONE USE $27.84 AXON ENTERPRISE INC VEHICLE CAMERA PAYMENT $30,548.40 CITY OF OWASSO WATER SVC $31.50 FLEETCOR TECHNOLOGIES FUEL $21,829.07 JPMORGAN CHASE BANK AMAZON -LABEL TAPE $12.34 JPMORGAN CHASE BANK AMAZON -NW HRE EQUPMT $117.73 JPMORGAN CHASE BANK AMAZON -PHONE ACCYS $133.37 JPMORGAN CHASE BANK AMAZON -REFUND ($24.99) JPMORGAN CHASE BANK AONE-CONF REG $275.00 JPMORGAN CHASE BANK AUTOZONE-CLEANING ITEMS $33.81 JPMORGAN CHASE BANK COX -PHONE USAGE $239.57 JPMORGAN CHASE BANK GLOVER -KEYS $483.48 JPMORGAN CHASE BANK HOLT-POLYGRAPH SVC $500.00 JPMORGAN CHASE BANK LODG EXP 05105-05/08 $408.75 JPMORGAN CHASE BANK LODG EXP 05105-05110 $644.90 JPMORGAN CHASE BANK ODEPOT-OFFICE CHAIR $399.99 JPMORGAN CHASE BANK OK DIV-CONF REG $102.50 JPMORGAN CHASE BANK OK POLICE-UNIFRM ITEM $20.97 JPMORGAN CHASE BANK SPEC OP -NW HRE EQUPMT $1,791.41 JPMORGAN CHASE BANK SPEC OPS-UNIFRM ITEM $61.98 JPMORGAN CHASE BANK TMOBILE-SIMS $10.00 JPMORGAN CHASE BANK TRVL EXP 11/29-12/04 $553.25 JPMORGAN CHASE BANK ZER09-NW HRE EQUPMT $44.99 - MTM RECOGNITION CORPORATION BADGES $561.80 SUMNERONE INC COPIER LEASE $638.04 THOMAS ALAN HOFFMANN NEW HIRE MMPI TEST $150.00 TREASURER PETTY CASH EXAM FEE-SALAZAR $58,50 TREASURER PETTY CASH SEC OF ST NOTARY FEE $45.00 WATERSTONE CLEANERS DRY CLEANING $910.21 WEST PUBLISHING CORPORATION INVESTIGATIVE SVC $682.90 SALES TAX FUND -POLICE -Total $61,450.50 SALES TAX POLICE -Total $61,450.50 39 SALES TAX STREETS AEP/PSO STREET LIGHTS $13,580.73 BERGKAMP INC CHUTE REPAIR $3,614.68 CAMO FARMS INC ASPHALT $126.69 FLEETCOR TECHNOLOGIES FUEL $2,977.96 JPMORGAN CHASE BANK COX -PHONE USAGE $8.41 NEXAIR LLC CYLINDER RENTAL $120.78 TLS GROUP INC MAINT AGREEMENT $1,435.00 TULSA COUNTY HIGHWAY STREET SIGNS $1,110.00 CONSTRUCTION 1.1 Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 39 SALES TAX STREETS UNIFIRST HOLDINGS LP UNIFORM SERVICES $259.52 SALES TAX FUND -STREETS -Total $23,233.77 SALES TAX STREETS - Total $23,233.77 40 CAPITAL IMPROVEMENTS HUDSON PRINCE ENGINEERING ENGINEERING SVC $24,463.60 86TH WIDENING MAIN TO GAR - Total $24,463.60 DOERNER, SAUNDERS, DANIEL & 96TH, 134-145TH $66.00 96TH FROM 134TH TO 145TH - Total $66.00 R&L CONSTRUCTION LLC CONSTRUCTION SERVICES $395,180.65 CIP GARN RD WIDE 106-116 -Total $395,180.65 MTC TULSA LLC CONSTRUCTION SERVICES $141,906.96 PUBLIC WORKS FACILITY -Total $141,906.96 CAPITAL IMPROVEMENTS -Total $561,617.21 44 TRANSPORTATION TAX KIMLEY-HORN AND ASSOCIATES INC ENGINEERING SERVICES $10,591.10 UNIVERSAL FIELD SERVICES INC ROW ACUISITION $32,600.00 106TH ST 129TH TO 145TH - Total $43,191.10 GH2 ARCHITECTS LLC D&D RANCH CREEK $8,812.50 RANCH CREEK TRAIL -Total $8,812.50 TRANSPORTATION TAX -Total $52,003.60 70 CITY GARAGE BLUE ENERGY FUELS LLC FUEL $20.34 BOB HOWARD PARTS DISTRIBUTION PARTS FOR RESALE $533.86 CNTR CROW BURLINGAME COMPANY PARTS FOR RESALE $2,347.05 FLEETCOR TECHNOLOGIES FUEL $168.29 JPMORGAN CHASE BANK B&H-NETWORKING $281.07 JPMORGAN CHASE BANK B&H-UPS $135.00 JPMORGAN CHASE BANK COX -PHONE USAGE $16.81 JPMORGAN CHASE BANK DELL -MONITORS $170.37 JPMORGAN CHASE BANK DELL -SOUND BAR $32.62 JPMORGAN CHASE BANK DELL-VMR PC $1,604.49 JPMORGAN CHASE BANK HESSELBEIN-TIRES $777.92 JPMORGAN CHASE BANK ODP-FILE BOXES - $35.04 O'REILLY AUTOMOTIVE INC PARTS FOR RESALE $60.69 QUALITY PETROLEUM INC FUEL $2,397.19 UNIFIRST HOLDINGS LP UNIFORMS $99.40 FLEET MAINTENANCE -Total $8,680.14 CITYGARAGE -Total $8,680.14 76 WORKERS' COMP SELF -INS CITY OF OWASSO IMPREST ACCOUNT WORKERS COMP CLAIMS $17,022.73 UNITED SAFETY & CLAIMS INC WORKERS COMP SVC FEE $1,658.33 WORKERS' COMP SELF -INS -Total $18,681.06 .v7 Claims List - 06/16/26 Fund Vendor Name Payable Description Payment Amount 76 WORKERS' COMP SELF -INS -Total $18,681.06 77 GENERAL LIABILITY-PROPERT ELIZABETH ANNE CHILDS LITIGATION $915.00 HALL, ESTILL, HARDWICK, GABLE, LITIGATION $3,408.52 HALL, ESTILL, HARDWICK, GABLE, LITIGATION - PINNACLE $22,120.60 GEN LIAB-PROP SELF INS -Total $26,444.12 GENERAL LIABILITY-PROPERT -Total $26,444.12 City Grand Total $1,487,262.02 10 sd TO: The Honorable Mayor and City Council FROM: Earl Farris, Project Administrator SUBJECT: Acceptance of Public Infrastructure Improvements at Goodwill Industries, 11290 North 135th East Avenue DATE: June 11, 2026 BACKGROUND: The subject commercial development is located at 11290 North 135th East Avenue. Public infrastructure includes a concrete approach and sidewalk. Water is provided by Washington County Rural Water District #3. FINAL INSPECTIONS: Final inspections for the infrastructure components were completed in May 2026 by the Public Works Department. All standards for acceptance have been met. Additionally, the construction contractor has supplied the necessary two-year maintenance bond. RECOMMENDATION: Staff recommends acceptance of the public infrastructure improvements at Goodwill Industries, 11290 North 135th East Avenue. ATTACHMENTS: Location Map Attorney Approved Bond Washington County Rural Water Approval Letter Goodwill Industries In = 950 ft 5/28/2026 rnO66V Location Map REAL P oPle • RF L Chm., REAL C—...,, This map may represent a visual display of related geographic information. Data provided here on is not guarantee of actual field conditions. To be sure of complete accuracy, please contact the responsible staff for most up-to-date information. From: Stewart. Heather To: Savoy. Brandon: Lombardi, Julie Cc: Farris. Earl : Eaton. Steven Subject: RE: Goodwill Owasso Bonds Date: Thursday, September 18, 2025 2:34:09 PM Good afternoon, have reviewed the Goodwill Owasso maintenance bond at your request. The attorney -in -fact signature is authorized, the surety is licensed to do business in Oklahoma, and the amount of the bond is well within the surety's $23,381,000 underwriting limitation. Therefore, the bond is approved. Thank you, have a great day! 3feather Stewart Executive Assistant Office of the City Manager & City Attorney 918-376-1515 From: Savoy, Brandon <bsavoy@CityOfOwasso.com> Sent: Thursday, September 18, 2025 2:03 PM To: Lombardi, Julie <JLombardi@CityOfOwasso.com>; Stewart, Heather <hstewa rt @ CityOfOwasso.com> Cc: Farris, Earl <efarris@CityOfOwasso.com>; Eaton, Steven <seaton@CityOfOwasso.com> Subject: Goodwill Owasso Bonds Ms. Lombardi, I am sending a maintenance bond for review. Would you please reply with your findings. Thankyou, Brandon Savoy City of Owasso Infrastructure Inspecter bsavov(@citvofowasso.com Office Phone 918-272-4959 Cell Phone 918-693-0001 Maintenance Bond PRIVATELY FINANCED PUBLIC IMPROVEMENTS Bond No. 8055677 KNOW ALL MEN BYTHESE PRESENTS, That we DC Bass & Sons Construction Company as Principal (Developer and Contractor), and Amerisure Mutual Insurance Company as Surety, are held and firmly bound unto the City of Owasso, as Obligee, in the penal sum of Eighteen Thousand Eight Hundred Eight & 00/100 ($ lasos.00 ) which payment will and truly to be made, we do bind ourselves, and each of our heirs, executors, administrators, successors, and assigns jointly and severally, firmly by these presents. WHEREAS, the Principal will furnish a bond conditioned to guarantee, for the period of year(s) after final approval of the c one ill Industries of Tuc^ Inc - nondwill - Owasso Branch - Sidewalk & Approach - location: 1290 N. 135th E. Avenue, Owass, OK 74055 11290- EF a privately financed public improvement, and acceptance of such by the City Council of the City of Owasso, against all defects in workmanship and materials which may become apparent in such privately financed public improvement during said period. NOW, THEREFORE, THE CONDITION OF THIS OBLIGATIONS IS SUCH that the Principal and/or Surety shall indemnify the Obligee for all loss that the Obligee may sustain by reason of any defective materials or workmanship in the privately financed public improvement which may become apparent during the said period. SIGNED, SEALED, AND DATED: September 2, 2025 DC Bass.& Sons Construction Company , Principal iW Surety BY: 11t 1 i_I_I I If, i( Ul I V Attorney -in -Fact Attach Power of Attorney AMERISURE AMERISURE MUTUAL INSURANCE COMPANY �Su RETY AMERISURE INSURANCE COMPANY AMERISURE PARTNERS INSURANCE COMPANY PO WER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS: That Amerisure Mutual Insurance Company, Amerisure Insurance Company and Amerisure Partners Insurance Company are corporations duty organized under the laws of the State of Michigan (herein collectively the "Companies'), and that the Companies do hereby make, constitute and appoint: JOHN K. DEER, VAUGHN P. GRAHAM. VAUGHN P. GRAHAM, JR., BECKY, KILLMAN, STEPHEN M. POLEMAN, TRAVIS E. BROWN, CALLIE WOODARD, JOSHUA BRYAN, DEBORAH L. RAPER, JAMIE BURRIS, SHELLI R. SAMSEL, MARK D. NOWELL, CALLIE WOODARD. AUSTIN K. GREENHAW, BECKY KILLMAN, FAITH BURLESON, CLAYTON HOWELL, CAREY L. KENNEMER, RANDY D. WEBB, AARON WOOLSEY, GARY LILES, THOMAS PERRAULT, MICHAEL L. SWIFT and KRISTIN LEWIS of Rich & Cartmill, Inc. . its true and lawful Attomey(s)-in Fact, each in their separate capacity if more than one is named above, to sign, execute, seal and acknowledge, for and on its behalf and as its act and deed, bonds or others writings obligatory in the nature of a bond on behalf of each of said Companies, as surety, on contracts or suretyship as we or may be required or permitted by law, regulation, contract or otherwise, provided that no bond or undertaking or contract or suretyship executed under this authority shall exceed the amount of ONE HUNDRED MILLION ($100,000,000.00) DOLLARS This Power of Attorney is granted and signed by facsimile under and by the authority of the following Resolutions adopted by the Boards of Directors of Amerisure Mutual Insurance Company, Amerisure Insurance Company andAmerisure Partners Insurance Company at meetings duly called and held on February 17,2022. "RESOLVED, that any two of the President & Chief Executive Officer, the Chief Financial Officer& Treasurer, the Senior Vice President Surety, the Vice President Surety, or the General Counsel & Corporate Secretary be, and each or any of them hereby is authorized to execute, a Power of Attorney qualifying the attorney -in -fact named in the given Power of Attorney to execute on behalf of the Company bonds, undertakings and all contracts of surety, and that President & Chief Executive Officer, ChiefFinancial Officer & Treasurer or General Counsel & Corporate Secretary each or any of them hereby is authorized to attest to the execution of any such Power of Attorney and to attach therein the seal ofthe Company; FURTHER RESOLVED, that Ilia signature of such officers and the seal of the Companv maybe affixed to any such Power of Attorney or to anycertilicatc relating thereto electronically/digitally or by facsimile, and any such Power of Attorney ar certificate bearing such electronic/digital or facsimile signatures nr eleclronicldigiial or facsimile seal shall be binding upon the Company when so affixed and in the fulum with regard to any bond, undertaking or contract ofsurel-v to which it is attached; FURTHER RESOLVED, that any work carried out by the attomev-in-fact mmalant to this resolution shall be valid and binding upon the Company." SAL IN F SJ'PO'4'P "::.-: Ra�Sy M,.- NQ•. ,�\?SP'l�AL`•k By: Rit.F -'�/// �'/ f , •�yERS It1SG"'a C'-'O l'.2: `� :bP : € 4.:'OP e•o F.n- Michael A. Ito, Senior Vice President Surety _a;o 4`•-oe `¢i SEAL"m ,r,_ ;NE '.o1 S1Bf�B SEAL 2000 b: sb�j'!:CNIGt:�2a•A '� .'L= �iYy By: � � . 2000 �= da'.�//CHIGl�'2s.:: President Surety Aaron Green, Vice •,,,,hy' * •],c1,.: IN WITNESS WHEREOF, Amerisure Mumal Insurance Company, Amerisure Insurance Company and Amerisure Partners Insurance Company have caused their official seals to be hereunto affixed, and these presents to be signed by their authorized officers this 11 th day of August 2025 Amerisure Mutual Insurance Company Amerisure Insurance Company Amerisure Partners Insurance Company State of Illinois County of Kane Onthis llthdayof August 4025,before me, a Notary Public personally appeared Michael A. ito. of Amerisure Mutual Insurance Company, Amerisure Insurance Company and Amerisure Partners Insurance Company and Aaron Green of Amerisure Mutual Insurance Company, Amerisure Insurance Company and Amerisure Partners Insurance Company, personally known to me, who being by me duly swom, acknowledged that they signed the above Power of Attomey as officers of and acknowledged said instrument to be the voluntary act and deed of their respective companies. omcuLeeu M xex rxmurvwalA, erdaorlWnlfla M.Kenny, Notary Public wcoMaoserJH aa+aeaumo4nau f, Christopher M. Smaude, the duly elected Chief Financial Officer & Treasurer ofAmerisum Mutual Insurance Company, Amerisure Insurance Company and Amerisure Partners Insurance Company, do hereby certify and attest that the above and foregoing is a Iran and correct copy of a Power of Attorney executed by said Companies, which remains in full force and effect. IN WITNESS WHEREOF, I have set my hand and affixed the seals of the Companies this 2nd day of SEptembel 20 25_ Christopher M. Spaude, Chief Financial Officer & Treasurer MORRCON-01 'ac4�RaI CERTIFICATE OF LIABILITY INSURANCE `,...� KHAYNIE DAT912/20 5 /212025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsements . PRODUCER Rich & Cartmill, Inc. 2738 E. 51st Street, Suite 400 Tulsa, OK 74105 CONTACT Kelley Haynie uc°xN . Esl : (918) 984-3077 AIC, No: a4ffl&ss. khaynie@rcins.com WSURER(SI AFFORDING COVERAGE NAICM INSURER A: Ohio Security Ins CO 24082 INSURED Morrison Construction Company Inc 8147 E 63rd PI, Ste 200 Tulsa, OR 74133 INSURER B:American Fire And Casualty Co 19372 INSURER C:OHIO CASUALTY INS CO 124074 INSURER o: American Fire & Casualty Company 24066 :NSURERE:ZURICH AMERICAN INS CO 16535 INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTRMMOD TYPEOFINSURANCE 'ADDLSUOR lNSn POLICY NUMBER POLICYEFF POLX:YEXP LIMITS A X COMMERCIALGENERALLINBIUTY CLAIMSlAAOE OCCUR BK558320890 11112D25 1/112026 EACH OCCURRENCE $ 1.000,000 DAMAGETORENTED 1,000,000 MED EXP An one erean $ 15.000 PERSONAL &AOV INJURY _$ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: X POLICY jE0. LOC OTHER: GENERAL AGGREGATE $ 2,000,000 PRODUCTS - COMPIOP AGO 2,000,000 B AUTOMOBILE LIABILITY ANYAUTO OWNEDSCHEDULED �WqEE N11 pDwULNEEDp AVfO30NLV FlO1TO50NLY BAASS320890 1/1/2025 111/2026 CONaI{'�EDNSINGLE LIMIT 1,000,OOD X BODILY INJURY Per ereon) S BODILY INJURY ➢er arsitlent S PROPERTY AMAGE PCraER'en, _—_- C X UMBRELLA LIAR EXCESS LIAR X OCCUR CLAIMS�MADE U8058320890 111/2025 1/1/2026 EACH OCCURRENCE 4.000,000 AGGREGATE 4,000,000 DELI I X I RETENTIONS 10,000 D WORKERS COMPENSATION ANOEMPLOYERS'LVIBILIIY YIN ANYYPPROPRETORPARTNERF.ECUTIVE Fy (Mantlalory In NNI l yas, dmcnbo under "yes DESCRIPTION P TIDNS below NIA XWA58320890 111/2025 1/1/2026 X 1SPTERTU OTH- EL EACH ACCIDENT S 1,000,000 E.L DISEASE - EA EMPLOYE $ 1,000,000 EL. DISEASE -POLICY LIMIT 1,000.000 C E Commercial Inland Me Installation/Builder BM059316574 EC78616804 1/1/2025 1/112025 1/1/2026 1/1/2026 Leased & Rented Any one project 100,000 5,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Addlllonal Remarks Schedule, maybe aUached Venom space Is raquired) Owners are excluded from WC City of Owasso 200 S Main Owasso, OK 74065 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ; ACORD 25 (2016103) @ 1988-2015 ACORD CORPORATION. All ngnts reservea. The ACORD name and logo are registered marks of ACORD Rural Water District No. 3 Washington County, Oklahoma 17227 N. 1291h E. Ave., P.O. Box 70, Collinsville, OK 74021-0070 Ph. (918) 371-2055 a Fax (918) 371-3864 a TRS 711 February 11, 2025 City of Owasso Attn: Mr. Earl Farris, Project Administrator PO Box 180 Owasso, Ok. 74055 FAX 918-272-4996 efarris,�cityofowasso.conr To Wham It May Concern: The requirements by Rural Water District #3 Washington County have been fulfilled and waterlines have been accepted for Goodwill, NW/4 Section 9, Township 21 North, Range 14 East, City of Owasso, Tulsa County, Oklahoma. Sincerely, Chad Pennington Field Supervisor In accordance with Federal law and U.S. Department of Agriculture. policy, this Institution Is prohibited from discriminating on the basis of race, color, national origin, age, disability, religion, sex, and familial status. (Not all prohibited bases apply to all programs). To file a complaint of discrimination, write USDA, Director, Office of Civil Rights, 1400 Independence Avenue, S.W., Washington, D.C., 20250-9410 or call (800) 795-3272 (voice) or (202) 720.6382 (TOO). TO: The Honorable Mayor and City Council FROM: Earl Farris, Project Administrator SUBJECT: Acceptance of Infrastructure including Sanitary Sewer, Stormwater Drainage Systems and Street Improvements at Keys Landing II DATE: June 11, 2026 7•T6T:Ce]A011I1 U The subject residential development is located at East 68th Place North and North 129th East Avenue. Public infrastructure includes sanitary sewer, Stormwater drainage systems, and street improvements. Water is supplied by Rogers County Rural Water District #k3. FINAL INSPECTIONS: Final inspections for all infrastructure components were completed in March by the Public Works Department. All standards for acceptance have been met. Additionally, the construction contractor and design engineer have supplied the necessary two-year maintenance bonds and required as- built drawings. It is important to note that one lot within Block One, five lots within Block Two, and fourteen lots within Block Three are in the designated floodplain. The subdivision was approved with a conditional Letter of Map Revision (LOMR) approved by the Federal Emergency Management Agency (FEMA). These designated lots will not be released for construction until FEMA has issued a final approved LOMR, which is based on the final survey to be provided to FEMA. RECOMMENDATION: Staff recommends acceptance of the public infrastructure to serve Keys Landing II, of the sanitary sewer system, stormwater drainage system, and street improvements. ATTACHMENT: Location Map City Attorney bond approval letter & copy of bonds Rogers County Water acceptance letter - sIiT a r; 16THrSTrN - -- - i Lu • ram; � � >' r re �'. V' "Wj ply ' �'�'.er•, '. Ali -_ E-68TH-ST-N- Ll rT F c �q M r � r.ii r C 116i9' H,.e Z Eaton, Steven From: Stewart, Heather Sent: Monday, July 7, 2025 2:24 PM To: Eaton, Steven; Lombardi, Julie Cc: Farris, Earl Subject: RE: Keys Landing 2 Concrete Bond Good afternoon, I have reviewed the Keys Landing II maintenance bond at your request. The attorney -in -fact signature is authorized, the surety is licensed to do business in Oklahoma, and the amount of the bond is well within the surety's $10,711,000.00 underwriting limitation. Therefore, the bond is approved 3Ceather Stewart Executive Assistant Office of the City Manager & City Attorney 918-376-1515 From: Eaton, Steven <seaton@CityOfOwasso.com> Sent: Monday, July 7, 2025 10:37 AM To: Lombardi, Julie <JLombardi@CityOfOwasso.com> Cc: Farris, Earl <efarris@CityOfowasso.com>; Stewart, Heather <hstewart@CityOfOwasso.com> Subject: Keys Landing 2 Concrete Bond Ms. Lombardi, I am sending a maintenance bond for review. Would you please reply with your findings. Thank you, Steven Eaton City of Owasso Infrastructure Inspector seaton Ca)citvofowasso.com Phone 918-272-4959 Cell 918-693-3979 Maintenance Bond PRIVATELY FINANCED PUBLIC IMPROVEMENTS Bond No: CBB0071218 KNOW ALL MEN BY THESE PRESENTS, That we Inside Out Concrete, Inc. as Principal (Developer and Contractor), and National American Insurance Company as Surety, are held and firmly bound unto the City of Owasso, Oklahoma, as Obligee, in the penal sum of One Hundred Seven Thousand Nine Hundred Forty Thousand Dollars and 001100 ($107,940.00) to which payment will and truly to be made, we do bind ourselves, and each of our heirs, executors, administrators, successors, and assigns jointly and severally, firmly by these presents. WHEREAS, the Principal will furnish a bond conditioned to guarantee, for the period of TWO YEAR after final approval of the Keys Landing 1I, a privately financed public improvement, and acceptance of such by the City Council of the City of Owasso, Oklahoma, against all defects in workmanship and materials which may become apparent in such privately financed public improvement during said period. NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION IS SUCH that the Principal and/or Surety shall indemnify the Obligee for all loss that the Obligee may sustain by reason of any defective materials or workmanship in the privately financed public improvement which may become apparent during the said period. SIGNED, SEALED, AND DATED: February 311, 2025. Inside Out C ret Inc. incipal BY: — Nations American Insurance Company ety BY: Attomey-in-Fact Faith Schrader Attach Power of Attorney NATIONAL AMERICAN INSURANCE COMPANY Number. CBB0071218 CHANDLER, OKLAHOMA POWER OF ATTORNEY DUPLICATES SHALL HAVE THE SAME FORCE AND EFFECT AS AN ORIGINAL ONLY WHEN ISSUED IN CONJUNCTION WITH THE ORIGINAL. KNOW ALL MEN BY THESE PRESENTS: That the National American Insurance Company, a corporation duly organized under the laws of the State of Oklahoma, having its principal office in the city of Chandler, Oklahoma, pursuant to the following resolution, adopted by the Board of Directors of the said Company on the gin day of July, 1987. 10 wil: "Resolved, that any officer of the Company shall have authority to make, execute and deliver a Power of Attorney constituting as Attomey-in-fact, such persons, firms, or corporations as may be selected from time to time. Resolved that nothing In this Power of Attorney shall be construed as a grant of authority to the attomey(s)an fact to sign, execute, acknowledge, deliver or otherwise Issue a policy or policies of insurance on behalf of National American Insurance Company. Be It Further Resolved, that the signature of any officer and the Seat or the Company may be affixed to any such Power of Attorney or any certificate relating thereto by facsimile. and any such Power of Attorney or cemfcale beating such facsimile signature or facsimile seat shall be valid and bung upon the Company and any such powers so executed and ceniged by facsimile signature and facsimile seat shall be valid and binding upon the Company in the future with respect 10 any bond and documents clagng to such bonds to which it is attached." National American Insurance Company does hereby make, constitute and appoint Vicky Jarvis, Robin Owens, William Tippit, Gary Jones, Deidre Allen -Wilson, Faith Schrader, Andrew M. Treat, Johnna Smith, Angela Holmstrom, Mark A. Tedford Its We and lawful adomey(s}in-fact, with full power and authority hereby conferred In its name, places and stead, to sign, execute, acknowledge and deliver in its behalf, and its act and deed, as follows: To bind the company for bonds. not to exceed 50.000,000.OD forany single bond, And to bind National American Insurance Company thereby as fully and to the same extentas if such bonds and documents relating to such bonds wens, signed by the duty euthodzed officer of the National American Insurance Company, and all the acts of sald Allorney(s) pursuant to the aulhorty herein given, are hereby rafiried and confirmed. IN WITNESS WHEREOF, the National American Insurance Company has caused these presents to be signed by any officer of the Company and Its Corporate Seal to be hereto affixed. NATIONAL AMERICAN INSURANCE COMPANY erM lMaa G` `i7L'Y1in i • I - —117�/f�, w/Z_ W. Brent LaGere, Chairman & Chief Executive Officer STATE OF OKLAHOMA I COUNTY OF LINCOLN ) SS: On this 21st day of March, A.D. 2022, before me personally came W. Brent LaGere, to me known, who being by ma duty sworn, did dopose and say: that he maid¢% in rho County of Lincoln, Slate of Oklahoma; that he is the Chairman and Chief Executh a Officer of the National American Insurance Company, the corporation described In and which executed the above instrument: that he knows the seal of said corporation; that the seal affixed tothe said instrument is such corporate seal; that ft was so affixed by order of the Board of Directors of said corporation and that he signed his name, thereto by like order. ] S vJ>OT •IF lamre-n it AiFJP-aernR' 3c q� f�£ Notary Public My Commission Expires August 27, 2025 n,mrnn` Commission I%13007877 STATE OF OKLAHOMA ) COUNTY OF LINCOLN ). $S: I, the undersigned, Secretary of the National American Insurance Company, an Oklahoma Corporation, DO HEREBY CERTIFY that the foregoing and attached POWER OF ATTORNEY remains In full force. Dated the 3m day of February 2025 Signed and Sealed at the City of Chandler. i ear "C R. Patrick Gilmore, Secretary Eaton, Steven From: Wingert Shellie Sent: Thursday, December 21, 2023 3:18 PM To: Eaton, Steven; Lombardi, Julie Cc: Farris, Earl Subject: RE: Keys Landing 2 Steven, I have reviewed the Keys Landing 2 Sanitary Sewer, Storm Sewer, and Asphalt maintenance bonds at your request. The attorney -in -fact signatures are authorized, the sureties are licensed to do business in Oklahoma, and the amounts of the bonds are well within the surety's $224,944,000.00 and $140,793.000.00 underwriting limitations. Therefore, the bonds are approved. Thank you, Shellie Shellie Wingert Legal Assistant City of Owasso 200 S. Main Street Owasso, OK 74055 -•vine•` cityofowasso.com 918-376-1548 From: Eaton, Steven <seaton@CityOfOwasso.com> Sent: Thursday, December 21, 2023 3:00 PM To: Lombardi, Julie <JLombardi@CityOfOwasso.com>; Wingert Shellie <swingert@cityofowasso.com> Cc: Farris, Earl <efarris@CityOfOwasso.com> Subject: Keys Landing 2 Ms. Lombardi, I am sending over three different (Sanitary sewer, Strom sewer, and Asphalt) maintenance bonds for review. Would you please reply with your findings. Thank you, Steven Eaton City of Owasso Infrastructure Inspector seaton@citvofowasso.com Phone 918-272-4959 Maintenance Bond PRIVATELY FINANCED PUBLIC IMPROVEMENTS Bond No: RCB0045009 KNOW ALL MEN BY THESE PRESENTS, That we Wilson Excavation, LLC. as Principal (Developer and Contractor), and RLI Insurance Company. as Surety, are held and firmly bound unto the City of Owasso, Oklahoma, as Obligee, in the penal sum of Three hundred Thirty Two Thousand and 00/100 DOLLARS ($332,000.00 ) to which payment will and truly to be made, we do bind ourselves, and each of our heirs, executors, administrators, successors, and assigns jointly and severally, firmly by these presents. WHEREAS, the Principal will furnish a bond conditioned to guarantee, for the period of TWO YEAR after final approval of the Sanitary Sewer to Serve Keys Landing, a privately financed public improvement, and acceptance of such by the City Council of the City of Owasso, Oklahoma, against all defects in workmanship and materials which may become apparent in such privately financed public improvement during said period. NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION IS SUCH that the Principal and/or Surety shall indemnify the Obligee for all loss that the Obligee may sustain by reason of any defective materials or workmanship in the privately financed public improvement which may become apparent during the said period. SIGNED, SEALED, AND DATED: December 20's, 2023 Wilson Ex v LLC, Principal BY: RLI Insurance Company, Surety phCE C"'. BY: Attorney-in-Fac€jj�: r'°� Dayna Harjo A \li C 1 N 4 Attach Power of Attorney POWER OF ATTORNEY RLI Insurance Company Contractors Bonding and Insurance Company 9025 N. Lindbergh Dr. Peoria, IL 61615 Phone: 800-645-2402 Know AO Men by These Presents: That this Power of Attorney is not valid or in effect unless attached to the bond which it authorizes executed, but may be detached by the approving officer if desired. That RLI Insurance Company and/or Contractors Bonding and Insurance Company, each an Illinois corporation, (separately and together, the "Company") do hereby make, constitute and appoint: William Cary Taylor Dayna Harin Cindi L. Smith Sandra Crain jointly or severally in the City of Tulsa , State of Oklahoma its true and lawful Agents) and Attorney(s) in Fact, with full power and authority hereby conferred, to sign, execute, acknowledge and deliver for and on its behalf as Surety, in general, any and all bonds and undertakings in an amount not to exceed Twenty Five Million Dollars ( $25.000.000.00 ) for any single obligation. The acknowledgment and execution of such bond by the said Attorney in Fact shall be as binding upon the Company as if such bond had been executed and acknowledged by the regularly elected officers of the Company. RLI Insurance Company and/or Contractors Bonding and Insurance Company, as applicable, have each further certified that the following is a true and exact copy of a Resolution adopted by the Board of Directors of each such corporation, and is now in force, to -wit: "All bonds, policies, undertakings, Powers of Attorney or other obligations of the corporation shall be executed in the corporate name of the Company by the President, Secretary, any Assistant Secretary, Treasurer, or any Vice President, or by such other officers as the Board of Directors may authorize. The President, any Vice President, Secretary, any Assistant Secretary, or the Treasurer may appoint Attorneys in Fact or Agents who shall have authority to issue bonds, policies or undertakings in the name of the Company. The corporate seal is not necessary for the validity of any bonds, policies, undertakings, Powers of Attorney or other obligations of the corporation. The signature of any such officer and the corporate seal may be printed by facsimile.". IN WITNESS WHEREOF, the RLI Insurance Company and/or Contractors Bonding and Insurance Company, as applicable, have caused these presents to be executed by its respective Sr. Vice President with its corporate seal affixed this 7th day of November 2023 .. RLI Insurance Company 'O�POn4r' n's �J: 'rwOa4r F = ': SEAL SEAL..-: State of Illinois SS County of Peoria On this 71h day of November , 2023._. before me, a Notary Public, personally appeared Eric Raudins who being by me duty sworn, acknowledged thathe signed the above Power of Attorney as the aforesaid officer of the RLI Insurance Company and/or Contractors Bonding and Insurance Company and acknowlcdgedsaid instrument to be the voluntary act and deed of said corporation. ��7y /,✓�- Gil r�� By: Jill A. Scott Notary Public `r 2ILL4 scow e� , Notary Public t: state or Ohio �:v o My Comm. Expires oy fie? o September22.20H 0 Contractors and Ins 5once Company r By: Eric Raudins Sr. Vice President CERTIFICATE i, the undersigned officer of RLI Insurance Company and/or Contractors Bonding and Insurance Company, do hereby certify that the attached Power of Attorney is in full force and effect and is irrevocable; and furthermore, that the Resolution of the Company as set forth in the Power of Attorney; is now in force. In testimony whereof, I have hereunto set my hand ,and the seal of the RLI Insurance ComLrany and/or 1pnBonding tractgrs Bondiand Insurance Company this th Jay of llecentDer 12023 RLI Insurance Company Contractors Bonding and Insurance Company By: OL��LC Jeffrey tcl. Corporate Secretary 35782SJ020212 A0058D19 Maintenance Bond PRIVATELY FINANCED PUBLIC IMPROVEMENTS Bond No: RCB0045008 KNOW ALL MEN BY THESE PRESENTS, That we Wilson Excavation, LLC. as Principal (Developer and Contractor), and RL I Insurance Company. as Surety, are held and firmly bound unto the City of Owasso, Oklahoma, as Obligee, in the penal sum of Four Hundred Twenty Five Thousand and 00/100 DOLLARS ($425,000.00 ) to which payment will and truly to be made, we do bind ourselves, and each of our heirs, executors, administrators, successors, and assigns jointly and severally, firmly by these presents. WHEREAS, the Principal will furnish a bond conditioned to guarantee, for the period of TWO YEAR after final approval of the Storm Sewer to Serve Keys Landing , a privately financed public improvement, and acceptance of such by the City Council of the City of Owasso, Oklahoma, against all defects in workmanship and materials which may become apparent in such privately financed public improvement during said period. NOW, THEREFORE, THE CONDITION OF THIS OBLIGATION IS SUCH that the Principal and/or Surety shall indemnify the Obligee for all loss that the Obligee may sustain by reason of any defective materials or workmanship in the privately financed public improvement which may become apparent during the said period. SIGNED, SEALED, AND DATED: December 20a', 2023 Wilson Exc a ' ,LLC, Principal BY: RLI Insurance Company, Surety ?y�SGo�aoR�r�?sa'py.'? BY; Tilt ylttz yYit��as Attorney-in-Fac€ ¢ : - Dayna Harjo L '' /L C 1 N 0�5 °••• u„.,,,a'", Attach Power of Attorney POWER OF ATTORNEY RLI Insurance Company Contractors Bonding and Insurance Company 9025 N. Lindbergh Dr. Peoria, IL 61615 Phone: 800-645-2402 KnowAHMen by These Presents: That this Power of Attorney is not valid or in effect unless attached to the bond which it authorizes executed, but may be detached by the approving officer if desired. That RLI Insurance Company and/or Contractors Bonding and Insurance Company, each an Illinois corporation, (separately and together, the "Company") do hereby make, constitute and appoint: William Cary Taylor. Dayna Hario Cindi L. Smith Sandra Crain iointly or severally in the City of Tulsa , State of Oklahoma its true and lawful Agent(s) and Attomey(s) in Fact, with full power and authority hereby conferred, to sign, execute, acknowledge and deliver for and on its, behalf as Surety, in general, any and all bonds and undertakings in an amount not to exceed Twent rive Million Dollars ( $25,000,000.00 ) for any single obligation. The acknowledgment and execration of such bond by the said Attorney in Fact shall be as binding upon the Company as if such bond had been execrated and acknowledged by the regularly elected officers of the Company. RLI Insurance Company and/or Contractors Bonding and Insurance Company, as applicable, have each further certified that the following is a true and exact copy of a Resolution adopted by the Board of Directors of each such corporation, and is now in force, to -wit: "All bonds, policies, undertakings, Powers of Attorney or other obligations of the corporation shall be executed in the corporate name of the Company by the President, Secretary, any Assistant Secretary, Treasurer, or any Vice President, or by such other officers as the Board of Directors may authorize. The President, any Vice President, Secretary, any Assistant Secretary, or the Treasurer may appoint Attorneys in Fact or Agents who shall have authority to issue bonds, policies or undertakings in the name of the Company. The corporate seat is not necessary for the validity of any bonds, policies, undertakings, Powers of Attorney or other obligations of the corporation. The signature of any such officer and the corporate seat may be printed by facsimile." IN WITNESS WHEREOF, the RLI Insurance Company and/or Contractors Bonding and Insurance Company, as applicable, have caused these presents to be executed by its respective Sr. Vice President with its corporate seal affixed this 7th day of November , 2023 ........... RLI Insurance Company "W' 0 Sr- `f oopoaar SEAL;', = : SEAL „L nNos •'%a�<CiNl1�5""� State of Illinois nnm nI SS County of Peoria On this 7th day of November , 2023: , before meta Notary Public, personally appeared Eric Raudins who being by me duty swom, acknowledged that he signed the above Power of Attorney as the aforesaid officer of the RLI Insurance Company and/or Contractors Bonding and Insurance Company and acknowledged said instrument to be the voluntary act and deed of said corporation. 9 /l t By: u� _ Jill A. Scott Notary Public JILLAsrorr $ m Notery pubile 5rete or Ohio :" • e My Comm. beplres September 22. 2015 Contractors and Ins ante Company r By: Eric Raudins Sr. Vice President CERTIFICATE I, the undersigned officer of RLI Insurance Company and/or Contractors Bonding and Insurance Company, do hereby certify that the attached Power or Attorney is in Full force and effect and is irrevocable; and furthermore, that the Resolution of the Company as set forth in the Power of Attomey, is now in force. in testimony whereof, I have hereunto :set my hand ands the seal of the RLI Insurance Comp 9y and/or 4BMract rs Boudiu Insurance Company this �iltrday of +�'eceInDer 023 RLI Insurance Company Contractors Bonding and Insurance Company By: e^-,ltAlAlkA 13 "far Jeffrey DCYicku V Corporate Secretary J5292JJ020212 A00581319 MAINTENANCE BOND Bond No. 107867962 KNOW ALL MEN BY THESE PRESENTS, that we, Sherwood Construction Co.. Inc. hereinafter called the Principal, and Travelers Casualty and Surety Company of America, hereinafter called the Surety, are firmly bound unto the City of Owasso hereinafter called the Obligee, in the full and just sum of Four Hundred Sixty Thousand Six Hundred Thirty and No/100 Dollars ($460,630.00), lawful money of the United States of America, to be paid to the said City of Owasso to which payment well and truly to be made, we bind ourselves, our heirs, executors, administrators, and successors, jointly and severally, firmly by these presents. Sealed with our seals and dated this 21st day of fuly . 2023. WHEREAS, THE ABOVE bounden Principal has agreed with City of Owasso for the construction of: Keys Landing 11 6 H:" Asphalt Paving Section NOW THEREFORE, the condition of this obligation is such that if the above bounden Principal shall remedy without cost to the said City of Owasso any defects which may develop during a period Of Two 2 year(s) from the date of completion and acceptance of the work performed under said contract, provided such defects are caused by defective or Inferior materials or workmanship, then this obligation shall be void; otherwise it shall be and remain in full force and effect. IN WITNESS WHEREOF, the said Principal and Surety have duly executed this bond under seal the day and year above written. Witness: Sherwood Construction Co., Inc, 1640 S. 100 E. Avenue, Tulsa, OK 74128 _ (Principal) Travelers Casualty and Surety Company of America Witness: One Tower Square Hartford CT 06183 (860) 277-0111 (Surely) By: (Seal) Mary T. Fla gam, Attorn -in-Fact Travelers Casualty and Surety Company of America Travelers Casualty and Surety Company TRAVELERS J St. Paul Fire and Marine Insurance Company POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS: That Travelers Casually and Surety Company of America, Travelers Casualty and Surety Company, and St. Paul Fire and Marine Insurance Company are corporations duly organized under the laws of the Slate of Connecticut (herein collectively called the "Companies"), and that the Companies do hereby make, constitute and appoint MARY T FLANIGAN of KANSAS CITY , Missouri , their Irue and lawful Allorney(s)-in-Fact to sign- execute, seal and acknowledge any and all bonds, recognizances, conditional undertakings and other writings obligatory in the nature thereof on behalf of the Companies in their business of guaranteeing the fidelity, of persons, guaranteeing the performance of contracts and executing or guaranteeing bonds and undertakings required or permitted in any actions or proceedings allowed by law. IN WITNESS WHEREOF, the Companies have caused this instrument to be signed, and their corporate seals to be hereto affixed, this 21st day of April, 2021. �n.,r a Slate of Connecticut City of Hartford as. By: Robed L. Raney, banter Vice President On this the 21st day of April, 2021, before me personally appeared Robert L. Raney, who acknowledged himself to be the Senior Vice President of each of the Companies, and that he, as such, being authorized so to do, executed the foregoing instrument for the purposes therein contained by signing on behalf of said Companies by himself as a duly authorized officer. Fr Np IN WITNESS WHEREOF, I hereunto set my hand and official seal. R ed�T ° .'/ My Commission expires the Seth day of June, 2026 J /lU pg0L1n � Anna P. Nowik, Notary Public This Power of Attorney is granted under and by the authority of the following resolutions adopted by the Boards of Directors of each of the Companies, which resolutions are now in full force and effect, reading as follows: RESOLVED, that the Chairman, the President, any Vice Chairman, any Executive Vice President, any Senior Vice President, any Vice President, any Second Vice President, 0re Treasurer, any Assistant Treasurer, the Corporate Secretary or any Assistant Secretary may appoint Attorneys -in -Fact and Agents to act for and on behalf of the Company and may give such appointee such authority as his or her certificate or authority may prescribe to sign with the Company's name and seat with the Company's seal bonds, recognizances, contracts of indemnity, and other writings obligatory in the nature of a bond, recognizance, or conditional undertaking, and any of said officers or the Board of Directors at any time may remove any such appointee and revoke (he power given him or her, and it Is FURTHER RESOLVED, that the Chairman, the President, any Vice Chairman, any Executive Vice President, any Senior Vice President or any Vice President may delegate all or any part of the foregoing authority to one or more officers or employees of this Company, provided that each such delegation is in writing and a copy thereof is filed in the office of the Secretary; and It Is FURTHER RESOLVED, that any bond, recognizance, contract of indemnity, or writing obligatory in the nature of a bond, recognizance, or conditional undertaking shall be valid and binding upon the Company when (a) signed by the President, any Vice Chairman, any Executive Vice President, any Senior Vice President or any Vice President, any Second Vice President, the Treasurer, any Assistant Treasurer, the Corporate Secretary or any Assistant Secretary and duly attested and sealed with the Company's seal by a Secretary or Assistant Secretary: or (b) duly executed (under seal, if required) by one or more Allomeys-in-Fact and Agents pursuant to the power prescribed in his or her certificate or their certificates of authority or by one or more Company officers pursuant to a written delegation or authority; and it is FURTHER RESOLVED, that the signature of each of the following officers: President, any Executive Vice President, any Senior Vice President, any Vice President, any Assistant Vice President, any Secretary, any Assistant Secretary, and the seat of the Company may beaffixed by facsimile to any Power of Attorney.. or to any certificaterelating thereto appointing Resident Vice Presidents, Resident Assistant Secretaries or Attorneys -In - Fact for purposes only of executing and attesting. bonds and undertakings and other writings obligatory in the nature thereof, and any such Power of Attorney or certificate bearing such facsimile- signature or facsimile seal shall be valid and binding upon the Company and any such power so executed and certified by such facsimile signature and facsimile seal shall be valid and binding on the Company In the future with respect to any bond or understanding to which It is attached. 1, Kevin E. Hughes, the undersigned, Assistant Secretary of each of the Companies, do hereby certify that the above and foregoing is a true and correct copy of the Power of Attorney executed by said Companies, which remains in full farce and effect. Dated this 21st day of July , 2023 va� �o a.arw, Ouwurl Iw�s y coxx Kevin E. Hughes, Assiblatit Secretary ro verify the authenticifyof this Power ofAttorney, please callas at 1.800-421 3880. Please refer to the above -named Attorney(s)-in-Factand the details of the bond to which this Powerof Attorney is attached, RURAL WATER DISTRICT #3 12377 S Ash St Claremore, OK 74017 918-341-0851 or TDD-711 Office 918-343-0310 Fax June 11, 2025 To whom it may concern: Rural Water District #3, Rogers County has inspected the water distribution system constructed for Keys Landing H in section 32, twshp 21N, rng 14E and certifies that said system was built in accordance with the standard requirements of the RWD #3 and the DEQ and within the boundaries of the proper easements. Rural Water District #3, Rogers County accepts this water distribution system. Board of Directors Rural Water District #3, Rogers County M TO: FROM: SUBJECT: DATE: The Honorable Mayor and City Council Michele Dempster, Senior Director City Attorney Employment Agreement June 11, 2026 BACKGROUND: The City Attorney's current Employment Agreement expires June 30, 2026. The City Attorney's annual performance evaluation and renewal of the Employment Agreement were discussed during Executive Session on June 2, 2026. PROPOSED CONTRACT: Staff was directed to prepare a two-year Employment Agreement with a new annual salary of $179,000 and revised vacation leave language providing that vacation may accrue without a maximum accrual limit. All other provisions of the Employment Agreement remain unchanged. Presented for consideration is the Employment Agreement between the City and the City Attorney, Julie Lombardi. Outside attorney Beth Anne Childs has reviewed the proposed Employment Agreement, ATTACHMENT: Employment Agreement EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the "Agreement"), is made and entered into as of this 16th day of June, 2026, by and between the City of Owasso, Oklahoma (the "City") and Julie Lombardi ("Lombardi"). WHEREAS, the City Council desires to employ the services of Julie Lombardi to serve as City Attorney for the City of Owasso, Oklahoma; and WHEREAS, in order to make possible full work productivity and exercise of professional judgment and to provide for Lombardi's peace of mind and morale in the performance of her duties, it is appropriate to establish certain conditions of employment and benefits in a written employment agreement; and WHEREAS, Lombardi has agreed to accept employment as the City Attorney, subject to the terms, conditions and provisions of this Agreement. NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows: SECTION I - EMPLOYMENT AS CITY ATTORNEY; DUTIES; AND REASONABLE SHILL AND DILIGENCE 1.1 Employment as City Attorney, The City hereby agrees to employ Julie Lombardi as City Attorney of the City of Owasso, Oklahoma. 1.2 Duties. Lombardi shall perform the functions and duties specified in the City of Owasso Charter, the Owasso Code of Ordinances, and Oklahoma State Statutes. Lombardi shall perform all other legally permissible and proper duties and functions as the City Council shall from time - to -time assign. All duties assigned to Lombardi by the Council shall be appropriate to and consistent with the professional role and responsibilities of the position of City Attorney. 1.3 Reasonable Skill and Diligence. Lombardi shall perform the duties of City Attorney with reasonable care, diligence, skill, and expertise. SECTION II - TERM OF AGREEMENT; SUBSEQUENT FISCAL YEAR FUNDING; AND NEGOTIATION FOR NEW AGREEMENT 2.1 Term of Agreement. The term of this Agreement shall commence on July 1, 2026, and be in effect until June 30, 2028. 2.2 Funds for Subsequent Fiscal Years. The parties acknowledge that Lombardi's salary and benefits for fiscal year 2028 are on a year-to-year basis, subject to annual appropriation. 2.3 Negotiation for New Employment Agreement. No later than May 15, 2028, the City Council shall meet, consider, and advise Lombardi of the Council's intent to enter into good faith negotiations for a new Employment Agreement. SECTION III — COMPENSATION; BENEFITS; AND RETIREMENT 3.1 Salary, Lombardi shall be paid a base salary of $179,000 per year. Lombardi's salary shall be payable in bi-weekly installments at the same time other City employees are paid. 3.2 Longevity Pay. The City agrees to pay to Lombardi the same longevity pay provided to other non -union employees of the City with similar years of service. 3.3 Insurance. Lombardi shall receive the same group term life, health, vision, dental, and disability insurance coverage as is offered to other non -union employees of the City. Dependent coverage shall be offered subject to compliance with all group plan provisions established in the plan benefit documents with the City's contribution to be the same percentage toward dependent coverage as regular non -union employees. 3.4 Other Benefits. Unless expressly provided otherwise in this Agreement and in addition to those benefits specifically set forth herein, Lombardi shall receive all other benefits offered to regular non -union City employees. 3.5 Retirement. Lombardi is entitled to continued participation in the City's retirement programs under the same terms and conditions offered to other non -union City employees. SECTION IV - TRANSPORTATION AND TECHNOLOGY 4.1 Transportation. Lombardi will use her personal vehicle in the performance of her duties. When she is required to use her personal vehicle, the City shall reimburse her according to IRS standard mileage rates for the current tax year. 4.2 Provision of Technology. Recognizing the importance of security and access to City systems, whether at the office or away, the City shall provide Lombardi a laptop, tablet, mobile technology and related software for the primary purposes of City -related use. Upon termination of Lombardi's employment, all issued laptops, tablets, and mobile connectivity devices shall be returned to the City. 4.3 Technology Allowance. Because of Lombardi's need to facilitate communication in the furtherance of City business outside of regular business hours, Lombardi shall be entitled to a technology allowance in the amount of $100.00 per month. The technology allowance shall include internet and cellular phone service, as well as other necessary technology. Lombardi shall be responsible for securing appropriate and necessary technology, phone and internet service. SECTION V - PAID LEAVE 5.1 Vacation. Lombardi shall be entitled to annual vacation leave as is provided to regular non -union employees with similar years of service. Vacation shall be accrued on a pro -rated bi- weekly basis with no maximum accrual. 5.2 Sick Leave. Lombardi shall be entitled to the same amount of sick leave provided to regular non -union employees with no maximum accrual. 5.3 Holidays. Lombardi shall be entitled to the same paid holidays provided to regular non- union employees. SECTION VI - PROFESSIONAL DUES; SUBSCRIPTIONS; AND TRAINING 6.1 Professional Dues and Subscriptions. The City shall pay the professional dues and subscriptions for Lombardi as necessary for her full participation in the Oklahoma Bar Association (the "OBA"), the International Municipal Lawyers Association ("IMLA"), the Oklahoma Association of Municipal Attorneys ("OAMA"), and the Tulsa County Bar Association (the "TCBA"). The City Council shall consider Lombardi's participation in other organizations as may be appropriate for the maintenance of Lombardi's license to practice law, her professional growth and advancement, and for the good of the City, including the Chamber of Commerce and civic clubs. 6.2 Trainina. and Professional Development. The City shall pay for Lombardi to travel --to attend continuing legal education courses, meetings, short courses, conferences, institutes, and seminars, including travel expenses set forth in City policies, as needed for Lombardi's professional development, maintenance of her law license, or in support of City development, management, and operations. SECTION VII - HOURS OF WORK AND OUTSIDE EMPLOYMENT 7.1 Hours of Work. Lombardi acknowledges the proper performance of her duties require her to generally observe normal business hours and will also often require the performance of necessary services outside of normal business hours. Lombardi agrees to devote such additional time as is necessary for the full and proper performance of her duties and that the compensation herein provided includes compensation for the performance of all such services. However, the City intends that reasonable time off be permitted to Lombardi, such as is customary for exempt employees so long as the time off does not interfere with the normal conduct of the office of City Attorney. 7.2 Outside Employment. Lombardi agrees to be in the exclusive employment of the City unless and until this Agreement is terminated and further agrees to devote full time and effort to the performance of her duties. Lombardi shall not work for any other employer except as specifically approved by the City Council. This provision shall not preclude occasional teaching or occasional consulting with organizations such as the Oklahoma Municipal League, the International Municipal Lawyers Association, or the Oklahoma Association of Municipal Attorneys, or to any writing during Lombardi's time off, so long as such activities do not interfere with her duties of her duties. SECTION VIII - TERMINATION AND SEVERANCE 8.1 Termination by Lombardi. Lombardi may terminate this Agreement for any reason with sixty (60) days written notice to the Mayor. In the event of Lombardi's voluntary termination, she shall not be entitled to any of the Severance Provisions contained in Section 8.6, but shall be entitled to payment for all accrued vacation, payable in a lump sum, minus applicable federal and state deductions and payroll taxes. 8.2 Resignation. City and Lombardi mutually agree that certain circumstances may arise where Lombardi may tender her resignation from employment conditioned upon the receipt of severance pay as described in Section 8.6 herein. If the City Council accepts such resignation, the claim for payment as described in Section 8.6 shall be approved and paid. 8.3 Termination by City Council for Cause. The City Council may terminate this Agreement at any time for any reason amounting to Lombardi's affirmative misconduct, malfeasance in office, conviction or plea of guilty or nolo contendere for a crime involving moral turpitude, or the physical inability to perform the duties of office. In the event of Lombardi's termination for cause, she shall not be entitled to any of the Severance Provisions contained in Section 8.6. 8.4 Termination by City Council for any Reason Other Than Cause. The City Council may terminate this Agreement for any reason other than for cause as set forth in Section 8.3. In the event of termination for any reason other than for cause as set forth in Section 8.3, Lombardi shall be entitled to a Severance Package as set forth in Section 8.6. 8.5 Expiration. The parties hereby agree that expiration of this Agreement without an offer from the City, or an expressed desire on behalf of the City to renew the Agreement, shall constitute termination without cause, and, unless otherwise negotiated with Lombardi, or notification given of the reasons for termination with cause by City, shall result in payment of twelve (12) months of Lombardi's salary and benefits, as set forth more fully in Section 8.6. 8.6 Severance Package. In the event of termination for any reason other than cause as set forth in Section 8.3 above, Lombardi shall be entitled to a Severance Package consisting of the following: a. Twelve (12) months' salary, paid in a lump sum, minus applicable federal and state deductions and payroll taxes following the first full year of Lombardi's term of employment as an employee of the City of Owasso; and b. The City's portion of Lombardi's Medical, Dental, and Vision insurance for a period of one (1) year paid in a lump sum; and c. Accrued vacation, paid in a lump sum, minus applicable federal and state deductions and payroll taxes. 8.7 Compliance with Severance Provisions. For the purposes of complying with the severance provisions of this Agreement, appropriations held as unencumbered fund balances in any appropriate fund of the City of Owasso or the Owasso Public Works Authority shall be deemed to be available and authorized for transfer to the appropriate salary and benefit expenditure accounts to insure fulfillment of the Severance Provisions of this Agreement. SECTION IX - PERFORMANCE REVIEWS AND MERIT CONSIDERATION 9.1 Formal Performance Review. The City Council shall conduct a formal performance review of Lombardi on or before June 30, 2027. The Performance Review shall be in accordance with specific criteria developed jointly by the City Council and Lombardi. 9.2 Merit Consideration. Merit consideration for a salary increase will be provided in conjunction with the Formal Performance Review, or more often if the City Council so indicates. 4 Salary adjustments, if given, will be based upon satisfactory or better performance during each year of employment. ARTICLE X - NOTICES 10.1 Notices. Any notices pursuant to this Agreement shall be given by deposit in the United States Mail, postage prepaid, to the following: City: Mayor of the City of Owasso 111 North Main St Owasso, Oklahoma 74055 Lombardi: Julie Lombardi 111 North Main St Owasso, Oklahoma 74055 Alternatively, notices may be personally served upon Lombardi and the Mayor, who is authorized to accept service on behalf of the City Council. Notice shall be deemed given as of the date of personal service or as of the date of deposit of the written notice in the United States mail. I\ INYlei 40.4a4[S7D1`►110"1143 A-14in X"" ►I�!`►I��L`►II_�[K�M_C11►1 11.1 License to Practice Law: Lombardi warrants and agrees that she is licensed to practice law in the State of Oklahoma and is in good standing with the Oklahoma Bar Association. Lombardi agrees that she must maintain her license to practice and remain in good standing throughout the term of this Agreement and as a condition of her employment. Should Lombardi cease to be authorized to practice law in Oklahoma or cease to be in good standing with the Bar Association, this Agreement will terminate immediately. 11.2 Indemnification: To the maximum extent permitted by law, the City agrees to defend, indemnify, and hold Lombardi harmless against any and all claims, demands, suits, actions or proceedings of any kind or nature, including reasonable attorney's fees, arising out of the good faith performance of her duties and responsibilities as City Attorney. ARTICLE XII - GENERAL PROVISIONS 12.1 General Expenses. The City Council recognizes that certain expenses of a nonpersonal and job -affiliated nature are incurred by Lombardi and the City, therefore, agrees to reimburse or pay said general expenses and the Finance Director is authorized to disburse such funds upon receipt of duly executed expense reports, receipts, statements, or affidavits. 12.2 Entire Agreement and Modification. This document contains the entire agreement between the parties and may not be modified except in writing and executed by both parties. 12.3 Savings Clause and Severability. If any provisions or sections of this Agreement are found to be invalid or unenforceable for any reason, such finding shall not impair the remainder of the Agreement. 12.4 Representations by Lombardi. Lombardi specifically represents that she has sought such independent consultation and representation with regard to this Agreement as she may desire, prior to its execution. Lombardi fully understands the terms and conditions contained herein. Lombardi further understands that no individual of the Owasso City Council and no employee of the City has functioned as an agent or advisor of Lombardi prior to execution of This Agreement. 12.5 Jurisdiction and Venue. This Agreement has been executed in Tulsa County, Oklahoma, and virtually all of the performance of this Agreement shall be performed throughout the State of Oklahoma. Therefore, all suits and special proceedings hereunder shall be construed under and pursuant to the laws of the State of Oklahoma, which laws shall apply and govern any such actions or special proceedings brought or in connection with or because of this Agreement, the exclusion of the law in any other forum. APPROVED BY THE CITY COUNCIL ON THIS 16th DAY OF JUKE, 2026. CITY OF OWASSO: ATTEST: Dr. Paul Loving, MAYOR Juliann M. Stevens, CITY CLERK Approved as to form and legality: Qunjr 1 1R& Beth Anne Childs, Special Counsel Julie Lombardi TO: The Honorable Mayor and City Council FROM: Michele Dempster, Senior Director SUBJECT: Fraternal Order of Police (FOP) Contract for FY 2026-2027 DATE: June 11, 2026 BACKGROUND: The Fraternal Order of Police Lodge #149 (FOP) and the City of Owasso have been engaged in negotiations for the Fiscal Year 2026-2027 contract. A tentative agreement has been reached. PROPOSED CONTRACT: The proposed contract is for a one-year term and includes a 3.0% across-the-board pay increase, with an estimated cost of $230,000. In addition, the proposed contract includes the following changes: • Updates to promotional procedures, including clarification of vacancy definitions, assessment processes, testing requirements, and educational accreditation standards. The changes also recognize prior City service for promotional eligibility purposes for rehired officers. • Modification of vacation accrual schedules to increase accrual rates upon completion of the 4th, 9th, 14th, 19th, and 24th years of service, aligning the schedule with civilian employees. • Revisions to call-back compensation for work performed adjacent to the start of a shift when advance notice is provided, and to court appearance compensation when appearances are canceled with less than 24 hours' notice. • Increase the number of long -sleeve shirts issued to a new hire from four to five. • Updates to tuition reimbursement and education incentive provisions to require accreditation by organizations recognized by the U.S. Department of Education and/or the Council for Higher Education Accreditation. The changes also remove the requirement that master's degrees be law -enforcement related. • Clarify that longevity pay eligibility is based on consecutive years of service with the City. RECOMMENDATION: Staff recommends approval of the Fiscal Year 2026-2027 contract between the City of Owasso and the Fraternal Order of Police, Lodge #149, and authorization to execute all necessary documents. ATTACHMENT: Recommended FOP Contract with Highlighted Changes Agreement between THE CITY OF OWASSO, OKLAHOMA a municipal corporation and FRATERNAL ORDER OF POLICE Lodge No. 149 July 1, 2026 - June 30, 2027 X TABLE OF CONTENTS Article 1 Purpose of Agreement.................................................................................3 Article 2 Authority and Term.....................................................................................4 Article 3 Savings Clause............................................................................................5 Article 4 Gender Neutrality Clause............................................................................6 Article 5 Mutual Responsibility to Avoid Discrimination.........................................7 Article 6 Prevailing Rights.........................................................................................8 Article 7 Management Rights and Responsibilities...................................................9 Article 8 Bargaining Units Rights and Security.......................................................11 Article 9 Prohibition of Strikes................................................................................12 Article 10 Successors and Assigns.............................................................................13 Article 11 Recognition...............................................................................................14 Article 12 Publication and Distribution.....................................................................15 Article 13 Grievance Procedure.................................................................................16 Article 14 Personnel Files..........................................................................................20 Article 15 Officer Bill of Rights................................................................................22 Article 16 Safety and Health Committee...................................................................25 Article17 Honor Guard.............................................................................................26 Article 18 Dues Check Off.........................................................................................27 Article 19 Classifications and Promotions.................................................................28 Article20 Vacation....................................................................................................32 Article 21 Holiday Pay...............................................................................................33 Article22 Sick Leave.................................................................................................34 Article 23 Work Schedule..........................................................................................36 Article24 Seniority....................................................................................................39 Article 25 Retirement and Pension............................................................................41 Article26 Insurance...................................................................................................42 Article 27 Uniform and Equipment...........................................................................43 Article 28 Personal Property......................................................................................46 Article 29 Temporary Assignment.............................................................................47 Article 30 Education Incentive..................................................................................48 Article 31 Longevity Pay...........................................................................................50 Article 32 Detective "On -Call" Pay...........................................................................51 Article 33 Compensation...........................................................................................52 Article 34 Drug and Alcohol Testing.........................................................................54 Article 35 Wellness Program.....................................................................................55 Article 36 Shift Differential.......................................................................................57 Article37 Nepotism...................................................................................................58 SignaturePage..........................................................................................60 2 PURPOSE OF AGREEMENT It is the intent and purpose of this Agreement, entered into by and between the CITY OF OWASSO, OKLAHOMA, hereinafter referred to as EMPLOYER, and LODGE NO. 149, FRATERNAL ORDER OF POLICE, hereinafter referred to as LODGE, to achieve and maintain harmonious relations between the parties hereto and to provide for the equitable and orderly adjustment of grievances which may arise during the term of this Agreement. ARTICLE 2 AUTHORITY AND TERM Section 1. The Employer and Lodge have, by these presents, reduced to writing the collective bargaining agreement resulting from negotiations entered into by the Employer and the Lodge. Section 2. This Agreement shall become effective on the 1st day of July, 2025 2026 and shall remain in full force and effect until midnight, June 30, 2Q6 2027. Section 3. Whenever wages, rates of pay, or any other matters requiring appropriation of monies by the Employer are included as a matter of collective bargaining, it is understood by the parties hereto that this agreement shall serve as notice to collectively bargain for all issues and compensation for the following fiscal year, in lieu of written notice, pursuant to O.S.A. 11, (1994) 51-101, et eq. Section 4. It shall be the obligation of the Employer and the Lodge to meet the first business day of March or within ten (10) days thereof to negotiate in good faith with representatives of the Lodge and Employer. Section 5. In the event the Lodge and the Employer are unable to reach an agreement within thirty (30) days from and including the date of the first meeting, any and all unresolved arbitrable issues may be submitted for mediation before arbitration at the request of either party. 0 ARTICLE 3 SAVINGS CLAUSE Section 1. If any provision of this Agreement or the applications thereof to any person or circumstances is held invalid, the invalidity shall not affect other provisions or applications of this Agreement which can be given effect without the invalid provision or applications and, to this end, the provisions of this Agreement are severable. Section 2. It is understood that the articles included herein constitute a complete understanding of all the terms and conditions of employment to be governed by this Agreement during the contract period and it cannot be altered in any manner save by the complete written concurrence of the parties subscribing hereto. Section 3. Any appendices to this Agreement shall be numbered, dated and signed by the Employer and the Lodge and shall be subject to the provisions of this Agreement, and all appendices shall become a part of this Agreement as is specifically set forth herein. Section 4. It is understood that all time limits found in this Agreement may be extended by mutual concurrence. Section 5. In the event an Agreement is not made for the fiscal year''^�P 2027-2028 this Agreement will remain in effect until such time as one is made in succession. W ARTICLE 4 GENDER NEUTRALITY CLAUSE "Gender". A word importing one gender only shall extend and be applied to all genders. ARTICLE 5 MUTUAL RESPONSIBILITY TO AVOID DISCRIMINATION Section 1. Nothing in this Agreement shall be interpreted as diminishing the obligation of both parties to undertake affirmative action to insure that applicants or employees are treated without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status of Lodge membership, or political affiliations. Specifically, pursuant to Equal Employment Opportunity Commission Guidelines, each party is obligated to take positive action in affording equal employment, training and promotional opportunities to all members, as required by Title VII of the Civil Rights Act of 1964, as amended. Additionally, nothing in this Agreement shall be interpreted as diminishing the obligation of both parties to comply with the provisions of the Fair Labor Standards Act, or the Americans with Disabilities Act, or any duly adopted Department of Labor Regulations promulgated thereunder. Section 2. In the event that any portion of this Agreement unintentionally conflicts with the Employer's capability to be in compliance with said Acts, the EEOC Guidelines and Department of Labor Regulations will be over-riding to that portion of this Agreement. 7 ARTICLE 6 PREVAILING RIGHTS Section 1. All rules, regulations, fiscal procedures, working conditions, departmental practices and manner of conducting the operation and administration of the Owasso Police Department currently in effect for and with respect to the members of the Police Department on the effective date of this Agreement shall remain in full force and effect, unchanged and unaffected in any manner, unless and except as modified or changed by the specific terms of this Agreement. Section 2. It is understood by the parties hereto that the portions hereof regarding Safety and Health Committee as well as departmental practices, as previously stated, are subject to a modification by adoption of an appropriate ordinance, personnel manual or departmental procedure and negotiation. By reason thereof, upon promulgation by the Employer of the Accident Review Board, together with the practices, procedures and policies therein, as well as promulgation of the Owasso Police Department Operations Manual, the Lodge, upon notification of such by the Employer, shall re -open negotiations between the parties whereby inclusion of said matters shall be negotiated between the parties. ARTICLE 7 MANAGEMENT RIGHTS AND RESPONSIBILITIES Section 1. Lodge recognizes the prerogative of the Employer to operate and manage its affairs in all respects and in accordance with its responsibilities, and the power or authority which the Employer has not officially abrogated, delegated, granted or modified by this Agreement is retained by the Employer, and all rights, powers and authorities the Employer had prior to the signing of this Agreement are retained by the Employer, and remain exclusively and without limitation within the rights of the Employer. Section 2. Except as may be limited within this agreement, the Employer retains the rights in accordance with the Constitution, the laws of the State of Oklahoma, and Charter of the municipality and the responsibilities and duties contained in the laws of the State of Oklahoma and the ordinances and regulations promulgated there under. A. To determine Police Department policy including the rights to manage the affairs of the Police Department in all respects; B. To assign working hours, including overtime; C. To direct the members of the Police Department, including the right to hire, promote or transfer any employee; D. To discipline, suspend, or terminate any employee, as provided for in this agreement, provided that just cause shall be the standard for any discipline, suspension or termination; E. To determine the organizational chart of the Police Department, including the right to organize and reorganize the Police Department and the determination of job classifications and ranks based upon duties assigned; F. To determine the safety, health and property protection of the Police Department; G. To allocate and assign work to all Employees within the Police Department; H. To be the sole judge of qualifications of applicants and training of new Employees; To schedule the operations and to determine the number and duration of hours of assigned duty per week; J. To establish and enforce Police Department rules, regulations and orders; ARTICLE 7 MANAGEMENT RIGHTS AND RESPONSIBILITIES (continued) K. To introduce new, improved, or different methods and techniques of Police Department operation or change existing methods and techniques; L. To determine the amount of supervision necessary; M. To control the departmental budget; N. To take whatever actions may be necessary to carry out the mission of the Employer in situations of emergency. ARTICLE 8 BARGAINING UNIT RIGHTS AND SECURITY Section 1. Bulletin Boards. The Employer shall provide space in all Police Stations for Lodge bulletin boards. No materials of a subversive or derogatory nature or political endorsements shall be posted. The location of such Bulletin Boards shall be mutually agreed upon by the Employer and the Lodge and shall not cover more than sixteen square feet. The Bulletin Boards and items posted are the sole property of the Lodge. Section 2. Members of the Lodge will be allowed to attend Lodge functions within the city, while on duty without loss of pay. However, members will be subject to call out. Section 3. Members of the Lodge may be given time off for lodge functions. After written notice to the Chief of Police, Lodge Representatives may be granted time off without loss of pay to conduct bonafide Lodge business. For business outside the city limits, Employer shall make schedule adjustments to ensure that Lodge Officers' days off or compensation time will be scheduled during the time of the Lodge business. Such schedule adjustments shall not be unreasonably withheld. Section 4. The Employer shall grant 2.77 hours of Union leave accrual per pay period to the current President of the lodge, to conduct lodge business. Such accrual shall be accrued separately from vacation and compensatory leave. The balance of Union leave accrued will not carry forward from one fiscal year to the next. Section 5. The Chief of Police may grant leave with pay to Lodge Representatives to conduct Lodge business which mutually benefits the Lodge as well as the Police Department. 11 ARTICLE 9 PROHIBITION OF STRIKES Section 1. The Lodge and the Employer are well aware of the public policy and the necessity that there shall be no strikes or other action which would tend to disrupt the provision of those services traditional to Employer's business; in that the public policy of the State of Oklahoma has been expressly stated by the Oklahoma Legislature and codified as Title 11 O.S. Section 51-111, as amended that statutory provision is deemed to provide the spirit and intent under which the following sections of this article are provided and the parties hereto are bound. Section 2. Neither the Lodge, nor any of its officers, agents, or employees, or any of the employees for which it bargains, shall in any manner coerce, intimidate, instigate, induce, sanction, suggest, conspire with, promote, support, engage in, condone, or encourage any person to participate in any strike, work stoppage or slowdown. The Lodge shall not aid or assist any persons or parties engaging in the above prohibited conduct, nor shall the Lodge provide funds, financial and other assistance for the conduct or direction of such activities for the payment of strike, unemployment, or other benefits to those persons participating in such prohibited conduct and activities; provided, however, that the Lodge may provide legal representation for itself or persons accused of such activities, or for any purpose it may deem necessary. Section 3. Upon notification confirmed in writing, by the Employer to the Lodge that certain of its members are engaging in a strike, the Lodge shall immediately, in writing, order such members to return to work at once and provide the Employer with a copy of such an order and responsible officials of the Lodge shall publicly order them to return to work. Such characterization of strike by the Employer shall not establish the existence of a strike. Such notification by the Lodge shall not constitute an admission by it that a strike is in progress or has taken place or that any particular member is or has engaged in a strike. The notification shall be made solely on the representation of the Employer. In the event that a strike occurs, the Lodge agrees to take all reasonable effective and affirmative action to secure the members return to work as promptly as possible. The Lodge shall not be in breach of this agreement where the acts or actions hereinbefore enumerated are not caused or authorized by the Lodge. 12 ARTICLE 10 SUCCESSORS AND ASSIGNS This Agreement shall be binding upon the successors and assigns of the parties hereto during the term of this Agreement; and no provisions, terms or obligations herein contained shall be affected, modified, altered or changed in any respect whatsoever by any change of any kind in the ownership of management of either party hereto, or by any change geographically of place of business of either party hereto. 13 ARTICLE 11 RECOGNITION Section 1. The Employer recognizes the Lodge as the exclusive bargaining agent for all police officers, except the Chief and, one designated Administrative Assistant. The Lodge shall be advised in writing who the Chiefs Designated Administrative Assistant is, within ten (10) days after this agreement takes effect. In the event there is no Designated Administrative Assistant appointed, the Lodge will be so notified. Section 2. Police Officers who are CLEET certified upon hire are probationary employees for twelve (12) months from date of hire. Police Officers who are required to attend the CLEET Academy are probationary employees for twelve (12) months from the date of graduation from the CLEET Academy. In situations where a probationary employee misses a significant portion of training due to an on - the job injury or off -the -job injury or illness, or at the discretion of the Chief of Police, probation may be extended up to six (6) months. 14 ARTICLE 12 PUBLICATION AND DISTRIBUTION The City shall provide the Lodge with one (1) signed original contract for the term of this agreement and one computer file copy. The cost of publication shall be born by the Employer. 15 I:1Iyl1toaDX93 GRIEVANCE PROCEDURE Section 1. It is the intent of the parties to this Agreement to prevent grievances and to settle any which may occur as fairly and promptly as practical. Therefore, it is agreed that there should be time limits between the initiation of a grievance and its occurrence and between steps of the grievance procedure and the time in which each answer must be given. All time limits set forth in this Article may be extended by mutual consent, once by each party per step in the grievance process, but if not so extended, they must be strictly observed. If a party fails to pursue any grievance within the time limits provided, the party shall have no further right to continue the grievance. Further, this article is not intended to limit the parties' right to grieve or arbitrate any matter which would otherwise be subject to arbitration by statute. Section 2. The Lodge or any employee covered under this Agreement may file a grievance within twenty (20) business days of alleged occurrence, as hereinafter defined, and shall be afforded the full protection of this Agreement. Section 3. The Lodge President or his authorized representative may report an impending grievance to the Chief of Police in an effort to forestall its occurrence. Section 4. Except for documented verbal counseling or written reprimands, as defined in Section 5, of this article, any controversy between the Employer and the Lodge or any employee concerning the interpretation, enforcement or application of any provisions of this Agreement, concerning any of the terms or conditions of employment contained in this Agreement, shall be adjusted in the following manner: A. The grievance shall be discussed by the employee with the Chief or the Chief of Police's designated representative. Said employee's Lodge President, or his alternate, shall be present at said discussion. The answer shall be orally submitted by the Chief or his designated representative, within twenty (20) business days to the employee(s) involved and to the Lodge President. B. If the grievance is not settled by the provision of Section 4A, it shall be submitted in writing by the Lodge to the Chief of Police within twenty (20) business days from the receipt of oral answer with a possible solution to said grievance. C. The Chief of Police shall submit his reply in writing to the employee involved and to the Lodge President or designate within twenty (20) business days. If the grievance has not been settled within that time, both the grievance and solution recommended by the Lodge shall be sent to the City Manager for adjustment. Said grievance and recommended solution shall be submitted to the City Manager within (20) twenty business days of the Chief s reply. 16 ARTICLE 13 GRIEVANCE PROCEDURE (continued) D. The City Manager shall submit his answer in writing to the Police Chief, the employee involved and the Lodge President or designate within twenty (20) business days. If the City Manager and the Lodge President or designate have not settled the grievance within that time, it may then be submitted to arbitration. Grievances submitted to arbitration for adjustment shall proceed as follows: 1. Within ten (10) business days parties shall jointly request a panel of arbitrators from the Federal Mediation and Conciliation Service. a) The Employer shall have the option to utilize a board of three (3) arbitrators in lieu of one (1) arbitrator. The Employer shall be responsible for the increase in cost associated with a three (3) arbitrator panel. i. The parties shall jointly request a panel of fifteen (15) for aboard of three (3) arbitrators. ii. The parties shall jointly request a panel of nine (9) arbitrators for one (1) panel arbitrator. b) Arbitrators must have NAA affiliation (National Academy of Arbitrators). c) The Employer and the Lodge each may exercise the option to request a new panel once per arbitration selection process. 2. Within ten (10) business days from the receipt of such panel, a representative of the Lodge and the Employer shall meet and alternately strike names until one (1) or three (3) arbitrator(s) remains who shall be selected as the impartial arbitrator(s). The party requesting arbitration shall strike the first name. 3. Upon notification of the Federal Mediation and Conciliation Service of the selection of the arbitrator(s) and the arbitrator(s) is/are contacted, the date for the arbitration hearing shall be requested to be set subject to the earliest availability of the selected arbitrator(s). 4. The arbitrator shall be requested to issue a written opinion, or panel of arbitrators shall be requested to issue a majority consensus opinion, containing findings and recommendations with respect to the issues presented, within twenty (20) business days after the conclusion of the hearing. A copy of the opinion shall be mailed or delivered to the Lodge and Employer. 5. With respect to the interpretation, enforcement, or application of the provisions of this Agreement, the decision, findings, and recommendations of the arbitrator(s) shall be final and binding on the parties of this Agreement. 17 Gl_L71VIOLS ON93 GRIEVANCE PROCEDURE (continued) 6. The arbitrator(s)' authority shall be limited to the interpretation and application of the terms of this Agreement and/or any supplement thereto. The arbitrator(s) shall have no jurisdiction to establish provisions of a new Agreement or variation of the present Agreement or to arbitrate away, in whole or in part, any provision or amendments thereof. This shall not preclude individual wage grievances. The cost of the impartial arbitrator shall be shared equally between the Lodge and the Employer. If a transcript of the proceedings is requested, the parry so requesting shall pay for it. Section 5. Any controversy between the Employer and the Lodge or any employee concerning the interpretation, enforcement or application of any provisions of this Agreement, that resulted in a documented verbal counseling or a written reprimand shall be adjusted in the following manner: A. The grievance shall be discussed by the employee with the Chief or the Chief of Police's alternate. Said employee's Lodge President, or his alternate, shall be present at said discussion. The answer shall be orally submitted by the Chief or his designated representative, within twenty (20) business days to the employee(s) involved and to the Lodge President. B. If the grievance is not settled by the provision of Section 5A, it shall be submitted in writing by the Lodge to the Chief of Police within twenty (20) business days from the receipt of oral answer with a possible solution to said grievance. C. The Chief of Police shall submit his reply in writing to the employee involved and to the Lodge President or designate within twenty (20) business days. If the grievance has not been settled within that time, both the grievance and solution recommended by the Lodge shall be sent to the City Manager for adjustment. Said grievance and recommended solution shall be submitted to the City Manager within twenty (20) calendar days from the Chief s reply. D. The City Manager shall submit his answer in writing to the Police Chief, the employee involved and the Lodge President or designate within twenty (20) business days. If the City Manager and the Lodge President or designate have not settled the grievance within that time, it may then be submitted to arbitration through a written review by an impartial arbitrator. m ARTICLE 13 GRIEVANCE PROCEDURE (continued) 1. The parties shall jointly request a panel of nine (9) arbitrators from the Federal Mediation and Conciliation Service within ten (10) business days. i. Arbitrators must have NAA affiliation (National Academy of Arbitrators). 2. Within ten (10) business days from the receipt of such panel, a representative of the Lodge and the Employer shall meet and alternately strike names until one (1) arbitrator remains who shall be selected as the impartial arbitrator. The party requesting arbitration shall strike the first name. 3. Following the selection of the impartial arbitrator both parties shall submit cases in writing to the arbitrator and the other party by an agreed upon date. If parties cannot agree the arbitrator shall set the date. 4. The arbitrator shall be requested to issue a written opinion containing findings and recommendations with respect to the issues presented, within sixty (60) business days after submission of the case. A copy of the opinion shall be mailed or delivered to the Lodge and Employer. 5. With respect to the interpretation, enforcement, or application of the provisions of the Agreement, the decision, finding, and recommendations of the arbitrator shall be final and binding on the parties of this Agreement. 6. The arbitrator's authority shall be limited to the interpretation and application of the terms of this Agreement and/or any supplement thereto. The arbitrator shall have no jurisdiction to establish provisions of a new Agreement or variations of the present Agreement or to arbitrate away, in whole or in part, any provision or amendments thereof. 7. The cost of the impartial arbitrator shall be shared equally between the Lodge and the Employer. Section 6. It is specifically and expressly understood that filing a grievance under this Article which has as its last step, final and binding arbitration, constitutes an election of remedies and a waiver of any and all rights by both parties, the Lodge or other representatives of the party, to litigate or otherwise contest the last answer rendered through the Grievance Procedure in any court or their appeal forum. 19 ARTICLE 14 PERSONNEL FILES Section 1. Master personnel files for employees shall be maintained exclusively by the Human Resources Office. However, it is agreed that the term master personnel files does not include supervisor notes, remedial actions, and internal investigations, which may be maintained by the department. It is further agreed that if materials concerning investigations, complaints, and reprimands, for violations of any rules, regulations or policies, or other materials that might be considered detrimental to the employee's position, advancement or future with the department are to be placed in the employee's master personnel files, the Employer shall notify the employee of said action and the employee shall be given the proper opportunity to appeal such action before it becomes a part of his master personnel files. Section 2. Any Employee shall be allowed to review his master personnel files under supervision at any reasonable time upon written request to the Human Resources Office and notice to the Chief of Police. The employee requesting review of their master personnel file shall schedule an appointment with the Human Resources Office. Section 3. Recognizing that disciplinary actions provide a basis for training and counseling and are not meant to perpetually penalize an employee, the following procedure is hereby established: Procedure: A. Employees may request that disciplinary actions be sealed according to the following schedule. 1. Written reprimands with no recurrence after eighteen (18) months from date of discipline may be sealed. 2. Suspensions, without recurrence, after three (3) years from date of discipline may be sealed. 3. Upon approval of a request to seal or remove disciplinary actions from an employees' master personnel file, departmental internal investigation files shall be expunged contemporaneously with such request and approval. 4. Supervisor notes, remedial actions, and associated internal investigation files shall be expunged from the department files after one (1) year from the date of the administrative action, unless a tort or litigation is pending. Disciplinary actions, including sealed files with no recurrence, are eligible for removal, at the request of the employee after eight (8) years. In order to be eligible for removal the employee must authorize the City to view all sealed files to determine if a recurrence has occurred. Employees may request that disciplinary action, including sealed files, with no recurrence, be removed prior to eight (8) years if mutually agreed upon by the employee and city. 20 ARTICLE 14 PERSONNEL FILES (continued) B. Requests for sealing or removal of disciplinary actions should be directed to the office of the Chief of Police. C. Sealing or removal shall include all memos, letters, correspondence, complaint forms and any other written or electronically recorded material pertaining to the action. D. Sealing or removal shall not include any material related to criminal offenses for which the employee was charged nor any material related to a pending tort claim or pending litigation, except in concurrence with the sealing or expungement of criminal charges by a court of competent jurisdiction, or except in the event of complete exoneration of the employee by the court. E. The sealed action shall not be held to discriminate against the employee in any subsequent disciplinary action, or in the event of impending promotion, merit step raise, transfer, special requests, modification of duty, vacation selection, application for other employment, or against any other action the employee may take for his personal improvement or betterment. F. Once sealed, the file shall not be opened unless the employee requests such unsealing; or records are required for a pending tort, pending litigation or valid court subpoena approved by the City Attorney; but, in any case, the employee is to be notified of the opening of the sealed file and the reason therefore. G. All unfounded, exonerated, not sustained, and no finding complaints will be maintained in a separate file by the department, for a period of no more than two (2) years from the date of the alleged occurrence, unless a tort or litigation is pending. f1l ARTICLE 15 OFFICER BILL OF RIGHTS Section 1. The Chief of Police shall establish and put into operation a system for the receipt, investigation, and determination of all complaints against Police Officers received by such Chief of Police from any person. Section 2. Whenever an Officer is under investigation and is subject to interrogation by members of his agency, for any reason which could lead to disciplinary action, demotion, or dismissal, or is a witness to any such incident such interrogation shall be conducted under the following conditions: A. Interrogation: When an Officer is under investigation by the Owasso Police Department for a complaint received, and is to be interrogated in respect to such complaint by other members of the department when there is a logical possibility that suspension, demotion, or dismissal may result, such interrogation shall be conducted as follows: B. When an Officer is to be interrogated or interviewed as a witness in an investigation by the Owasso Police Department for a complaint received, and is to be interrogated or interviewed in respect to such complaint by other members of the department when there is a logical possibility that suspension, demotion, or dismissal may result for an officer, such interrogation or interview shall be conducted as follows: An accused Officer shall be notified of the name of all complainants, and the purported aggrieved person. Such notification shall accompany the notice of investigation. Absent corroborating evidence, no member of the Department can stand in as the complainant or aggrieved person, in order to protect the identity of the complainant or aggrieved person. The only exception shall be in the instance of criminal complaints against an officer. The employee may request to be confronted by the complainants. This shall be allowed where deemed necessary to by the employee or the investigating officer. 2. Preliminary discussions with supervisory personnel within the Police Department, in relation to a complaint received, shall not be considered as interrogation as used herein. 3. The Officer being interrogated / interviewed shall be informed of the rank, name, and command of the Officer in charge of the investigation, the interrogating Officer or identity of any agent acting on behalf of the Officer in charge of the investigation, and all persons present during the interrogation. All questions directed to the Officer being interrogated / interviewed shall be asked by and through any one interrogator at any one time. 22 ARTICLE 15 OFFICER BILL OF RIGHTS (continued) 4. The Officer being interrogated/interviewed shall be informed of the nature of the investigation prior to any interrogation/interview. 5. Interrogation/interview sessions shall be for reasonable periods and shall be timed to allow for such personal necessities and rest periods as are reasonably necessary. 6. The Officer being interrogated / interviewed shall not be subjected to offensive language or threatened with transfer, dismissal, or disciplinary action. No promise or reward shall be made as an inducement to obtain testimony or evidence. 7. The Officer being interrogated / interviewed shall be completely informed of all his rights pursuant to this procedure prior to the commencement of the interrogation and of his responsibility to answer all questions, and this notification shall be included on the tape recording or written record of the session. S. At the request of any Officer being interrogated / interviewed, he shall have the right to be represented by counsel or any other representative of his choice who may be present at all times during such interrogation, at no additional expense to the Employer. 9. Interrogation / interviewing of Officers may be taped or recorded in written form at the discretion of the investigating Officer. Officers being interrogated / interviewed may record the proceedings with his own equipment or record at his own expense. Records and tapes compiled by the department shall be exclusively retained by the department as confidential information, but may be used at the discretion of the Employer in administrative hearings or for other administrative purposes. C. An Officer under investigation shall receive written notification from the investigating Officer or the Chief of Police as to the conclusion of the investigation. Adjudication will commence not more than 20 business days from the conclusion of the investigation. Notification of the conclusion of the investigation shall be provided by the investigating person to both the Chief of Police and the Lodge President within 24 hours of conclusion. If an Officer is under multiple investigations, arising from the same complaint, the 20 business days will commence at the conclusion of the final investigation. The 20-day time period may be extended by mutual consent. 23 ARTICLE 15 OFFICER BILL OF RIGHTS (continued) D. No Officer shall be discharged, disciplined, demoted, or denied promotion, or transfer, or reassignment, or otherwise be discriminated against in regard to his employment, or be threatened with any such treatment, by reason of his exercise of the rights granted by this contract. E. Any and all questions shall be narrowly focused on the subject of the complaint. Questions shall be relevant and pertinent to the original complaint. If any additional violations surface, the investigator shall consult with the Chief of Police prior to investigating the newly uncovered violation. The Officer being investigated / interviewed shall be informed in writing at that time that the investigation is being expanded to include the additional violations. F. Disputes, disagreements, or grievances resulting from any lack of clarity in language, shall be resolved through the grievance process. G. Officers are afforded any and all rights, protections, and guaranties, granted to any employee by the Constitution of the United States, State of Oklahoma, and including any and all Federal, State, and Municipal laws, and ordinances. 24 ARTICLE 16 SAFETY AND HEALTH COMMITTEE Section 1. The Employer and the Lodge agree to cooperate to the fullest extent in the promotion of safety and health, on the Employer's premises and while carrying out this mission of the Employer and the duties of the employees. For this purpose, it is agreed to establish a safety and health committee to consist of two (2) members appointed by the Lodge, two (2) members appointed by the Chief of Police and one (1) member mutually agreed upon by the appointed members. Section 2. The Safety and Health Committee shall have the authority to conduct on -site inspections of equipment, buildings and other related areas to the occupational environment of the bargaining units. They shall also have the latitude to make studies of safety equipment and practices and to conduct investigations into health hazards that may be appropriate to protect the Employer's interest as it may relate to Worker's Compensation or other liability inherent to occupational diseases and injury and to protect the member's rights to a safe employment environment. At the discretion of the Chief of Police and the availability of manpower, members of the committee shall be excused from duty for the work of the committee. Section 3. The Employer agrees to make every effort to correct safety hazards or unsafe working conditions as recommended by the Safety Committee. 25 ARTICLE 17 HONOR GUARD An Honor Guard consisting of a minimum of ten (10) Officers shall be selected by the Lodge. The composite of the Honor Guard shall be subject to approval of the Chief of Police. All necessary attire and equipment shall be furnished by the City. The function of the Honor Guard shall be to serve at official gatherings, such as the arrival of Dignitaries, Police Officer Funerals, State Memorial Service and any other special events as approved by the Chief of Police. Members of the Honor Guard may be allowed time off with pay for each event, subject to approval of the Chief of Police. Honor Guard vacancies may stay vacant up to twelve (12) months depending upon budget. An officer shall not voluntarily resign from the Honor Guard within three years of appointment to the Honor Guard. 26 ARTICLE 18 DUES CHECK OFF Section 1. The Employer agrees to deduct regular monthly Lodge dues from earned wages of those employees who are in the bargaining unit and who have provided written authorization to the City for said deduction. The deduction shall be made from each paycheck in an amount certified to be correct by the Secretary of the Lodge no later than the close of the workday following each payday after the deduction is made. The payroll deduction shall be revocable by the employee by notifying the Employer in writing. The Employer will notify the Lodge, in writing, of any revocation. Section 2. The Employer will deduct only Lodge dues from the employee's paycheck and will not deduct initiation fees, special assessments, fines or any other deductions except for dues. In the event of an increase or decrease in Lodge dues, the Lodge will give the Employer thirty (30) days notice in order to allow the Employer to make the proper changes in its accounting records. No deductions will be made when the salary to be paid an employee is not sufficient to cover the amount deducted. Section 3. The Employer will provide the Lodge Secretary a detailed report showing all employees by name and deduction ainount each pay period. Section 4. All deductions will be for the month in which they are taken. All deductions refundable at the time of termination or resignation will be refunded by the Lodge. The Employer shall not be responsible for errors. In case an error or improper deduction is made by the Employer, a proper adjustment of the same shall be made by the Lodge with the employee affected. Section 5. The Lodge shall indemnify, defend and hold the Employer harmless against any claims made and against any suits instituted against the Employer on account of payroll deduction of Lodge dues. Section 6. This service shall be provided at no expense to the Lodge or its members. 27 ARTICLE 19 CLASSIFICATIONS & PROMOTIONS Section 1. A vacancy occurs upon a resignation, retirement, or other separation from service. If a termination is under appeal, in arbitration, or pending a medical retirement decision, the position will not be considered as vacant for promotion pumoses unless the Chief of Police declares the vacancy. Classification and Promotions Process within the Owasso Police Department shall be as follows: A. Classifications 1. Senior Patrolman: Must be a certified police officer with at least five (5) years of experience with the Owasso Police Department who has obtained the achievement of intermediate certification through (CLEET) the Oklahoma Council on Law Enforcement Education and Training. 2. Master Patrolman: Must be a certified police officer with at least seven (7) years of experience with the Owasso Police Department, who has obtained the achievement of advanced certification through (CLEET) the Oklahoma Council on Law Enforcement Education and Training. B. Promotions Sergeant: Must be a certified police officer with at least sixty (60) credit hours from a college or university with institutional accreditation from an accrediting organization recognized by the U.S. Department of Education, the Council for Higher Education Accreditation, or both, or hired prior to July 2023, and have at least five (5) years of experience as a police officer with the City of Owasso irixediately prior to testing. 2. Lieutenant: Must be a certified police officer with at least sixty (60) credit hours from a lly edited college or university with institutional accreditation from an accrediting organization recognized by the U.S. Department of Education, the Council for Higher Education Accreditation, or both, or hired prior to July 2023, and must be a Sergeant with at least two (2) years of experience in the rank with the Owasso Police Department iffunedia4ely prior to testing. Captain: Must be a certified police officer with at least sixty (60) credit hours from a regionally aceredited college or university with institutional accreditation from an accrediting organization recognized by the U.S. Department of Education, the Council for Higher Education Accreditation, or both, or hired prior to July 2023, and must have at least seven (7) years of supervisory experience with the Owasso Police Department prior to testing. PQ ARTICLE 19 CLASSIFICATIONS & PROMOTIONS (continued) Section 2. Eligible applieartts candidates for the prometional examination promotion shall participate in an Assessment Process and- ffl;:.#swig••, %vit • the GMefofPe A. The Assessment Preeess sW! measufe the knewledge, skills, and abilities speeffie to the Owasse Peliee Depaf6ment, and shall be mutually agreed upon by the City and th 1 ,.a,.,, A ..,.o....,...s ;yin be chosen thfo gh the „ e enA pr-e ,e.... Each Assessment Process shall consist of a written examination, a structured interview before a board of assessors, and a semi -structured interview before the Chief of Police. B. For the rank of Sergeant and Lieutenant ranking shall be weighted 70% final Assessment Process ,sore arA 30 '- Chiefs T^«.,Mew seefeEach written examination shall be from the Essentials of Law Enforcement Management promotional examination series provided by Industrial/Organizational Solutions. Candidates for Sergeant shall take the First Line Supervisor version of the examination, candidates for Lieutenant shall take the Middle Manager version of the examination, and candidates for Captain shall take the Upper Command version of the examination. If any of these examinations become unavailable, the Citv and the Lodge shall mutuallv agree unon a comparable written examination to be used for the applicable promotional process Izzar 0he f—awk of Captain, rarAEing shall be weighted 60% final Assessment Preeess seer-e a -a 4004 Chipn T «� Board of Assessors: Candidates will be asked the same, predetermined, iob-related questions in the same order, with answers rated using a consistent, pre -defined scale. Each candidate will receive a consensus score from the board with all board members agreeing; to the final score. 1. Board of Assessors for Sergeants and Lieutenants shall consist of five (5) members The City shall appoint two (2) sworn members, one (1) from the Owasso Police Department and one (1) from another municipal police department in northeast Oklahoma. The Lodge shall appoint two (2) sworn members, one (1) from the Owasso Police Department and one (I) from another municipal police denartment in northeast Oklahoma. The City and the Lodge shall appoint one (I) mutually agreed upon sworn member from the Owasso Police Department. a. Candidates for Sergeant will appear before a board consisting of Sergeants or first -line supervisors of equivalent and/or higher ranks. b. Candidates for Lieutenant will appear before a board consisting of Lieutenants or middle managers of equivalent and/or higher ranks. F.1RICO 0ONE CLASSIFICATIONS & PROMOTIONS (continued) 2. Board of Assessors for Captains shall consist of four (4) members. The City shall appoint two (2) sworn members, one (1) from the Owasso Police Department and one (1) from another municipal police department in northeast Oklahoma. The Lodge shall appoint two (2) sworn members, one (1) from the Owasso Police Department and one (1) from another municipal police department in northeast Oklahoma. a. Candidates for Captain will appear before a board consistingof f Captains or upper commanders of equivalent and/or higher ranks. C. Each semi -structured interview before the Chief of Police shall be a flexible interview combining pre-set, open-ended questions with spontaneous, probing follow-ups intended to evaluate each candidate's personal characteristics, experience, and readiness. Section 3. The components of the evaluation process described above shall be weighted as follows when determining promotional rankings: A. For the rank of Sergeant and Lieutenant ranking shall be weighted 35% written examination. 35% structured interview before a board of assessors. and 30% semi - structured interview before the Chief of Police. B. For the rank of Captain, ranking shall be weighted 30% written examination, 30% structured interview before a board of assessors, and 40% semi -structured interview before the Chief of Police. Section 34. Upon completion of all testing, it is agreed that the promotions shall be offered in the following manner for the listed position: A. Sergeant: The candidate with the highest score at the completion of testing. B. Lieutenant: The Chief of Police will select the Lieutenant from the top two candidates. C. Captain: The Chief of Police will select the Captain from the top two candidates. Section 45. The promotional examination will be valid for one (1) year from the date the Assessment Process and Chief s Interview scores are posted. The Promotional Eligibility List will be signed and dated by both the Chief of Police and the FOP President. Any vacancies occurring during that year will be filled by the qualified candidates on the eligibility list. Section -6. One representative from the Bargaining Unit and one representative from the Owasso City Management shall be present throughout each testing portion of the process to evaluate the process and recommend any future changes to the process. 30 ARTICLE 19 CLASSIFICATIONS & PROMOTIONS (continued) Section 67. Employees with disciplinary suspensions without pay exceeding sixty (60) consecutive days shall not be eligible to apply for a promotion for one (1) year from the date of discipline. Employees with disciplinary demotion shall not be eligible to apply for a promotion for two (2) years from the date of discipline. Section -78. Employees with disciplinary suspensions without pay exceeding sixty (60) consecutive days or a disciplinary demotion shall be removed from any current promotional eligibility lists. 01 ARTICLE 20 VACATION Section 1. Employees within the bargaining unit shall receive paid vacation in accordance with the following, to -wit: Years of Employment Vacation Leave Method of Accumulation Maximum Accumulation 1-4 96 hours 3.70 hours/pay period 260 hours 5-9 120 hours 4.62 hours/pay period 296 hours 10 - 14 144 hours 5.54 hours/pay period 356 hours 15 - 19 168 hours 6.47 hours/pay period 404 hours 20 - 24 192 hours 7.39 hours/pay period 452 hours 25 and over 216 hours 8.31 hours/pay period 500 hours Section 2. Accumulation. The-eEmployees of -in the bargaining unit shall be allowed to accumulate unused vacation leave for use in following years to the extent set forth in the chart above. Increases in vacation accrual will begin after the completion of Years 4, 9, 14, 19, and 24. Section 3. In the event a request to use vacation leave is denied and such denial results in the loss of further accruals, the officer having been denied the use of vacation leave shall be compensated in salary an amount equal to his regular rate of pay times the amount of accruals lost. W ARTICLE 21 HOLIDAY PAY Section 1. Compensation. Each employee of the bargaining unit shall receive as, and for, holiday pay the sum of ninety-six (96) hours times such employee's regular rate of pay. Such holiday pay shall be paid in two (2) separate checks or warrants of forty-eight (48) hours on the first pay date in the month of December, and forty-eight (48) hours on the first pay date in the month of June of the current fiscal year. Those employees of the bargaining unit scheduled to work and actually having worked on a holiday shall, in addition to the holiday pay above referenced, receive such employee's regular straight time pay for such day worked. Section 2. Prorated Pay. For those employees who are not employed for the entire six- month period prior to the aforementioned first pay date in the month of December or the first pay date in the month of June, holiday pay will be calculated using the number of months employed divided by 6 months (the "holiday pay" period) multiplied by forty-eight (48) hours (as stipulated by contract). Section 3. Each employee of the bargaining unit shall have the option of receiving forty- eight (48) hours payable in June and forty-eight (48) hours payable in December as leave time in lieu of the holiday pay check in June and/or December. If elected, this leave time will be added to the employee's vacation balance. 33 ARTICLE 22 SICK LEAVE Section 1. Sick leave may be taken when an employee is unable to perform his duties because of personal illness, off -the -job injury or for necessary care and attendance of a member of the employee's immediate household or when an employee might expose or jeopardize the health of others. Employees may elect to have such time off deducted from personal compensatory time reserves in lieu of sick time at the discretion of the employee. Emergency Dispatch must be notified at least one (1) hour prior to starting time. An employee may be subject to disciplinary action for failure to notify Emergency Dispatch of absence. Section 2. Accrual of Sick Leave. Each member of the bargaining unit shall accrue sick leave at the rate of 4.27 hours each pay period. Each employee of the bargaining unit shall be allowed to accumulate a maximum of 1105 hours of sick leave. Section 3. Doctor's Certificate. If an employee is ill for three (3) consecutive days, the employee shall, upon request and at the City's expense, furnish a doctor's certificate as a condition precedent to being granted sick leave. The certificate shall certify that the employee was unable to work due to illness or injury to self or immediate family member and verify the employee's fitness for return to work. The doctor must be an in -network doctor based on the current health plan. Section 4. Misuse of Sick Leave. Any employee who misuses the sick leave privilege may be dismissed as well as be denied pay for the day. Section 5. Pregnancy. Pregnancy shall be treated as any other condition in regard to sick time. However, for an employee engaged in hazardous or emergency services, a doctor's certificate shall be required after the sixth month and each month thereafter for the duration of the pregnancy, stating the employee's ability to continue her regular duties without limiting her performance. Section 6. Emergency Leave. In the event of death, serious injury, serious or contagious illness in an employee's immediate family, the employee shall be granted emergency leave. This emergency leave shall be a leave with pay, but shall be charged to either sick leave, vacation leave, or compensatory time at the discretion of the employee. Section 7. Immediate family as utilized in the sick leave and emergency leave provisions above stated shall be understood to mean husband or wife, father or mother of employee or spouse, sister or brother of employee or spouse, grandparents of employee or spouse, children or legally adopted children of husband or wife or both, and foster children placed in the home through DHS. Any other person whose relationship could justify the employee's absence may require special approval by the Chief of Police. 34 SICK LEAVE (continued) Section S. An employee upon retirement shall be paid an amount equal to fifteen percent (15%) of their accrued sick leave calculated at the employee's rate of pay at the time of disbursement. An employee may instead convert fifteen percent (15%) of their accrued sick leave to terminal leave. In order to be eligible for this benefit the employee must provide the City sufficient notice of pending retirement and election option. Said notice to be not less than ninety (90) days prior to expected date of retirement. Section 9. In the event of the death of the employee, said employee's beneficiary shall receive payment equal to one hundred percent (100%) of the employee's accrued sick leave. 35 ARTICLE 23 WORK SCHEDULE Section 1. There is hereby designated by the employer a regular fourteen- (14) day work period for all employees which will consist of eighty-five- and one-half hours (85 ''/2). Section 2. The Patrol Division of the Owasso Police Department will be organized into two squads and each squad into two shifts to work scheduled hours each work period as follows: Squad One / Shift One (Day Shift) Week 1: Scheduled Work Hours 0700 to 1900 Sunday, Monday, Tuesday, Wednesday Scheduled Days Off Thursday, Friday, Saturday Week 2: Scheduled Work Hours 0700 to 1900 Sunday, Monday, Tuesday Scheduled Days Off Wednesday, Thursday, Friday, Saturday Squad One / Shift Two (Night Shift) Week 1: Scheduled Work Hours 1900 to 0700 Sunday, Monday, Tuesday, Saturday Scheduled Days Off Wednesday, Thursday, Friday Week 2: Scheduled Work Hours 1900 to 0700 Sunday, Monday, Tuesday Scheduled Days Off Wednesday, Thursday, Friday, Saturday Squad Two / Shift One (Day Shift) Week 1: Scheduled Work Hours 0700 to 1900 Thursday, Friday, Saturday Scheduled Days Off Sunday, Monday, Tuesday, Wednesday Week 2: Scheduled Work Hours 0700 to 1900 Wednesday, Thursday, Friday, Saturday Scheduled Days Off Sunday, Monday, Tuesday Squad Two / Shift Two (Night Shift) Week 1: Scheduled Work Hours 1900 to 0700 Wednesday, Thursday, Friday Scheduled Days Off Sunday, Monday, Tuesday, Saturday Week 2: Scheduled Work Hours 1900 to 0700 Wednesday, Thursday, Friday, Saturday Scheduled Days Off Sunday, Monday, Tuesday Section 3. There shall be one and one half (1.5) hours per fourteen (14) day work period that may be utilized as briefing time for the Patrol Division. Said briefing time shall be contiguous with the regular scheduled work hours, as scheduled by the Chief of Police. If the one and one half (1.5) hours per fourteen (14) day work period is not utilized for shift briefings, it is the responsibility of each officer to work the one and one half (1.5) hours during the two -week work period contiguous with the regular schedule work hours. The one and one half (1.5) are to be recorded on the date(s) actually worked. kri WORK SCHEDULE (continued) Section 3. The following exemptions shall apply to the work period criteria provided for in this article. Under no circumstances are any exemptions, other than those specifically designated in this section of this article, allowable under this agreement. A. Employees, upon approval by the Chief of Police, shall be allowed to trade a shift or partial shift with another employee as provided for by F.L.S.A. B. Any employee requesting training opportunities may request and be granted, by the Chief of Police, a change in their regular days off and/or work hours in order to attend such training opportunities. C. Detectives may, solely at their request, alter their work hours and/or work days, upon approval by the Chief of Police, due specifically to case load and/or investigative necessity. This does not include coverage for absent officers. D. Trainees, while in Field Training Program, may be required to change shift hours and days off to accommodate such training schedule. E. Captains may, solely at their request, alter their work hours and/or work days, upon approval by the Chief of Police, due to assigned case load or operational demands of the department as determined by the Chief of Police. This does not include coverage for absent officers. F. School Resource Officers/Sergeants will work a schedule that begins seven (7) days before the first day of the school year through seven (7) days past the last day of the school year as established by the Owasso Public Schools. During the Summer, when school is not in session, School Resource Officers/Sergeants have the option to remain on their current schedule or can be assigned to a current day shift at the discretion of the Chief of Police with minimum of 30 days' notice. Once assigned, the School Resource Officer's Sergeants shift will not change during the summer break. Section 4. Any hours worked in excess of eighty-five and one half (85 1/2) hours per work period or any time worked in excess of the herein designated work week shall be compensated at the rate equal to one and one-half (1 1/2) times the employee's regular hourly rate of pay or compensatory time at the same rate. It is agreed that an employee will not be required to take off from the regular working hours to avoid overtime compensation or compensatory time. A. Other than exceptions noted in B and C, the type of compensation will be at the sole discretion of the Officer. B. If an Officer accrues more than 240 hours of compensatory time, the manner of compensation shall be at the discretion of the Chief of Police until such time that the Officer's accrued compensatory time balance falls below 240 hours. C. For voluntary assignments and voluntary training, the manner of compensation shall be at the discretion of the Chief of Police. 37 WORK SCHEDULE (continued) Section 5. If an "leyee officer is called back from scheduled time off, hours worked will be compensated at one and one-half (1 1/2) times the empleyee's officer's regular hourly rate of pay or compensatory time at the same rate. The t)Te of,.empens t",~ ,. it disc_ fie e f4h , O ffie. _ Eiiapleyees Officers shall be guaranteed a minimum of two (2) hours pay at a rate of one and one-half (1 1/2) times their regular hourly rate of pay anytime the officer employee is called in to work other than regularly scheduled work hours,. The two (2) hour minimum does not apply to time worked prior to the start of a scheduled shift when scheduled at least twenty-four (24) hours in advance. as well as, any effleer being i3laeed i an "on eall" status by the eeuAs. Section 6. On -call for Court. If an officer is placed in an "on -call" status by the courts, the officer will receive two (2) hours of "on -call" compensation at one and one-half (1 ''/2) times the officer's regular hourly rate of pay or compensatory time at the same rate. l If an officer is be required to report to court, sueh the officer shall be eompensated ,.,.,.,._a'~g t,, the above guaranteed a minimum of two (2) hours pay at a rate of one and one-half (1 %) times the officer's regular hourly rate, and would not be eligible for the two hours "on -call" compensation. A. if a court appearance is cancelled or rescheduled with less than twenty-four (24) hours' notice, the officer will still receive the two (2) hours "on -call" compensation. Section 7. The type of compensation for call-back and "on -call" for court will be at the sole discretion of the officer. If an officer accrues more than 240 hours of compensatory time, the manner of compensation shall be at the discretion of the Chief of Police until such time that the Officer's accrued compensatory time balance falls below 240 hours. Section 6.8. For computation of employee work hours, all vacation leave and compensatory time will be considered time actually worked. 38 SENIORITY Section 1. As used herein, the term Seniority shall refer to, and be defined as, the continuous length of service within the Owasso Police Department, or for those employees who hold rank and/or classification, the continuous length of service within rank and/or classification within the Owasso Police Department. Seniority for employees with the same hire dates shall be determined by random selection. Seniority for employees with the same promotion date shall be determined by the highest promotional score at the completion of testing. The classification of Senior Patrolman and Master Patrolman have rank parity with Patrolman, such classifications are an indication of a level of experience with the department and education as established by the Oklahoma Council on Law Enforcement Education and Training, not an indication of seniority. Section 2. Seniority lists shall be established and updated by the lodge as of first day of July of each fiscal year, and such shall remain unchanged but for circumstances hereinafter set forth. Section 3. After the effective date of this Agreement, seniority for employees hired or rehired shall commence on the date of hire or rehire. Section 4. Except where impractical due to skill levels of employees, or experience of employees, or where specific working conditions, or assignment to specialty unit(s) exist which would preclude certain employees from working specific shifts, and considering required manning levels, seniority will be the dominate factor to be considered by the Chief of Police, or his/her designated representative, in reaching the following determinations, to -wit: A. Squad/Shift assignment; provided however that general shift change assignments shall occur only one (1) time per year, which shall occur on the beginning of the first pay period of each calendar year. In the event of a mid -year promotion(s) a mid -year shift bid shall occur, unless mutually agreed upon between the Chief of Police and the Lodge to delay the shift bid. B. Assignment to Specialty Unit(s): Canine Officers and School Resource Officers will be in a separate squad/shift bid excluded from the Patrol division squad/shift bid assignment, based on seniority within the unit. If more than one officer is selected at the same time, seniority will be based on the ranking in the testing process. However, supervisors who are also designated as a Canine Officer will continue to participate in the Supervisor squad/shift bid assignment. C. Assignment to Specialty Unit(s): Officers newly assigned to the Detective Division will not be eligible to participate in a squad/shift bid assignment for two years from the date of assignment to the Detective division. c%E ARTICLE 24 (continued) D. Granting of vacation leaves requested sixty (60) days in advance; vacation leaves requested at least sixty (60) days in advance shall require written approval or denial with explanation, within forty-eight (48) hours of expiration of sixty (60) day limit. Those requests for vacation leave not made sixty (60) days in advance shall be granted on a first -come -first -serve basis with written approval or denial with explanation provided to employee within forty-eight (48) hours of submission of vacation request. Vacation shall not be requested more than one hundred and eighty days (180) days in advance. It is agreed that the Chief of Police, or his/her designated representative, will make every effort to approve requested time off as submitted, in whole. E. Scheduling of comp time cannot be more than one hundred and eighty days (180) days in advance and not less than two (2) days in advance unless such request does not place the shift below minimum manning, or does not unduly disrupt the department. Section 5. In the event of a reduction in force, employees shall be laid off in the reverse order of seniority. Employees shall be recalled from layoff status by seniority to be determined from the original date of hire. Recall rights shall be preserved for a period of eighteen (18) months from the date of layoff. Notice of recall shall be mailed by certified mail to employees to their last place of residence shown on Employer's personnel records, as well as written notice shall be given on the same date to the Lodge President or his designated representative. Any employee who fails to report for duty within thirty (30) working days following receipt of notice of recall or within thirty (30) working days following attempted delivery of such notice or the same is unclaimed or otherwise not actually received, shall be deemed as having permanently terminated his employment. Section 6. The provisions of this Article shall be construed to encompass all seniority rights in existence on the effective date of this Agreement. M ARTICLE 25 RETIREMENT AND PENSION Section 1. For those Employees who are members of the Oklahoma Police Pension and Retirement System the Employer shall appropriate funds for the use and benefit of the System, as provided by Oklahoma Statutes, Title 11, ss 50-109. Section 2. The Employer -paid four percent (4%) of each Employee's required eight percent (8%) contribution toward the Oklahoma Police Pension and Retirement System previously provided for in Article 25 is included in the base pay provided in Article 33 as of the 2013-2014 contract year. 41 ARTICLE 26 INSURANCE Section 1. Each employee of the bargaining unit shall receive the same insurance benefit package that is provided to other City employees, including but not limited to: A - Hospitalization B - Medical C - Vision D - Dental E - Life The carriers of the preceding types of insurance will be determined by the Employer. All costs for Employee insurance coverage and annual biometrics screenings will be paid by the Employer. Should a member of the bargaining unit elect not to participate in the annual biometrics screening coordinated by the Employer, such Employee shall be charged $25 per month for Medical Insurance. Members of the bargaining unit may elect, if applicable, dependent coverage for all of the above listed insurance, the cost for dependent coverage will be paid the same as is provided for other City employees. Section 2. The employer will pay to the Lodge the sum of $3.50 per month for each employee in the bargaining unit who is a policy holder of the Fraternal Order of Police Legal Defense Plan for the purpose of applying toward the premium costs of the same. (It is understood this is "additional" funding for legal defense insurance only and not assignable or re - assignable to or for any other purpose.) Section 3. The Lodge agrees to provide the City a copy of invoices from the insurer and a roster of members of the bargaining unit who are enrolled in the Fraternal Order of Police Legal Defense Plan by the fifth (5th) day of the month for the purposes of calculating the amount due the Lodge. 42 ARTICLE 27 UNIFORM AND EQUIPMENT Section 1. The employer shall pay each member of the bargaining unit a clothing/uniform and equipment allowance in the amount of Twelve Hundred Dollars ($1200). Payment shall be made in two equal payments of Six Hundred Dollars, the first on the first pay date in July and the second on the first pay date in November. The Employer shall pay a prorated uniform allowance to each member of the bargaining unit upon the completion of his/her one-year of service. Such prorated uniform allowance shall be based upon the amount of uniform allowance designated herein Section 1 and the number of months remaining until the next payment date. Section 2. The Employer shall provide for cleaning of uniforms. The Employer shall also provide for cleaning of clothing utilized by detectives in the performance of their duties. Such cleaning shall be arranged for in such manner as to assure a local depository/pick-up in the event of servicing outside the municipality which is in the Employers discretion. Section 3. The Employer shall provide for all new members of the Police Department a complete issue of new uniforms and new or like new equipment, to include the following; A. four (4) uniform shirts, short sleeve: B. €er {4) five 5 uniform shirts, long sleeve; C. five (5) uniform trousers; D. leather gear: belt w/inner belt, keepers, (1) mag pouch, and (1) cuff case; E. two (2) pairs handcuffs; F. two (2) badges; G. one (1) Stinger or similar police style rechargeable flashlight; (1) secondary rechargeable light for vest carrier; H. one (1) bullet resistant vest; I. one (1) all weather jacket; J. inclement weather gear; K. all firearms ammunition as specified in Section 4 of this article; L. one (1) department issued hat; M. one (1) expandable baton; N. one (1) canister of defensive chemical spray; O. two (2) pairs of collar brass; P. two (2) metal name tags; Q. one (1) police equipment bag; R. one (1) slim metal report folder; S. one (1) slim metal citation folder; T. nylon duty gear; nylon belt w/inner belt, keepers, and a combination of choice between nylon and Kydex gear for belt and/or outer carrier; U. one (1) outer carrier for bullet resistant vest; 43 ARTICLE 27 UNIFORM AND EQUIPMENT (continued) V. one (1) department issued handgun with four (4) magazines; (2) holsters (nylon & gloss), and tactical weapon light; one (1) rifle w/RDS optic & rail -mount light; electronic hearing and ballistic eye protection; rifle rated ballistic plates w/carrier, gas mask w/filter, Kevlar helmet, and 12-gauge launcher or pepper ball launcher; W. any other uniform or equipment that is required, including but not limited to special clothing and equipment necessary for K9 Officer, Motorcycle Officer and other specialized assignments. X. Employees hired after July 1, 2023 will have the option to be issued a Red Dot System for department issued handgun. Section 4. Since employees are required to carry and use only approved ammunition, the Employer shall, during the term hereof, provide each employee one -hundred (100) rounds of Employer -approved hand -gun ammunition, same to be utilized only in the course of duty. Those employees who have qualified annually with department issued or department approved shotguns, such employees shall receive twenty (20) rounds shot -gun shells consisting of ten (10) rounds 400 buckshot and ten (10) rifled slugs. To those employees who have qualified annually with department issued or department approved rifles, such employees shall receive one hundred -twenty (120) rounds of ammunition. The Employer -approved duty ammunition shall be issued once a year to each employee, on or before December 15th. Section 5. The Employer shall provide each member of the bargaining unit a bullet -resistant vest of a design approved by the Chief with input from the Health and Safety Committee. Such vest shall be maintained by the Employer at no cost to the employee and shall be replaced in accordance with manufacturer's recommended replacement schedule. At the request of the employee a new outer carrier will be provided at the same time the bullet -resistant vest is replaced. This item of safety shall be the sole property of the City of Owasso. However, upon request, the bullet -resistant vest shall become the property of the employee at retirement. In no case shall an employee be denied a replacement vest in the event the one in current use exceeds the manufacturer's suggested replacement schedule or becomes damaged. An individual employee may choose to purchase a bullet resistant vest of a make or model different from that selected by the Employer for issue. In the event such a selection is made, the Employer shall pay a portion of the cost equal to the cost of the vest issued by the Employer, provided, however, that such vest shall become the sole property of the Employer requiring no reimbursement whatsoever for a period of one year from date of purchase. However, upon request, the bullet - resistant vest shall become the property of the employee at retirement. Bullet -resistant vests that exceed the manufacturer's suggested replacement schedule shall become the property of the employee. External hard plate carrier and plates shall be the sole property of the City of Owasso, and shall not become the property of the employee under any circumstance. EM ARTICLE 27 UNIFORM AND EQUIPMENT (continued) Section 6. Once an employee completes his/her initial probationary period, the following items shall become the sole property of that individual officer: Four (4) uniform shirts, short sleeve; Four (4) uniform shirts, long sleeve; Five (5) uniform trousers; One (1) department issued hat; Two (2) pairs collar brass; One (1) whistle chain; One (1) whistle Two (2) metal name tags The City shall be responsible for the repair and replacement of uniforms and equipment listed in Section 3, but not normal wear and tear of uniforms and equipment listed in Section 6. Section 7. Members of the bargaining unit with ten (10) years of service and an honorable discharge will be allowed to keep all badges that include the officer's badge number and department issued handgun. Section 8. For appearance and safety reasons members of the bargaining unit shall not wear jewelry while on duty, with the exception of a wedding ring and a watch. Jewelry worn underneath the uniform that is not visible will be allowed. M ARTICLE 28 PERSONAL PROPERTY Section 1. The intent of Article 28 is to establish parameters for the City to replace personal property that is legitimately damaged while performing unavoidable work duties. The City shall not fund replacing personal property damaged, destroyed, lost or stolen while on duty due to gross negligence. Section 2. The Employer shall repair, replace, or reimburse employee at Employer's expense, employee's personal property which is damaged, destroyed, lost or stolen, ordinary wear and tear excepted, while on duty unless it is shown by the Employer that the employee was negligent in incurring loss or damage to the personal property of employee. The maximum expense the Employer shall have by virtue to this Article shall be limited to $3,500 per officer, per incident. Watches, laptops and mobile technology (excluding phones) are limited to $200 per item per incident. Mobile phones are limited to $1,000 per incident. To be eligible for coverage phones must be kept in a protective case. Said expense shall not include the cost of an officer's personal weapons that may need to be repaired or replaced. Section 3. In order to be eligible for repair, replacement, or reimbursement, all items of personal property must be on an inventory list which shall be maintained by the Chief of Police. Inventory lists including an estimate of value of each item shall be updated twice per year (July 15 and January 15). An employee may add to or delete from the list at any time. The total value of the items listed on the inventory shall not exceed $3,500, except by approval of the Chief of Police. Officer owned weapons shall be listed on the inventory list, but the weapons value shall not be counted toward the $3,500 maximum value. Weapons that may be carried on duty are those that are approved by policy. Clothing items that are worn on duty will be recognized as the uniform of the day and will not have to be listed on the inventory, in order to be covered. Section 4. When repair, replacement or reimbursement is requested, such request shall be accompanied by a report specifying the incident or actions surrounding the damage or loss. If damaged and recoverable, the employee shall present the damaged article to the Employer for inspection. If replaced, the salvaged item(s) shall become the property of the City of Owasso. Section 5. Repair, replacement or reimbursement will be at the employer's sole discretion, and will not include items covered by individual's personal insurance. ER ARTICLE 29 TEMPORARY ASSIGNMENT Section 1. Any employee assigned additional supervisory duties not consistent with the normal duties of their rank for any period of time, shall receive a temporary increase in pay for the period of time such "acting" assignment is in effect. Temporary Assignment does not apply to the Detective division or School Resource Officer division, unless there is a vacancy, in which temporary assignment will be paid based on seniority within the unit. Section 2. The amount of pay shall be consistent with the position and duties to be performed, but shall not necessarily be equal to the pay received by the absent employee. Such temporary pay increase shall be consistent with the adopted pay schedule guideline. Section 3. When a Lieutenant in charge of a shift is gone because of vacation leave or compensatory time leave, the Sergeant on the shift will assume command of the shift without being considered working under "temporary assignment" and will not receive "temporary assignment" pay. Section 4. In the event the Lieutenant in charge of a shift is gone for any reason, for a period of thirty (30) calendar days or more the Senior Sergeant on the shift shall receive a temporary increase in pay for such time "acting" assignment is in effect beginning on the thirty-first (31) consecutive day of the Lieutenant's absence. The amount of pay shall be consistent with Lieutenant's pay and the adopted pay schedule guidelines, but shall not necessarily be equal to the pay received by the absent employee. In the event the Lieutenant in charge of a shift is on light duty and working regular shift assignment, for a period of thirty (30) calendar days or more, including consecutive days of absences, the Sergeant on the shift shall receive a five percent (5%) increase in pay on the thirty-first (31) consecutive day. Section 5. Employees with less than five (5) years of experience with the Owasso Police Department shall not be eligible for "temporary assignment". Section 6. Employees with disciplinary suspensions without pay exceeding sixty (60) consecutive hours shall not be eligible for "temporary assignment" for one (1) year from the date of discipline. Employees with disciplinary demotion shall not be eligible for "temporary assignment" for two (2) years from the date of discipline. Section 7. Employees designated as Field Training officers shall be compensated two (2) compensatory or overtime hours per day when performing field training duties. 47 ARTICLE 30 EDUCATION INCENTIVE Section 1. Tuition Reimbursement. The Employer shall pay tuition costs, under the limitations hereinafter set forth in this Article, for required or elective courses leading to a Bachelor's degree. A. The tuition herein provided shall not exceed the tuition cost for comprehensive universities and colleges as established by the Oklahoma State Regents for Higher Education. B. Course(s) on which reimbursement will be requested must be part of a Degree plan at a college or university with institutional accreditation from an accrediting organization recognized by the U.S. Department of Education, the Council for Higher Education Accreditation, or both, and must be approved by the Chief of Police prior to enrollment. If reimbursement is being sought for a Master's Degree or beyond, approval of the City Manager or his/her designee must be obtained prior to enrollment and fflust be in a law enf reeme«t related field C. Employees must receive at least a 2.0 on a 4.0 scale or a minimum of a "C" grade on a letter grade scale in each course. Failure to maintain a "C" grade in a course will result in non-payment of tuition for those hours. D. Upon verification of satisfactory completion of the course, reimbursement for the tuition shall be made to the employee. Section 2. College Education Compensation. Each member of the bargaining unit is entitled to receive additional compensation for college level education accomplishments from a college or university with institutional accreditation from an accrediting organization recognized by the U.S. Department of Education, the Council for Higher Education Accreditation, or both, e_r _,..... pg# "^1"ted field as follows: A. Any employee may request pay in the amount of One Dollar ($1.00) per month per credit hour for successfully completed college credit hours to a maximum of seventy-five hours. B. Any employee holding an Associate Degree shall be paid One Hundred Dollars ($100.00) per month in addition to the employee's base pay. C. Any employee holding a Bachelor's Degree shall be paid One Hundred and Twenty -Five Dollars ($125.00) per month in addition to the employee's base pay. D. Any employee holding a Graduate Degree shall be paid One Hundred and Fifty Dollars ($150.00) per month in addition to the Employee's base pay. aj ARTICLE 30 EDUCATION INCENTIVE (continued) E. Payment for college hours shall be based on the following criteria: Employee must receive at least a 2.0 grade point average on a 4.0 scale or a minimum of a "C" grade on a letter grade scale. 2. A copy of the transcript must accompany each request and any request for increasing such pay. 3. Payment for course hours will be allowed if justification is given indicating such hours were required to pursue a Degree (i.e. college handbook outlining degree prerequisites and electives). F. An officer holding multiple degrees shall only receive the compensation identified for the highest single degree for which the officer qualifies. Section 3. Any college credit hours earned, courses completed, or degrees conferred prior to July 1, 2026, shall be considered eligible for tuition reimbursement and education incentive compensation without regard to the institutional accreditation requirements established in this Article. The accreditation requirements set forth herein shall apply only to courses and credit hours pursued on or after July 1, 2026. ARTICLE 31 LONGEVITY PAY Section 1. Employer shall pay each employee covered by this agreement longevity pay. Longevity pay shall commence on the employee's fifth employment anniversary, at the rate of $0.50 per hour. The employee shall receive a further increase of $0.10 per hour for each consecutive year of service thereafter. Only consecutive years of current employment with the Employer shall be counted toward eligibility for longevity pay; prior, non-consecutive services shall not be considered. 50 ARTICLE 32 DETECTIVE "ON -CALL" PAY Section 1. A minimum of one detective shall be placed on an "on -call" rotation schedule. "On -call" shall be deemed to mean the following: A. The employee is free to go or remain at any location of the employee's own choosing, so long as the employee can call -in within ten (10) minutes of receiving a call to work, and as long as the employee can respond to the requested location within one (1) hour of receiving a call to work; B. The employee is free to use the waiting time for any personal matters the employee chooses; C. The employee must remain sober while on -call; D. The employee must leave a telephone number with dispatch, where the employee who is on -call can be reached if needed. E. The Chief of Police will establish a bi-annual on -call rotation schedule. Section 2. While "on -call" Detectives shall receive "on call" compensation in the amount of two (2) compensatory time or overtime hours per day. If an "on -call" detective fails to respond to the requested location within one hour of being called, on more than one occasion during a contract year, the "on -call" compensation shall be forfeited for that day. "On call" pay will be payable with normal payroll cycles. 51 ARTICLE 33 COMPENSATION Section 1. There is created for pay purposes, a standard "Police Department Pay Plan." For the purpose of this Labor Agreement, effective July 1, 2925 2026 each employee of the bargaining unit shall receive compensation based on the "Police Department Pay Plan A" included in this agreement according to the employee's range and step as of June 30, 2925 2026. Employees hired under experienced based pay will be placed in the appropriate pay plan according to the years of service compensation is based on. A. New hires shall begin at Entry Level except when the new Officer is already a State Certified Peace Officer with prior law enforcement experience as a State Certified Peace Officer at another law enforcement agency within this State or otherwise. Should a State Certified Peace Officer with experience at another law enforcement agency be hired, the Chief of Police shall conduct a review of the individual's qualifications and experience and determine the appropriate entry-level salary within Range 1. No Officer shall be brought in at a step higher than Step E. New hire placement at a step other than entry level will only affect the employee's advancement on the Police Department Pay Plan. B. Pay Plan Advancement for current Officers and Officers hired at Entry Level. Upon completion of the one year of service, all Police Officers shall advance to Range I, Step A. Thereafter Officers shall advance one step each year of service effective on the employment anniversary date of the employee. Step advancements will automatic throughout the terra of this agreement. C. Pav Plan Advancement for Officers hired at a Step other than Entry Level. Officers shall advance one step per year of service effective on the employment anniversary date of the employee. Step advancements will be automatic throughout the term of this agreement. D. Rehired Officers and Pay Plan Advancement. Officers rehired by the City shall be eligible for placement at the same pay plan step held at the time of separation from City employment. Officers shall advance one step per year of service, effective on the employee's emplovment anniversary date of the employee. Step advances will be automatic throughout the tern of this agreement. Rehire placement at a step other than entry level will only affect the employee's advancement in the Police Department Pay Plan. All decisions regardingreemployment eemployment shall be at the sole discretion of the Chief. Section 2. In cases of transfer and/or promotion, the employee will advance to the same pay step in the appropriate range for his new job classification after which the employee shall continue to advance in the Pay Plan, according to Section B and Section C, effective on the employment anniversary date of the employee. WA ARTICLE 33 COMPENSATION (continued) Section 3. The following job classifications shall be compensated at the rate specified in the "Police Department Pay Plan" as follows: Officer Range 1 Sergeant Range 2 Lieutenant Range 3 Captain Range 4 'Police Department Pay Plan X Effective July 1, 2025 Patrol Sergeant Lieutenant Captain Entry A 8 C D E F G H 1 J K Level 0 year)' (2 year)' (3 year)' (4 year)' (5 year' (6 year)* 9 year), (a yearn (9 year)• fio year r (11 year)• 'Pay scale may not correlate vrrth actual years of service "Police Department Pay Plan X Effective July 1 2026 Entry A g C D E 3.00% Level (l yearn (2 year)' (3yearr (4 yearr (5year)• Patrol 27.52 28.60 29.75 30.96 32.20 33.49 Sergeant 33.41 34.76 36.16 Lieutenant 37.86 39.37 Captain _ I 42.93 'Pay scale may not correlate with actual years of service F G H (eyearr _uyearr_ (8 yeerr 34.83 36.24 37.70 37.61 39.11 40.67 40.94 42.69 44.30 44.64 46.44 48.32 I J K (9year)- (10 year)' (11 year)` 39.21 40.78 42.43 42.31 44.00 4577 46.07 47.92 49.83 50.24 5225 54.34 53 ARTICLE 34 DRUG & ALCOHOL TESTING The Lodge and the City recognize the need to conform to the Oklahoma Standards for Workplace Drug and Alcohol Testing Act, 40 O.S. Section 551 et seq. and the need to maintain a safe work environment free from hazards of drugs or alcohol for the safety of both Police personnel and the citizens. Therefore, both parties agree that drug and alcohol testing shall be administered in accordance with the Oklahoma Standards for Workplace Drug and Alcohol Testing policy within the City of Owasso's Personnel Manual. 54 ARTICLE 35 WELLNESS PROGRAM Section 1. It is the intent of this article to enter into an agreement between the Fraternal Order of Police Lodge 4149 and the City of Owasso to implement a Wellness Program that will improve the fitness standards within the Police Department. The Lodge and City agree that increased fitness standards will lower the incidents of on the job injury as well as the use of sick leave. Section 2. The City agrees to pay a per month program fee of up to Fifteen ($15.00) dollars for each member of the bargaining unit who signs up to participate in a voluntary fitness program. The voluntary fitness program will be available for sign-up twice a year, between June 1" and June 30`" and December I" and December 3 1 " of each year. Members are responsible for providing proof of participation that documents participation the physical fitness program of their choice at least once within any seven (7) day period, excluding time used for vacation or extended sick leave. Participating members must agree to allow the fitness facility to release individual goals, progress and participation dates to the employer on a monthly basis. Participating members working out while not on duty are not covered by Worker's Compensation. Should a participating member not take part in his/her physical fitness program at least once within any seven (7) day period, excluding time used for vacation or extended sick leave, that member shall not be eligible for that month's reimbursement. Section 3. Reimbursements shall be made through payroll applicable taxes will be withheld. In order to be eligible for the quarterly reimbursement members must provide proof of participation by the 15th of the month following the end of each calendar quarter. • July/August/September proof of participation due by October 15th • October/November/December proof of participation due by January 15th • January/February/March proof of participation due by April 15th • April/May/June proof of participation due by July 15th 55 ARTICLE 35 WELLNESS PROGRAM (continued) Section 4. This section provides an incentive to Owasso Police Officers to actively participate in a voluntary Physical Fitness Program. The program will utilize the Cooper's Fitness Test. The test involves five (5) categories that measure varied aspects of fitness utilized in the performance of Police duties. Each category provides ways for the Officer to accumulate points which are calculated to determine eligibility for the incentive award. Members of the Bargaining Unit who voluntarily participate in the Physical Fitness Program and test in at least three categories will be credited with two comp hours. 1. The Cooper Fitness Test will be administered bi-annually in October and April. The points will be calculated from five (5) categories with point values based on the Cooper Fitness Test. The points and record forms will be maintained by a designated OPD Fitness Coordinator selected by the Chief of Police. The forms will be agreed upon by the Lodge and Chief of Police. 2. The incentive program involves an awards program with three categories. The categories are "Gold Award" which requires 40 points, the "Silver Award" which requires 35 points and the "Bronze Award" which requires 30 points. A. The "Gold Award" = sixteen (16) vacation hours, the "Silver Award" = ten (10) vacation hours and the "Bronze Award" = six (6) vacation hours. W1 SHIFT DIFFERENTIAL The City will establish a shift differential pay to all officers that have bid to work "Shift Two" (Night Shift). The amount will be an additional $1.00 (one dollar), added to the base rate of officers assigned to "Shift Two' (Night Shift). 57 ARTICLE 37 NEPOTISM Section 1. Individuals who are close relatives or who are engaged in a personal relationship may be employed subject to the following restrictions: 1. Employees are prohibited from directly supervising (to include working out of class) and/or occupying a position in the line of supervision or being directly supervised by any other employee who is a close relative or with whom they have a personal relationship, unless otherwise directed by the Chief of Police. If circumstances require that such a supervisor/subordinate relationship exist temporarily, the supervisor shall make every reasonable effort to defer matters pertaining to the involved employee to an uninvolved supervisor. 2. Employees are prohibited from participating in, contributing to, or recommending employment, promotions, assignments, performance evaluations, transfers, or other personnel decisions, including internal investigations, discipline, and/or counseling affecting an employee who is a close relative or with whom they have a personal relationship. 3. Field Training Officers (FTOs) will not be assigned to directly field train close relatives or persons with whom they are involved in a personal relationship. FTOs are prohibited from entering into or maintaining a personal relationship with any employee they are assigned to field train until such time the training has been successfully documented as complete and the employee is off probationary status. Section 2. Upon being notified of or otherwise becoming aware of any circumstance that could result in or constitute an actual or potential violation of the Nepotism article, the Chief of Police may take reasonable steps to mitigate or avoid such violations. Supervisors shall also be responsible for promptly notifying the Chief of Police of such actual or potential violations through the chain of command. Section 3. Before entering into any personal relationship or other circumstance that the employee or supervisor knows or reasonably should know could create a conflict of interest or other violations of this agreement, the involved employee or supervisor shall notify the next highest uninvolved supervisor. Potential conflicts of interest include shift assignments, specialty units, and any other reasonable situation in which a conflict of interest could arise. The Chief of Police may take reasonable measures to mitigate or avoid such violations, up to and including shift or unit reassignment. Section 4. In the event that the only available shift or unit for a lower -seniority officer would be on the same shift or unit as a close relative or someone with whom they are engaged in a personal relationship, who is in a supervisory role, the Chief of Police reserves the right to transfer or reassign the lower -seniority officer involved to another shift or unit within the same classification. Efforts shall be made to cause the least amount of disruption to seniority rights; therefore, re -assignment is limited to the person associated with the relative or personal relationship and the lowest senior officer within the department that is assigned to a different shift. 61.1 ARTICLE 37 NEPOTISM (continued) Section 5. For the purpose of this article, close relatives refer to persons related by marriage, blood, or adoption within the third degree, including spouses, parents, siblings, children, uncles, aunts, nephews, nieces, grandparents, grandchildren, half -siblings, great-grandparents, great- grandchildren, granduncles, grandaunts, grandnephews, grandnieces, first cousins, half -uncles, half -nieces, half -nephews, and others who are within three generations from a common ancestor. Step relationships, in-laws, and adoptions are considered within the same degree as those by blood. There are no bars to employment or restrictions for familial relationships beyond the third degree. Section 6. A personal relationship refers to former spouses, domestic partnerships, cohabitation, co -parenting, dating, or any other intimate relationship beyond mere friendship or a solely professional relationship, including but not limited to, romantic or passionate attachment or sexual activity, ranging from casual to committed. Cohabitation in this sense refers to the state of living together being involved in a romantic or intimate personal relationship without being married and not merely the state or fact of living or existing in the same place, at the same time. 59 � Sd TO: The Honorable Mayor and City Council FROM: Michele Dempster, Senior Director SUBJECT: First Responders Support Services (FRSS) Renewal Agreement DATE: June 11, 2026 BACKGROUND: In July 2017, the City of Owasso entered into an agreement with First Responder Support Services, PLLC (FRSS) to provide behavioral health services for Emergency Responders, including Police, Fire, Dispatch, Animal Control, and Police civilian personnel. In June 2023, the City Council approved a Master Services Agreement to continue these services, which has been renewed annually. To maintain this support, City Council approval is required for the renewal agreement. Fiscal year-to-date statistics through May 2026 reflect a continued utilization of services, with 59 active clients, 14 of whom were new participants, accounting for a total of 519 direct service (counseling) hours. In addition to counseling services, FRSS conducts annual training sessions available to all eligible personnel. This fiscal year, training topics included sleep and its impact on well-being and Peer Support team training. Approval of the Third Renewal Agreement with FRSS will continue the following services: • Unlimited number of hours of self -referred counseling services for Firefighter Medics, Police Officers, Police civilian personnel, and their immediate family members • Annual education and/or training services • Consultative services, including but not limited to, Critical Incident and Peer Support Teams FUNDING: The cost to continue services for Fiscal Year 2026-2027 is $55,980, an increase of $4,970. Funding for this expense is included in the Fiscal Year 2026-2027 Healthcare Self -Insurance Fund budget. The last rate increase was July 1, 2023, RECOMMENDATION: Staff recommends approval of the Third Renewal Agreement with First Responder Support Services, PLLC, of Tulsa, Oklahoma, in the amount of $55,980, and authorization to execute all necessary documents. ATTACHMENT: FRSS Third Renewal Agreement for FY 2026-2027 THIRD RENEWAL AGREEMENT THIS THIRD RENEWAL AGREEMENT is effective July 1, 2026, and made by and between the CITY OF OWASSO, OKLAHOMA, a municipal corporation, 200 S. Main, Owasso, Oklahoma, 74055 ("City") and, FIRST RESPONDER SUPPORT SERVICES, a Professional Limited Liability Company, 1612 Harvard, Tulsa, Oklahoma 74112 ("FRSS"). WITNESSETH: WHEREAS, the parties entered into a Master Services Agreement (the "Agreement") dated June 20, 2023, relating to Behavioral Health Services for the City Police and Fire Departments. Said Agreement covers the period of time commencing July 1, 2023, to and including June 30, 2024; and WHEREAS the parties entered into a FIRST RENEWAL AGREEMENT renewing and extending the term of the Agreement for the period July 1, 2024, to and including June 30, 2025; and WHEREAS the parties entered into a SECOND RENEWAL AGREEMENT renewing and extending the term of the Agreement for the period July 1, 2025, to and including June 30, 2026; and WHEREAS, the parties desire to renew the Agreement for an additional one (1) year period as set forth in SECTION IV —TERMS OF AGREEMENT; and NOW THEREFORE, the parties agree to renew and extend the tern of the above - described Agreement for the period July 1, 2026, to and including June 30, 2027, all according to the terms, covenants, and conditions set forth in the original Agreement between the parties, except as amended by the following provision: SECTION III - METHOD OF PAYMENT: In consideration for the Services provided to the Departments, the City shall pay to FRSS for the period July 1, 2026, to and including June 30, 2027, the total sum of $55,980.00 in two payments of $27,900.00 due on July 31, 2026, and January 31, 2027, or twelve equal payments in the amount of $4,665.00 due monthly with the first payment due on July 15, 2026. IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date set forth above for the term stipulated herein. "City" "FRSS" City of Owasso, First Responder Support Services, PLLC a Municipal Corporation 14 By: B7: Dana L. Mugavero Dr. Paul Loving, Mayor Managing Member Title: rnsv PUL MIN, -RUL C,.vxNr RVicemmunry TO: The Honorable Mayor and City Council FROM: Carly Novozinsky, Finance Director SUBJECT: Supplemental Appropriations Fiscal Year End DATE: June 11, 2026 BACKGROUND: The City of Owasso operates under the provisions of the Municipal Budget Act. In accordance with the Budget Act, all funds of the City with revenues and expenditures are required to have annual budgets. Expenditures may not legally exceed the appropriation or budget within a department or a fund. The City Manager has the authority to transfer appropriations between line items within a department or to transfer appropriations between departments within the same fund. An increase in total appropriations in a fund requires City Council approval. The Trust Authorities, Owasso Public Works Authority (OPWA) and Owasso Public Golf Authority (OPGA), are required to prepare an annual budget and submit a copy to the City as beneficiary of the Trust. However, there are no further requirements, such as a legal restriction on spending. GENERAL FUND SALES TAX REVENUE AND TRANSFER: Under the pledged revenue requirements of the OPWA bond indentures, the City transfers three cents of its sales tax collections to the OPWA Fund. The OPWA then transfers two cents of the sales tax, less payback agreements, back to the General Fund and transfers one cent of the sales tax, less debt service, to the Capital Improvements Fund. The General Fund sales tax collections for the year are projected to total approximately $34.8 million,. which is more than the budgeted revenue. Due to the excess sales tax revenue in the General Fund, the sales tax transfers to and from the OPWA Fund will exceed budget. PROPOSED ACTION: A budget amendment in the amount of $850,000 is requested to allow for the transfer of unexpected tax revenues and to ensure compliance with the voter -approved sales tax ordinance. TAX INCREMENT FINANCING (TIF) FUND SALES AND PROPERTY TAX REVENUE AND TRANSFER: TIF sales tax and property tax revenues are expected to exceed budget by approximately $300,000 for the year. Because revenues generated by the TIF District are required to be deposited into the TIF Fund and then transferred to the OPWA for expenditure, a budget amendment is needed to comply with the obligations of the TIF District. Supplemental Appropriations Fiscal Year End Page 2 PROPOSED ACTION: A budget amendment in the amount of $300,000 is requested to allow for the transfer of excess TIF tax revenues and to ensure compliance with the voter -approved TIF ordinance. SENIOR CENTER FUND REVENUE AND EXPENDITURES: In May 2026, City Council accepted a donation of $478,234 from the Owasso Golden. Agers Foundation. These funds are restricted to senior programs, including the future construction, development, or renovation of a building for the purpose of providing senior programs. To ensure these funds will be restricted for these purposes, a separate fund has been created. PROPOSED ACTION: A budget amendment in the amount of $478,234 is requested for expenses related to senior programming. HALF -PENNY SALES TAX FUND (POLICE) REVENUE AND EXPENDITURES• In June 2026, the Cherokee Nation donated $10,000 to the City of Owasso Police Department. The donation is part of the Cherokee Nation's initiative to be good partners within the community by aiding worthwhile causes that provide valuable services to the community and Cherokee Nation citizens. The donated funding will be utilized to support police department operations. PROPOSED ACTION: A budget amendment in the amount of $10,000 is requested for expenses related to police department operations. RECOMMENDATION: Staff recommends approval of increases in estimated revenues and appropriations for expenditures in the following amounts: • General Fund $ 850,000 • Tax Increment Financing (TIF) Fund 300,000 • Senior Center Fund 478,234 • Half -Penny Sales Tax Fund (Police) 10,000 TO: The Honorable Mayor and City Council FROM: Carly Novozinsky, Finance Director SUBJECT: Resolution 2026-11, FY 2026-2027 Annual Operating Budget DATE: June 11, 2026 BACKGROUND: Pursuant to statutory and Charter provisions, an annual operating budget for the General Fund, Owasso Public Works Authority (OPWA) Fund, Owasso Public Golf Authority (OPGA) Fund and other funds has been developed and was transmitted for City Council review on May 5, 2026. The proposed budget was discussed during the May and June work sessions. Printed copies of the proposed budget have been available for public viewing at City Hall and on the City's website. Resolution 2026-11 provides for the adoption of a fiscal year budget for the City of Owasso, Oklahoma. PUBLIC HEARING: On May 21, 2026, and May 28, 2026, legal notices of the public hearing were published in the Tulsa Beacon. The public hearing was conducted on June 2, 2026, and provided opportunity for citizen comment and questions related to the proposed budget. There were no citizen comments provided. RECOMMENDATION: Staff recommends approval of Resolution 2026-1 1, adopting the Fiscal Year 2026-2027 Budget for the General Fund and Other Funds as established by the Owasso City Council. ATTACHMENT: Resolution 2026-11 CITY OF OWASSO, OKLAHOMA RESOLUTION 2026-11 A RESOLUTION PROVIDING FOR THE ADOPTION OF AN ANNUAL BUDGET FOR FISCAL YEAR 2026-2027 FOR THE GENERAL FUND AND OTHER FUNDS AS ESTABLISHED BY THE OWASSO CITY COUNCIL; ESTABLISHING LEVELS OF EXPENDITURES BY DEPARTMENT AND ESTABLISHING BUDGET AMENDMENT AUTHORITY AS PROVIDED BY STATUTE; AND ESTABLISHING AN EFFECTIVE DATE WHEREAS, The City of Owasso has adopted the provisions of the Oklahoma Municipal Budget Act (the Act); and, WHEREAS, A budget for the fiscal year ending June 30, 2027 (FY 2026-2027) consistent with the Act has been prepared; and, WHEREAS, The Act provides for the City Manager, or designee, to transfer any unexpended, unencumbered appropriation from one department to another within the same fund; and, WHEREAS, The budget has been formally presented to the Owasso City Council at least 30 days before the start of the fiscal year in compliance with the Act; and, WHEREAS, The Owasso City Council published notice of a Public Hearing and conducted the Public Hearing on June 2, 2026, in compliance with the Act. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, THAT: The City Council of the City of Owasso does hereby adopt the FY 2026-2027 Budget with total resources available in the amount of $111,272,601 and total fund/departmental appropriations in the amount of $112,190,960; legal appropriations are hereby established as shown on "Attachment A" for each fund and department; and, The June 30, 2026, encumbrances and unexpended appropriation balances for capital projects in the Vision Recapture Fund, the Transportation Tax Fund, the Half -Penny Sales Tax Fund, the Capital Improvements Fund, the Ambulance Capital Fund, the Ambulance Service Fund, the Emergency Siren Fund, the Park Development Fund, the Stormwater Management Fund, the Federal Grants Fund and the Capital Improvement Grants Fund be hereby re -appropriated to the some funds, accounts and for the some purposes for Fiscal Year 2026-2027 unless the project or purpose is designated or declared closed or completed, provided that fund balances in each respective fund is equal to or greater than the amounts to be re -appropriated; and, The Sinking Fund Schedules for June 30, 2026, and Sinking Fund Estimate of Needs for Fiscal Year Ending June 30, 2027, are hereby approved to be filed with the County Excise Board; and, The effective date of this Resolution shall be July 1, 2026 ATTEST: Juliann M. Stevens, City Clerk APPROVED AS TO FORM: Julie Lombardi, City Attorney PASSED AND APPROVED this 16th day of June 2026. Dr. Paul Loving, Mayor Owasso City Council Resolution No. 2026-11 ATTACHMENT "A" BUDGET SUMMARY - FISCAL YEAR 2026-2027 Aoorooriation by_Fund & Department General Fund Municipal Court $ 445,340 General Fund Managerial 1,485,699 General Fund Finance 1,148,382 General Fund Human Resources 737,876 General Fund General Government 703,937 General Fund Information Technology 2,035,119 General Fund Facility Maintenance 1,374,829 General Fund Community Development 1,317,749 General Fund Police Services 11,339,790 Half Penny Sales Tax Fund Police Services 2,622,263 General Fund Emergency Communications 509,145 General Fund Animal Control 452,163 General Fund Fire Services 9,400,000 Half Penny Sales Tax Fund Fire Services 3,340,368 General Fund Emergency Preparedness 177,762 General Fund Engineering 1,208,533 Half Penny Sales Tax Fund Streets 3,237,268 General Fund Stormwater 657,066 General Fund Cemetery 126,767 General Fund Parks 1,572,121 General Fund Recreation & Culture 645,268 General Fund Community Center 417,077 General Fund Historical Museum 39,950 General Fund Economic Development 94,250 General Fund Interfund Transfers Out 37,650,487 Ambulance Service Fund Ambulance Operations 2,607,224 Ambulance Capital Fund Ambulance Operations 781,867 E-911 Fund Police Communications 1,872,107 Cemetery Care Fund Cemetery 2,000 Emergency Siren Fund Emergency Preparedness 23,200 Hotel Tax Fund Economic Development 281,350 Hotel Tax Fund Strong Neighborhoods 251,555 Stormwater Management Fund Stormwater 2,188,390 Opioid Settlement Fund General Government 200,000 Tax Incremental Financing Fund TIF Interfund Transfer Out 815,499 Vision Tax Fund Vision Streets Projects 160,723 Park Development Fund Capital Projects 50,000 Capital Improvements Fund Capital Projects 5,411,329 Transportation Tax Fund Capital Projects 1,000,000 Fleet Maintenance Fund Fleet Maintenance 1,157,507 Self -Insurance Fund General Government 12,649,000 Total Appropriations $ 112,190,960 TO: FROM: SUBJECT: DATE: BACKGROUND: The Honorable Mayor and City Councilors Alexa Beemer, AICP, Planning Manager Ordinance 1249 - Adoption of Proposed Zoning Code Amendments June 11, 2026 • The Owasso Zoning Code is one of the main mechanisms regulating land use and development within city limits. • The Zoning Code requires periodic amendments to address changing standards, technology, and overall community needs. The last amendment to the Zoning Code occurred in 2019 under Ordinance 1152, which added regulations to Chapter 10 ("Overlay Districts") regarding separations between certain uses. o The last comprehensive Code update, affecting multiple chapters, occurred in 2018 under Ordinance 1131. • The GrOwasso 2035 Land Use Master Plan, adopted in 2022 under Resolution 2022-12, called for a review of the city's regulatory documents, including the Owasso Zoning Code. o Specifically, the "Land Use" Plan Element contains two sub -goals related to Zoning Code review. • One sub -goal involved an audit to identify ways to streamline processes for "missing -middle" housing development. • The other sub -goal outlined a broader audit to bring the Code closer to recognized best planning practices. PROCESS: • Community Development staff began a full review of all portions of the current Zoning Code in mid-2024, incorporating a concurrent review of planning literature and peer community codes within Oklahoma. o The audit and subsequent drafting were completed entirely in-house, representing hundreds of staff hours. o A consolidated list of potential updates was created based on staff's findings from the audit. Most amendments addressed goals from the GrOwasso 2035 Land Use Master Plan, including removing barriers to housing or codifying internal policies or best practices. o An abbreviated version of the proposed updates was presented to the Owasso Planning Commission at the December 8, 2025, regular meeting, after which staff received extensive feedback from one Commission member. • Staff then drafted proposed amendments to all 21 chapters of the Zoning Code and the appendices. Drafting concluded in early 2026. Page 2 Ordinance 1249: Proposed Zoning Code Amendments PUBLIC INPUT: • A red -lined draft of the Zoning Code was posted to the City's website in mid -March with a survey for public feedback. This feedback survey remained open until June 1st. o Staff received no feedback from the public via this survey. • Two public input meetings were held at City Hall: o March 23, 2026: 1 attendee (a Planning Commissioner) o April 2, 2026: 1 attendee (a different Planning Commissioner) o Feedback was generally supportive of the proposed changes; both Commissioners asked procedural questions about the document and offered insight into why they felt certain changes were needed. • One public hearing was held during the April 13, 2026, Regular Planning Commission meeting. No one spoke regarding the proposed amendments to the Code. • The Owasso Planning Commission and City Council both reviewed and discussed the draft Zoning Code at their regular meetings in April and May of this year. • Staff conducted a number of individual meetings with Planning Commissioners and City Councilors, at their request, to discuss the proposed amendments. • No substantial changes or additional amendments have been introduced since the May City Council worksession meeting. SUMMARIZED PROPOSED AMENDMENTS TO THE ZONING CODE: • Overall Use Case Updates: o Codify the existing cumulative approach to allowed uses, whereby uses permitted in less intense districts are allowed by -right in more intense districts (e.g., Office (0) uses allowed in Commercial Shopping (CS). o Designate Residential Mobile Home Park (RMH), Commercial General (CG), Commercial Heavy (CH), and Industrial Heavy (IH) districts as legacy districts with no new rezonings after adoption of the updated Code. Amend relevant affected Sections of the Code to reflect this change. • Housing/Residential Development o Align definitions of what constitutes "single-family" housing with those seen in the International Residential Building Code (IRC). o Remove the Planned Unit Development (PUD) requirement for all multi -family developments, unless exceeding maximum density allowances in that given zoning district or being true mixed -use. o Reduce minimum lot widths and sizes for single-family zoning districts to increase flexibility in neighborhood design. o Increase maximum residential accessory structure footprint from 500 to 1,000 square feet. • Design Standards: o Remove minimum lot width requirements in all commercial zoning districts. Page 3 Ordinance 1249: Proposed Zoning Code Amendments o Add language regulating site design, landscaping, screening, and fapade materials in the Public Facilities (PF) zoning district. o Clarify site plan review process and requirements. o Revise design standards for multi -family developments in light of potential changes to PUD requirements. o Codify temporary use allowances for all zoning districts, and revise Temporary Use Permit (TUP) requirements to align with new State food truck laws and temporary storage needs. • Telecoms and Alternative Energy. o Add general use and design regulations for solar panels, battery energy storage systems (BESS), and electric vehicle (EV) charging stations. • Parking: o Require bike racks for all new developments, except single-family uses. o Add regulations for on -street public parking stalls to mirror current off-street parking regulations. o Allow EV charging station spots to count towards minimum parking requirements. o Incentivize shared -parking or low -impact design principles to reduce minimum requirements. o Remove restriction on tent sales/small special events in private parking lots that permitted only two such events per calendar year, as defined in Ch. 16. • Signage: o Add temporary signage regulations, including allowances, design standards, and permitting processes. o Revise relevant sections to align with current signage case law. • Clarifying Updates: o Improve grammar, clarity, and consistency for easier public understanding. o Revise or remove vague, conflicting, or outdated provisions. o Update and renumber visual aids, drawings, and tables. o Revise Definitions sections as needed. o Consolidate non -conformity language into one chapter and all screening requirements into another. RECOMMENDATION: Staff recommends adoption of Ordinance 1249. ATTACHMENT: Ordinance 1249 with Clean Copy- Proposed Owasso Zoning Code Attachment CITY OF OWASSO, OKLAHOMA ORDINANCE 1249 AN ORDINANCE RELATING TO PART 12, PLANNING, ZONING, AND DEVELOPMENT OF THE CODE OF ORDINANCES OF THE CITY OF OWASSO, OKLAHOMA, REPEALING CHAPTER 2 ZONING REGULATIONS, IN ITS ENTIRETY AND ENACTING A NEW CHAPTER 2, ZONING CODE OF THE CITY OF OWASSO, ADOPTING BY REFERENCE REGULATIONS FOR THE USE OF LAND, BUILDINGS, SITES, AND STRUCTURES WITHIN THE CITY LIMITS OF THE CITY OF OWASSO, OKLAHOMA; REPEALING ALL ORDINANCES IN CONFLICT; AND PROVIDING FOR CODIFICATION WHEREAS, Title 11, Oklahoma Statutes, Section 43-101 et seq. empowers the City to engage in Comprehensive Planning and Zoning and to enact suitable ordinances carrying out the purposes of said acts; and, WHEREAS, the Owasso City Council deems it necessary for promoting the health, safety, and general welfare of the community to enact ordinances regulating the use of land, buildings, sites, and structures within Owasso and amend such regulations as needed. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, THAT TO WIT: SECTION 1. Part 12, Planning, Zoning, and Development, Chapter 2, Zoning Regulations, Section 12-201, Zoning Regulations Adopted of the Owasso Code of Ordinances, is hereby repealed in its entirety. SECTION 2. A new Chapter 2, Zoning Regulations, Section 12-201, Zoning Regulations Adopted, is hereby enacted to read as follows: Chapter 2 Zoning Regulations Section 12-201 Zoning Regulations Adopted For the purposes of promoting the health, safety, and general welfare, and to encourage the development of the community, the Zoning Code of the City of Owasso, Oklahoma, referred to as the "Owasso Zoning Code" or "Zoning Code", and the whole thereof, as full as if set out at length herein, shall be controlling within the corporate limits of the City. The Owasso Zoning Code contains the following chapters and appendices: Chapter 1 TITLE, PURPOSES, INTERPRETATION, AND JURISDICTION Chapter 2 GENERAL PROVISIONS Chapter 3 AGRICULTURE DISTRICT PROVISIONS Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8 Chapter 9 Chapter 10 Chapter 11 Chapter 12 Chapter 13 Chapter 14 Chapter 15 Chapter 16 Chapter 17 Chapter 18 Chapter 19 RESIDENTIAL DISTRICT PROVISIONS OFFICE DISTRICT PROVISIONS COMMERCIAL DISTRICT PROVISIONS INDUSTRIAL DISTRICT PROVISIONS PUBLIC FACILITIES DISTRICT PROVISIONS PLANNED UNIT DEVELOPMENTS OVERLAY DISTRICTS SITE DESIGN STANDARDS PARKING REQUIREMENTS NON -CONFORMITIES ENFORCEMENT ZONING CODE AND ZONING MAP AMENDMENTS SPECIFIC USE AND TEMPORARY USE PERMITS TELECOMMUNICATION TOWERS AND ALTERNATIVE ENERGY SYSTEMS SIGNS LANDSCAPING, SCREENING, AND FENCING REQUIREMENTS Ordinance 1249 Page i of 2 Chapter 20 OUTDOOR LIGHTING Chapter 21 ACCESS GATES FOR GATED COMMUNITIES Definitions Appendix A OWASSO PLANNING COMMISSION Appendix B OWASSO BOARD OF ADJUSTMENT SECTION 3. REPEALER All ordinances or parts of ordinances in conflict with this ordinance are repealed to the extent of conflict only. SECTION 4. SEVERABILITY If any part or parts of this ordinance are deemed unconstitutional, invalid, or ineffective, the remaining portion shall not be affected but shall remain in full force and effect. SECTION 5. DECLARING AN EFFECTIVE DATE The provisions of this ordinance shall become effective thirty (30) days from the date of final passage as provided by state law. SECTION 6. CODIFICATION The above shall be amended and codified in Part 12, Planning, Zoning, and Development, Chapter 2, Zoning Regulations, of the Owasso Code of Ordinances. PASSED AND ADOPTED this 16t" day of June, 2026. Dr. Paul Loving, Mayor ATTEST: Juliann M. Stevens, City Clerk (SEAL) APPROVED AS TO FORM: Julie Lombardi, City Attorney Ordinance 1249 Page 2 of 2 TO: The Honorable Mayor and City Council FROM: H. Dwayne Henderson, P.E., City Engineer SUBJECT: Contract Award for 2026 High Density Mineral Bond Street Rehabilitation Program DATE: June 11, 2026 BACKGROUND: • High Density Mineral Bond is a product placed on asphalt roads before the oil starts to separate due to air exposure, sealing in the oil and allowing the pavement to remain flexible. Protecting asphalt from exposure to air will extend the service life of asphalt for 7-10 years. The product cures within eight hours of application and does not streak over time. As part of the 2026 Street Rehabilitation Project, five (5) neighborhoods and one (1) collector road were selected for this application. They are the following: o Champions East o Champions West o Three Lakes (Various streets - aka: Three Lakes Loop) o Mingo Crossing o North 1 10th East Avenue and North 103rd Street North (Bailey Medical Center Accesses) o Carrington II • Two (2) additive alternates were included in the bidding in case the extra work fit the budget this year. These two areas are previously overlaid streets in the Elm Creek and Double Oaks subdivisions that are ready for treatment. BID ADVERTISEMENT: In April of 2026, engineering staff, in accordance with state law, advertised the project in the Tulsa World on May 6th and May 13rh. A pre -bid meeting was held on May 28rh. The bid opening was held on June 4rh and one (1) bid was received. The bidder was Holbrook Asphalt, LLC, Base Bid Items Quantity Holbrook Bid Engineer Estimate Mobilization 1 $11,729.70 $20,000 Pavement Treatment 52589 $225,606.81 $220,873.80 Traffic Control 1 $15,980 $15,000 Shuttle Service 1 $15,000 $20,000 4" Yellow Traffic Stripe 1939 $3,044.23 $3,393.25 4" White Traffic Stripe 2124 $3,334,68 $3,717.00 8" White Traffic Stripe 97 $273.54 $339.50 24" White Traffic Stripe 23 $294.86 $241.50 White Paint Arrows/Symbols 8 $1,250 $4,000.00 Project Allowance 1 $20,000 $20,000 Total $296,513.82 $307,565.05 Add Alt A Bid Items Quantity Holbrook Bid Engineer Estimate Mobilization 1 $870.42 $2,000 Pavement Treatment 13332 $54,527.88 $55,994.40 Traffic Control 1 975 $2,000 Shuttle Service 1 $1,500 $2,000 4" Yellow Traffic Stripe 60 $94.20 42 8" White Traffic Stripe 12 $33.84 $3.50 Bid Award Page 2 Total $58,001.34 $62,141.40 Add Alt B Bid Items Quantity Holbrook Bid Engineer Estimate Mobilization 1 $863.42 $2,000 Pavement Treatment 13251 $54,196.59 $55,654.20 Traffic Control 1 975 $2,000 Shuttle Service 1 $1,500 $2,000 Total $57,535.01 $61,654.20 Total Project Bid $412,050.17 $431,360.65 FUNDING: Funding is available in the Capital Improvement and Streets Fund. RECOMMENDATION: Staff recommends awarding the contract to Holbrook Asphalt, LLC of Saint George, Utah, in the amount of $412,050.17 and authorizing the execution of the necessary documents. ATTACHMENTS: Agreement Location Map SECTION 00300 AGREEMENT THIS AGREEMENT is dated as of the 16th day of June, 2026, by and between City of Owasso (hereinafter called OWNER) and Holbrook Asphalt, LLC (hereinafter called CONTRACTOR). OWNER and CONTRACTOR, in consideration of the mutual covenants hereinafter set forth, agree as follows: ARTICLE 1. WORK CONTRACTOR shall complete all Work as specified or indicated in the Contract Documents. The Work is generally described as 2026 HIGH DENSITY MINERAL BOND STREET REHABILITATION PROGRAM - Placement of high -density mineral bond pavement preservative on select streets within the Champions East, Champions West, Mingo Crossing, Carrington II subdivisions. Also included are the Bailey Medical accesses from the north and south, as well as the Three Lakes Loop (asphalt paving only) south of E. 86' Street North between N. 117th East Ave and N. 1211t East Ave. ARTICLE 2. ENGINEER The project has been assigned to the Project Manager or his/her duly authorized representative, who is hereinafter called ENGINEER and who will assume all duties and responsibilities and will have the rights and authority assigned to ENGINEER in the Contract Documents in connection with the completion of the Work in accordance with the Contract Documents. ARTICLE 3. CONTRACT TIME 3.1 The Work will be substantially completed within Thirty (30) calendar days from the date of Notice to Proceed; and completed and ready for final payment in accordance with the General Conditions within Sixty (60) calendar days from the date of Notice to Proceed, which will be on or before 3.2 Liquidated Damages. OWNER and CONTRACTOR recognize that time is of the essence of this Agreement and that OWNER will suffer financial loss if the Work is not substantially complete within the time specified in paragraph 3.1 above, plus any extensions thereof allowed in accordance with the General Conditions. They also recognize the delays, expense and difficulties involved in proving in a legal or arbitration proceeding the actual loss suffered by OWNER, if the Work is any such proof. OWNER and CONTRACTOR agree that as liquidated damages for delay (but not as a penalty) CONTRACTOR shall pay OWNER One Thousand Dollars ($1000.00) for each consecutive calendar day that expires after the time specified in paragraph 3.1 for substantial completion until the Work is substantially complete. After Substantial Completion, if CONTRACTOR shall neglect, refuse or fail to complete the Page 1 of 6 remaining Work within the time specified in paragraph 3.1 for completion and readiness for final payment or any proper extension thereof granted by OWNER, CONTRACTOR shall pay OWNER One Thousand Dollars ($1000.00) for each consecutive calendar day that expires after the time specified in paragraph 3.1 for completion and readiness for final payment. ARTICLE 4. CONTRACT PRICE 4.1 OWNER shall pay CONTRACTOR for performance of the Work in accordance with the Contract Documents in current funds the amount agreed upon in CONTRACTOR'S bid. 4.2 CONTRACTOR understands that the estimated quantities are not guaranteed and that the determination of actual quantities and their classification is to be made by the OWNER at the time of application for payment. 4.3 CONTRACT AMOUNT: Contract amount is Four Hundred Twelve thousand fifty dollars and 17/100 ($412,050.17 ). ARTICLE 5. PAYMENT PROCEDURES CONTRACTOR shall submit Applications for Payment in accordance with the General Conditions on the Pay Estimate Forms included as Exhibit "A" to this Agreement. Applications for Payment will be processed by OWNER as provided in the General Conditions. 5.1 Progress Payments. OWNER shall make progress payments on account of the Contract Price on the basis of CONTRACTOR's Applications for Payment in accordance with the City of Owasso's Payment Schedule included as Exhibit "B" to this Agreement during construction as provided below. All progress payments will be on the basis of the progress of the Work. 5.1.1 Progress payments shall not exceed an amount equal to 95% of the WORK completed until such time as CONTRACTOR shall complete in excess of fifty percent (50%) of the contract amount. 5.1.2 Upon completion in excess of fifty percent (50%) of the total contract amount, OWNER shall pay an amount sufficient to increase total payments to CONTRACTOR to 97.5% of the Contract Price, less such amounts as OWNER shall determine in accordance with the General Conditions, provided that OWNER has determined that satisfactory progress is being made, and upon approval by the Surety. 5.2 Final Payment. Upon final completion and acceptance of the Work in accordance with the General Conditions, OWNER shall pay the Contract Price. ARTICLE 6. CONTRACTOR'S REPRESENTATIONS In order to induce OWNER to enter into this Agreement, CONTRACTOR makes the following representations: Page 2 of 6 6.1 CONTRACTOR has familiarized himself/herself with the nature and extent of Contract Documents, Work, locality, and with all local conditions and federal, state and local laws, ordinances, rules and regulations that in any manner may affect cost, progress or performance of the Work. 6.2 CONTRACTOR has studied carefully all reports or explorations and tests of subsurface conditions at or contiguous to the site and all drawings of physical conditions in or relating to existing surface or subsurface structures at or contiguous to the site (except underground facilities) which have been identified in the Supplementary Conditions as provided in the General Conditions. Contractor accepts the determination set forth in the General Conditions of the extent of the "technical data" contained in such reports and drawings upon which Contractor is entitled to rely. Contractor acknowledges that such reports and drawings are not Contract Documents and may not be complete for Contractor's purposes. Contractor acknowledges that Owner and Engineer do not assume responsibility for the accuracy or completeness of information and data shown or indicated in the Contract Documents with respect to underground facilities at or continuous to the site. Contractor has obtained and carefully studied (or assume responsibility for having done so) all such additional supplementary examinations, investigations, explorations, tests, studies and data concerning conditions (surface, subsurface and underground facilities) at or contiguous to the site or otherwise which may affect cost, progress, performance or furnishing of the Work or which relate to any aspect of the means, methods, techniques, sequences and procedures of construction to be employed by Contractor, and safety precautions and programs incident thereto. Contractor does not consider that any additional examinations, investigations, explorations, tests, studies, or data are necessary for the performance and furnishing of the Work at the Contract Price, within the Contract Times and in accordance with the other terms and conditions of the Contract Documents. 6.3 CONTRACTOR has made or caused to be made examinations, investigations, tests and studies of such reports and related data in addition to those referred to in paragraph 6.2 as (s)he deems necessary for the performance of the Work at the Contract price, within the Contract Time and in accordance with the other terms and conditions of the Contract Documents; and no additional examinations, investigations, tests, reports or similar data are or will be required by CONTRACTOR for such purposes. 6.4 CONTRACTOR has reviewed and checked all information and data shown or indicated on the Contract Documents with respect to existing Underground Facilities at or contiguous to the site and assumes responsibility for the accurate location of said Underground Facilities. No additional examinations, investigations, explorations, tests, reports, studies or similar information or data in respect of said Underground Facilities are or will be required by CONTRACTOR in order to perform and furnish the Work at the Contract Price within the Contract Time and in accordance with the other terms and conditions of the Contract Documents, including the General Conditions. 6.5 CONTRACTOR has correlated the results of all such observations, examinations, investigations, tests, reports and data with the terms and conditions of the Contract Documents. Page 3 of 6 6.6 CONTRACTOR has given OWNER written notice of all conflicts, errors or discrepancies that he has discovered in the Contract Documents, and the written resolution thereof by OWNER is acceptable to CONTRACTOR. 6.7 CONTRACTOR has obligated himself/herself to the OWNER to be responsible for the workmanship, labor and materials used in the project for two (2) years after the project has been accepted by the OWNER. 6.8 CONTRACTOR understands that (s)he will be exempt from all sales tax on materials and other items necessary for the completion of the project. The OWNER has issued him a Certification of Tax Exempt Project enclosed as Exhibit "C" of this Agreement. ARTICLE 7. CONTRACT DOCUMENTS The Contract Documents which comprise the entire agreement between OWNER and CONTRACTOR are attached to this Agreement, made a part hereof, and consist of the following: 7.1 This Agreement (pages 1 to 6 inclusive). 7.2 Exhibits "A", "B", "C" and "D" to this Agreement. 7.3 Advertisement for Bids (Section 00100). 7.4 Requirements for Bidders (Section 00110). 7.5 Instructions to Bidders (Section 00120). 7.6 Bid (Section 00200). 7.7 Bid Bond (Section 00210). 7.8 Bid Affidavits (Section 00220). 7.9 Statement of Bidders Qualifications (Section 00230). 7.10 Certificate of Non -Discrimination (Section 00240). 7.11 Performance Bond (Section 00410). 7.12 Maintenance Bond (Section 00420). 7.13 Statutory payment Bond (Section 00430). 7.14 Notice of Award (Section 00510). 7.15 Notice to Proceed (Section 00520). Page 4 of 6 7.16 Change Order (Section 00600). 7.17 General Conditions (Section 00700). 7.18 Project Specifications (Section 00800). 7.19 Special Provisions (Section 00900). 7.20 Project Drawings, consisting of Sheets 1 to 14, inclusive, and Standard Drawings. 7.21 Addendum Numbers _1_ to _l_, inclusive. 7.22 Documentation submitted by CONTRACTOR prior to Notice of Award. 7.23 Any Modification, including Change Orders, duly delivered after execution of Agreement. There are no Contract Documents other than those listed above in this Article 7. The Contract Documents may only be altered, amended or repealed by a Modification (as defined in the General Conditions). ARTICLE 8. MISCELLANEOUS 8.1 Terms used in this Agreement which are defined in the General Conditions shall have the meanings indicated in the General Conditions. 8.2 No assignment by a party hereto of any rights under or interests in the Contract Documents will be binding on another party hereto without the written consent of the party sought to be bound; and specifically, but without limitation, monies that may become due and monies that are due may not be assigned without such consent (except to the extent that the effect of this restriction may be limited by law) and unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under the Contract Documents. 8.3 OWNER and CONTRACTOR each binds himself/herself, his/her partners, successors, assigns, and legal representatives to the other party hereto, his/her partners, successors, assigns and legal representatives in respect to all covenants, agreements and obligations contained in the Contract Documents. 8.4 The Agreement (or remaining portions thereof) should continue in effect, be valid and binding upon both parties even if a provision or part of the Contract Documents should be held void or unenforceable by law. Page 5 of 6 IN WITNESS WHEREOF, the parties hereby have signed this Agreement in duplicate. One counterpart has been delivered to CONTRACTOR, the other belongs to OWNER. All portions of the Contract Documents have been signed by OWNER and CONTRACTOR. This Agreement will be effective on June 16, 2026. OWNER: City of Owasso UZ Dr. Paul Loving, Mayor (SEAL) ATTEST: Juliann M. Stevens, City Clerk Approved as to form: Julie Lombardi, City Attorney Address for giving notices: 200 South Main St. Owasso, OK 74055 Page 6 of 6 CONTRACTOR: Holbrook Asphalt, LLC (SEAL) Name Title E 106th St No PROJECT LOCATION BASE BID MINGO CROSSING Q � C Z W � z PROJECT LOCATION BASE BID #3 CARRINGTION It E 96th St No PROJECT LOCATION BASE BID #4 THREE LAKES LOOP E 86tt' EcMna,+.Wj«. E 76th St No PROJECT LOCATION BASE BID #6 BAILEY MEDICAL DRIVE W Zt 1 01 _ Z Owasso �:+st 74m Shad nav+ PROJECT LOCATION ADD ALTERNATE A — ELM CREEK SOUTH E 96th St No N E 86th St No Q W PROJECT LOCATION ADD ALTERNATE B — DOUBLE OAKS Lr WL /\Q l� th St ,N PROJECT LOCATION BASE BID #1 CHAMPION WEST PROJECT LOCATION BASE BID #2 CHAMPION EAST TO: The Honorable Mayor and City Council FROM: Dwayne Henderson, CFM, PE, City Engineer SUBJECT: Amendment: Drainage Consultant On -Call Contract DATE: June 11,2026 BACKGROUND: • Since 2005, the City has retained an Engineering Consulting firm through an annual on -call contract to provide drainage consulting services. Before 2005, many stormwater design calculations and modeling errors from developers' engineers caused significant costs (exceeding millions of dollars) for the City to retroactively address flooding areas within and adjacent to new developments. • While model results may numerically satisfy City design standards, they can conceal built-in errors, particularly given the complexity of stormwater modeling. Services used on this contract are the review of private development drainage reports and modeling, and also providing other small miscellaneous drainage analyses on an as -needed basis. • In the current fiscal year, the City Manager approved an agreement with WSB, LLC (formerly known as Meshek & Associates) for these services. • With the City Manager's spending authority, the annual contract has been set at a "Not to Exceed" amount of $ 45,000 - a threshold that has not been adjusted in years. • An unexpected surge in private development drainage reports submitted between February and April depleted the remaining contract balance ahead of schedule. • To maintain the level of technical oversight required for complex stormwater modeling and design, an increase to the contract is necessary to ensure uninterrupted review of development drainage reports and models. • City staff will evaluate whether future annual contract amounts should be adjusted to account for cost of living, inflation and/or wage rate increases. PROPOSED AMENDMENT: City staff and WSB LLC negotiated a fee of $12,000.00 for additional engineering services related to the $45,000 annual contract. The additional funding will exceed the City Manager's spending authority, and an amendment to the current agreement is proposed for City Council consideration and action. FUNDING: Funding is available in the Stormwater Fund. RECOMMENDATION: Staff recommends approval of an Amendment to the Professional Services Agreement with WSB, LLC, of Tulsa, Oklahoma, in the amount of $12,000.00, and authorization to execute the necessary documents. ATTACHMENT: Amendment to the Agreement AMENDMENT FOR ADDITIONAL SERVICES NO. 1 WSB PROJECT NO. R-031509-000 THIS AMENDMENT FOR ADDITIONAL SERVICES (AAS) No. 1 to the Professional Services Agreement between the Parties dated July 1, 2025 is made and entered into May 15, 2026 ("Effective Date"), by and between WSB LLC with offices at 701 Xenia Avenue South, Suite 300, Minneapolis, MN 55416 ("Consultant") and the City of Owasso, OK, with offices at 301 W 2nd Ave., PO Box 180, Owasso, Oklahoma 74055, United States ("Client") for the following project: Owasso Drainage Review 2025-2026 ("Project") (together, the "Parties," and each, a "Party"). RECITALS WHEREAS, the Parties have entered into a Professional Services Agreement dated July 1, 2025, in connection with the Project (the "Existing Agreement"); and WHEREAS, the Parties hereto desire to amend the Existing Agreement on the terms and subject to the conditions set forth herein. NOW THEREFORE; in consideration of the foregoing and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows: 1. Amendments to the Existing Agreement. The Existing Agreement is hereby amended or modified as follows a. The Scope of Services and Compensation of the Existing Agreement is hereby amended as shown in the attached Exhibit A. The compensation for the additional services will be $12,000.00. The new total contract value is now $57,000.00. Except as expressly provided in this AAS, all of the terms and provisions of the Existing Agreement are and will remain in full force and effect and are hereby ratified and confirmed by the Parties. IN WITNESS WHEREOF; the authorized representatives of the Parties hereto have executed this AAS on the Effective Date first set forth above. WSB LLC City of Owasso, OK � 4 �� By: By: Name: Brandon Claborn Name: Dr. Paul Loving Title: VP Environmental Title: Mayor Amendment for Additional services No.1 (R-031508-000) Exhibit A Scope of Additional Services 1. No change in scope from the original agreement II. Compensation Additional compensation will be rendered on an hourly, not to exceed basis in the amount of $ 12,000 as detailed below. The new total contract value is now $ 57,000 Original Scope of Services: Civil Engineering Services (per City's request) .......................................... $45,000 AAS No. 1 Scope of Services: Continuation of Existing Scope.............................................................. $12,000 TOTAL.............................................. $57,000 Exhibit —Scope of Additional Services and Compensation Page 1 PROFESSIONAL SERVICES AGREEMENT This Agreement ("Agreement") is made as of July 1, 2025 (Effective Date), by and between City of Owasso, OK, 301 Wind Ave74055, PO Box 180, Owasso, Oklahoma 74055, United States herein referred to as ('Client") and WSB LLC, 701 Xenia Avenue South, Suite 300, Minneapolis, Minnesota 55416, United States, herein referred to as ("Consultant") to provide professional services ('Services") by Consultant in connection with the following project: Owasso Drainage Review 2025-2026, located in Owasso, OK ("Project"). ARTICLE 1 - SCOPE AND DESCRIPTION OF SERVICES ("SCOPE OF SERVICES") Please see the attached Scope of Services and Compensation ('Exhibit A'). ARTICLE 2 - PERIOD OF SERVICE The Services described under Scope of Services shall be completed expeditiously and professionally so as to maintain the agreed upon schedule. The schedule may be modified by the parties by agreement or as a result of an excusable delay caused by Force Majeure, a Client Delay, Change in Law or unforeseen conditions at the Project site. ARTICLE 3 - COMPENSATION Unless otherwise stated in the Scope of Services, Consultant shall perform the work on a time and materials basis and invoice for its work monthly. If not stated in Exhibit A, fees will be according to Consultant's current The schedule. Fee schedules are valid for the calendar year in which they are issued. Each invoice shall include details for the time and reimbursable expenses incurred the previous month. Reimbursable expenses shall Include but are not limited to, travel and lodging, mileage, print and plotting charges, shipping charges, messenger delivery charges, plus all taxes (including sales taxes), fees, Including but not limited to permit, application, testing, and recording fees, imposts, or stamps required by State, Federal, Municipal, or other government agencies in the providing of Services. Client agrees to pay all invoices within thirty (30) days of receiving same. Any Invoice not paid within thirty (30) days of the original invoice date shall bear interest at the lower of 1.5% per month or the highest rate permitted by applicable law on the unpaid balance. If Client fails to pay any amount by the applicable due date, Consultant shall have the right to suspend work and withhold Instruments of Service (as defined below) until payment in full, including interest, is received. Consultant shall have no liability whatsoever to Client for any costs or damages that result from such suspension or withholding of Instruments of Service, and Consultant shall be entitled to reimbursement of all costs incurred while work is suspended. If Consultant resumes services after payment by Client, the time schedule and fees for remaining Services shall be equitably adjusted. If Client fails to pay any amount by the applicable due date, Consultant shall have the right to commence collection efforts, and all collection costs Incurred by Consultant shall become immediately due and payable to Consultant as such collection costs are incurred. Collection costs Include, but are not limited to, legal fees, collection agency fees, court costs, and reasonable staff costs for Consultant's staff time spent in efforts to collect the overdue balance. Client's failure to pay Consultant in accordance with this Agreement shall constitute a material breach of this Agreement and shall be cause for Consultant to suspend performance or terminate this Agreement. If the Services are suspended by Client for more than thirty (30) calendar days, consecutive or aggregate, Consultant shall be compensated for Services performed prior to such suspension. When the Services are resumed, Consultant shall be compensated for time and expenses incurred in the interruption and resumption of Services. Consultant's fees for the remaining Services and the time schedules shall be equitably adjusted. ARTICLE 4 — ADDITIONAL SERVICES In the event of any changes In the Scope of Services, Client Delay, changed or unforeseen conditions, Change in Law or event of Force Majeure, Client agrees to issue an Amendment for Additional Services ("AAS") to equitably adjust Consultant's fees and the time of performance. If Consultant is caused to increase Its Scope of Services and Client does not issue an AAS that is acceptable to Consultant, compensation for the expanded Scope of Services shall be on an hourly basis according to Consultant's then -current standard rate schedule ('Rate Schedule"), plus reimbursable expenses. A 'Client Delay" shall include a delay caused by the Client failing to make timely decisions, a delay in the delivery of Client ordered equipment or supplies, or a delay by a Client -hired contractor or consultant not timely completing work upon which Consultant's work Is dependent 'Force Majeure" is defined below in Article 13. A "Change in Lave is a change in the applicable laws or regulations applicable to the Project when the change occurs after the date of this Agreement ARTICLE 5 - CLIENT'S RESPONSIBILITIES Client agrees to provide to Consultant in a timely manner all available information, requirements, and limitations relevant to Consultant's performance of Its Scope of Services, Including, but not limited to, objectives, schedule, constraints and criteria, space requirements, flexibility, expandability, special equipment, systems, and site requirements. Client furnished information shall also include data (and professional Interpretations thereof) prepared by or services performed by others, including where applicable, but not limited to, previous reports, core borings, sub -surface explorations, hydrographic and hydrogeologic surveys, laboratory tests and inspection of samples, materials and equipment, appropriate professional interpretations of the foregoing data; environmental assessment and impact statements; property, boundary, easement, dght-of-way, topographic and utility surveys; property description; zoning, deed and other land use restrictions; and other special data. Consultant may rely on the accuracy of the Client's supplied information and use such information in the development of Consultant's Scope of Services. The accuracy of the Client's Information is the Client's responsibility. Client shall update any information it provides if Client becomes aware of any changes in circumstances. Consultant shall endeavor to verify the information provided and shall promptly notify the Client if the Consultant discovers that any information or services furnished by the Client is in error or is inadequate for its purpose. Client shall also notify the Consultant whenever the Client observes or otherwise becomes aware of any defect in construction or design. Client shall furnish light -of -way entry and continuous unimpaired access to the Project site for Consultant to perform Its Scope of Services. Client shall also require all Utilities with facilities in the Client's right of way to locate and mark said utilities upon request, relocate and/or protect said utilities as determined necessary to accommodate work, submit a schedule of the necessary relocation/protection activities to the Client for review and comply with agreed upon schedule. Where appropriate, Client shall endeavor to identify, remove and/or encapsulate asbestos products or materials or pollutants located in the project area prior to accomplishment by the Consultant of any work. Client shall render decisions in a timely manner pertaining to documents submitted by Consultant to avoid unreasonable delay in the orderly and sequential progress of the Services, including acting promptly to approve all pay requests or requests for information by Consultant Client shall furnish the services of other consultants when such services are requested by Consultant and are reasonably required by the scope of the Project Client shall designate a Client Representative with authority to transmit and receive instructions and information, interpret and define the Client's policies with respect to services rendered by the Consultant, and authority to make decisions as required for Consultant to complete services. Client shall provide such legal, accounting and insurance counseling services as may be required and bear all costs incidental to compliance with the requirements of this article. ARTICLE 6 - INDEMNIFICATION To the fullest extent permitted by law, subject to the limitations set forth below In this Agreement, Client and Consultant shall indemnify and hold harmless the other and its respective directors, officers, employees, and representatives from and against all legal liability for claims, losses, damages, and expenses to the extent such claims, losses, damages, or expenses are legally determined to be caused by the indemnitor•s negligent acts, errors, or omissions. Neither party shall have a duty to defend the other party and no duty to defend is created by this Agreement. ARTICLE 7 - LIABILITY LIMITATION Client and Consultant have evaluated the parties'relative risks and benefits associated with this Project including Consultant's fee relative to the risks assumed, and agree to allocate certain of the associated risks. To the fullest extent permitted by law, the total aggregate liability of Consultant (and its employees and sub -consultants) to Client for all injuries, damages, claims, losses, or expenses (including attorney fees and expert fees) arising out of Consuftant's services or this Agreement is limited to the greater of Consultant's project fee or $50,000, and Client agrees to hold Consultant harmless for any liability more than such amount This limitation shall apply regardless of available Insurance coverage, cause(s), or the theories of liability, including, but not limited to, breach of contract, negligence, contribution, indemnity, or other remedies. ARTICLE 8 - STANDARD OF CARE Consultantwill perform the Services in a manner consistentwith the level of care and skill ordinarily exercised by members of Consultant's profession currently practicing under similar conditions in the same locate. EXCEPT AS SPECIFICALLY STATED HEREIN, CONSULTANT MAKES NO WARRANTIES OR GUARANTEES, EXPRESS OR IMPLIED, RELATING TO CONSULTANTS SERVICES, AND CONSULTANT DISCLAIMS ANY IMPLIED WARRANTIES OR WARRANTIES IMPOSED BY LAW, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. ARTICLE 9 - CONSEQUENTIAL DAMAGES NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR LOSS OF PROFITS OR REVENUE; LOSS OF USE OR OPPORTUNITY; LOSS OF GOOD WILL; COST OF SUBSTITUTE FACILITIES, GOODS, OR SERVICES; COST OF CAPITAL; OR FOR ANY SPECIAL, CONSEQUENTIAL, INDIRECT, PUNITIVE, OR EXEMPLARY DAMAGES. ARTICLE 10 - DISPUTE RESOLUTION If a claim or dispute arises out of or relates to Consultant's Services or this Agreement, the parties shall attempt in good faith to settle such claim or dispute through direct discussions. Any claim or dispute arising out of or related to Consultant's Services or this Agreement (except for collection procedures employed by Consultant and those waived or barred as provided elsewhere In this Agreement) that is not resolved by direct discussions shall be submitted to mediation as a condition precedent to the institution of legal or equitable proceedings by either party. Either party may file a request for mediation. Mediation shall be pursuant to the Construction Industry Mediation Rules of the American Arbitration Association. The Mediator shall be selected by the parties within fifteen (15) days of the request for mediation. Mediation shall proceed In advance of legal or equitable proceedings, which shall be stayed pending the conclusion of mediation for a period of sixty (60) days from the date of filing, unless stayed for a longer period by agreement of the parties or by court order. The parties shall share the mediator's fee and any filing fees equally. The mediation shall be held in Minneapolis, Minnesota. Notwithstanding the foregoing, if a claim or dispute between the parties involves, relates to, or is the subject of a mechanic's lien or construction lien arising out of Consultants Services, Consultant may proceed in accordance with applicable law to comply with all statutory requirements, including those related to lien notice and filing deadlines, prior to the commencement or conclusion of mediation or other form of alternative dispute resolution agreed to by the parties. ARTICLE 11 -TERMINATION Either parry may terminate this Agreement for convenience and without cause upon twenty-one (21) calendar days written notice. Either party may terminate this Agreement for cause upon ten (10) calendar days written notice for one or more of the following reasons: 1. The other patty's material breach of this Agreement; 2. Assignment of this Agreement without the written consent of the other party; 3. Suspension of the Project or Consultant's Services for more than thirty (30) calendar days, consecutive or aggregate; or 4. Material changes in the conditions under which this Agreement was executed, the Scope of Services, the nature of the Project, or the failure of the parties to reach an agreement on compensation and/or scheduling adjustments necessitated by such changes. In the event of termination of this Agreement by either party, regardless of the reason for termination, Client shall, within fifteen (15) days of termination, pay Consultant in full for all services rendered and costs Incurred by Consultant up to the date of termination. Additionally, and notwithstanding any language in this Agreement to the contrary, within sixty (60) days of termination, Client shall reimburse Consultant for all expenses incurred by Consultant in connection with the orderly termination of this Agreement, including, but not limited to, demobilization, reassignment of personnel, associated overhead costs, and all other expenses resulting from the termination. ARTICLE 12-INSURANCE Consultant shall carry the following insurance: Workers Compensation Statutory Employers Liability $1,000,000 General Liability $1,000,000 Each Occurrence/ $1,000,000 Aggregate Automobile Liability $1,000,000 Combined Single Limit Professional Liability $3,000.000 Per Claim/ $3,000,000 Annual Aggregate General Liability shall name the Client as an additional insured. The Insurer agrees to give thirty (30) days written notice in the event of cancellation by the insurer. ARTICLE 13 - MISCELLANEOUS A. WORK PRODUCT DOCUMENT OWNERSHIP Except as otherwise provided in Exhibit B (if applicable), the following shall apply to the ownership of documents and work product Unless Client requests otherwise, Consultant will provide its documents and materials both in a hard copy and in an electronic format. Because electronic documents may be modified intentionally or inadvertently, Client agrees that Consultant will not be liable for any losses or damages resulting from any change in an electronic document after Consultant transmits it to Client All documents, including reports, drawings, calculations, specifications, CADD materials, computers software or hardware or other work product prepared by Consultant pursuant to this Agreement are Consultant's Instruments of Services for use solely with respect to this Project and, unless otherwise provided, Consultant shall be deemed the owner of these Instruments of Service and shall retain all common law, statutory and other reserved rights, Including copyright. If Client has paid Consultant in full for its Services, Client shall be permitted to retain copies, including reproducible copies, of Consultants Instruments of Service for Client's Information, reference and use In connection with the Project. Consultant's Instruments of Service shall not be used by the Client or others on other projects, for additions for this Project or for completion of this Project by others, except with Consultant's agreement in writing and with appropriate compensation to Consultant In consideration of Client's use of Consultant's Instruments of Service, Client shall, to the fullest extent permitted by law, Indemnify and hold harmless Consultant, Its directors, officers, agents, and employees from all claims arising out of the reuse or misuse of such Instruments of Service. Under no circumstances shall transfer of the Consultant's Instruments of Service be deemed a sale by the Consultant, and the Consultant makes no warranties, either express or implied, of merchantability and fitness for any particular purpose. Copies of documents that may be relied upon by Client are limited to the printed copies (also known as hard copies) that are signed orsealed by Consultant. Files in electronic format furnished to Client are only for convenience of Client. Any conclusion or information obtained or derived from such electronic files will be at the user's sole risk. Consultant makes no representations as to long term compatibility, usability or readability of electronic files. B. HAZARDOUS MATERIALS Client represents to Consultant that no hazardous materials exist at the Project site. If there are hazardous materials at the Project site, the Client must inform Consultant of the type, quantity, and location of such hazardous materials. If hazardous materials are discovered at the Project site then Consultant will notify the Client and, to the extent required by law, notify the appropriate governmental authority. If Consultant or any other entity encounters hazardous materials at the Project site then Consultant may . without any liability to Client or any other entity suspend services until such time as Client retains the appropriate entities to identify and (as appropriate) abate, remediate, or remove the hazardous material. Client agrees that Consultant has been retained to perform professional services and shall not be required to become an arranger, operator, generator, or transporter of hazardous material (as defined by law). Client hereby agrees to indemnify and hold harmless Consultant for all claims losses and damages arising out of the existence of hazardous materials on the Project site. C. UNDERGROUND UTILITY AND STRUCTURE CLEARANCE Where requested by Client, Consultant will perform customary research to assist Client in locating and Identifying subterranean structures or utilities. However, Consultant may reasonably rely on information from the Client and information provided by local utilities related to structures or utilities and will not be liable for damages incurred where Consultant has complied with the standard of care and acted in reliance on that information. The Client agrees to waive all claims and causes of action against the Consultant for claims by Client or its contractors relating to the identification, removal, relocation, or restoration of utilities, or damages to underground improvements resulting from subsurface penetration locations established by the Consultant. D. THIRD -PARTY RELIANCE All Services provided by Consultant are for Client's and Consultant's sole benefit and exclusive use with no third -party beneficiaries intended. Reliance upon the Services and any work product is limited to Client and is not intended to benefit any third party. E. CONSTRUCTION SERVICES If requested by Client in the Scope of Services or AAS, Consultant shall visitthe project during construction to become familiar with the progress and quality of the contractors' work and to determine if the work Is proceeding, in general, in accordance with plans, specifications or other contract documents prepared by Consultant for the Client The Client has not retained the Consultant to make detailed inspections or to provide exhaustive or continuous project review and observation services, Consultant does not guarantee the performance of, and shall have no responsibility for, the acts, errors or omissions of any contractor, subcontractor, supplier or any other entity furnishing materials or performing any work on the project Client acknowledges Consultant will not direct, supervise or control the work of contractors or their subcontractors, nor shall Consultant have authority over or responsibility for the contractors' means, methods, or procedures of construction. Consultant's services do not include review or evaluation of the Client's, contractor's or subcontractor's safety measures, orjob site safety. Job site safety shall be the sole responsibility of the contractor who is performing the work. For Client -observed projects, the Consultant shall be entitled to rely upon and accept representations of the Client's observer. If the Client desires more extensive project observation or full-time project representation, the Client shall request such services be provided by the Consultant as an additional service. Consultant and Client shall then enter Into an AAS detailing the terms and conditions of the requested project observation. F. SUBMITTALS AND PAY APPLICATIONS If the Scope of Services includes the Consultant reviewing and certifying the amounts due the contractor, the Consultant's certification for payment shall constitute a representation to the Client, that to the best of the Consultant's knowledge, Information and belief, the contractor's work has progressed to the point indicated and that the quality of the work is in general accordance with the documents issued by the Consultant. The issuance of a certificate for payment shall not be a representation that the Consultant has (1) made exhaustive or continuous on -site inspections to check the quality or quantity of the work, (2) reviewed construction means, methods, techniques, sequences or procedures, (3) reviewed copies of requisitions received from subcontractors and material suppliers and other data requested by the Client to substantiate the contractor's right to payment, or (4) ascertained how or for what purpose the contractor has used money previously paid on account of the contract sum. Contractor shall remain exclusively responsible for Its work. If the Scope of Services includes Consultant's review and approval of submittals from the contractor, such review shall be for the limited purpose of checking for conformance with the information given and the design concept The review of submittals is not intended to determine the accuracy of all components, the accuracy of the quantities or dimensions, or the safety procedures, means or methods to be used in construction, and those responsibilities remain exclusively with the Client's contractor. G. JOB SITE SAFETY Neither the Services of Consultant, nor the presence of Consultant at the construction/Project site, shall relieve Client, general contractor(s), or subcontractor(s) of any of their responsibilities or duties to perform the work in strict accordance with the contract documents and to comply with all health and safety precautions required by any regulatory agency. Consultant does not have authority or responsibility to control any construction contractor or its employees in connection with their work or any health or safety programs or procedures. Client agrees that contractors and subcontractors are solely responsible for job site safety and warrants that this intent shall be carried out in Client's contracts with contractors. Client also agrees that Client and its contractor(s), jointly and severally and to the fullest extent permitted by law, shall Indemnify and hold harmless Consultant and its employees against any liability related to health, injury, or job site safety. H. OPINIONS OF PROBABLE COST Opinions, if any, of probable cost, construction cost, financial evaluations, feasibility studies, economic analyses of alternate solutions and utilitarian considerations of operations and maintenance costs provided for are made or to be made on the basis of the Consultant's experience and qualifications and represent the Consultant's best judgment as an experienced and qualified professional design firm. The parties acknowledge, however, that the Consultant does not have control over the cost of labor, material, equipment or services furnished by others or over market conditions or contractor's methods of determining their prices, and any evaluation of any facility to be constructed or acquired, or work to be performed must, of necessity, be viewed as simply preliminary. Accordingly, the Consultant and Client agree that that proposals, bids or actual costs may vary from opinions, evaluations or studies submitted by the Consultant and that Consultant assumes no responsibility for the accuracy of opinions of probable construction costs and Client expressly waives any claims related to the accuracy of opinions of probable construction costs. If Client wishes greater assurance as to probable construction cost, Client shall employ an independent cost estimator as part of its Project responsibilities. 1. FORCE MAJEURE To the extent any time for performance applies, the affected party shall not be responsible for any delays due to federal, state or municipal actions or regulations, acts of foreign governments, strikes or other labor shortages, equipment or material delays or shortages, delays in issuing applicable permits, acts or omissions of the other party, inclement weather, pandemic, acts of the public enemy, fires, floods, riots, embargos, other acts of God, government shutdown, unforeseen site conditions or any other events or causes beyond the control of Consultant. J. HEADINGS The headings used in this Agreement are for convenience only and shall in no way define, limit, or describe the scope or intent of this Agreement or any part hereof. K ASSIGNMENT Client may not assign this Agreement without the written consent of Consultant. L. ENTIREAGREEMENT This Agreement represents and contains the entire agreement and understanding between the parties with respect to the subject matterof this Agreement and supersedes all prior oral and written agreements and understandings. M. GOVERNING LAW The Agreement shall be construed, interpreted, and enforced in accordance with the laws of the state in which the Project is located. N. MODIFICATIONS This Agreement may be modified only by a written instrument executed by both parties. O. WAIVER No delay or failure by either party to exercise any right or remedy under this Agreement, and no partial or single exercise of a right or remedy, will waive that or any other right or remedy. P. SEVERABILITY Any invalidity or unenforceability of all or part of a provision of this Agreement shall be severable and shall not affect the validity or enforceability of the remaining part of that provision or other provisions. O. EXECUTION This Agreement may be executed in one or more counterparts, each of which shall be deemed to be an original and together which shall constitute one and the same agreement Signatures on this Agreement that are transmitted by fax, email or other electronic means shall be valid and binding. R. NO PERSONAL LIABILITY It Is Intended by the parties to this Agreement that Consultant's services shall not subject Consultant's employees, officers or directors to any personal legal exposure for the risks associated with this Agreement. Therefore, and notwithstanding anything to the contrary contained herein, the Client agrees that as the Client's sole and exclusive remedy for any claim, demand or suit shall be directed andfor asserted only against Consultant, and not against any of Consultant's Individual employees, officers or directors. S. LIEN NOTICE —APPLICABLE TO PRIVATE PROJECTS IN MINNESOTA ANY PERSON OR COMPANY SUPPLYING LABOR OR MATERIALS FOR THIS IMPROVEMENT TO YOUR PROPERTY MAY FILE A LIEN AGAINST YOUR PROPERTY IF THAT PERSON OR COMPANY IS NOT PAID FOR THE CONTRIBUTIONS. UNDER MINNESOTA LAW, YOU HAVE THE RIGHT TO PAY PERSONS WHO SUPPLIED LABOR OR MATERIALS FOR THIS IMPROVEMENT DIRECTLY AND DEDUCT THIS AMOUNT FROM OUR CONTRACT PRICE OR WITHHOLD THE AMOUNTS DUE THEM FROM US UNTIL 120 DAYS AFTER COMPLETION OF THE IMPROVEMENT UNLESS WE GIVE YOU A LIEN WAIVER SIGNED BY PERSONS WHO SUPPLIED ANY LABOR OR MATERIAL FOR THE IMPROVEMENT AND WHO GAVE YOU TIMELY NOTICE. T. GENERAL LIEN NOTICE - APPLICABLE TO PRIVATE PROJECTS IN LOCATIONS OTHER THAN MINNESOTA TO THE EXTENT PERMITTED BY APPLICABLE LAW, AS A PARTY SUPPLYING LABOR OR MATERIALS FOR IMPROVEMENT TO PROPERTY, WE MAY FILE A LIEN AGAINST YOUR PROPERTY IF WE ARE NOT PAID IN ACCORDANCE WITH THIS AGREEMENT. IN WITNESS WHEREOF, the parties hereto have made and executed the Agreement as of the day and year first above written. CITY OF OWASSO, OK By:-\ Name: 0— ,Yi5 Title: a t� "naj e 1` WSB LLC By:Brandon Claborn, PE, CFM Name: / Title: Vice President, Environmental Wsb- PRINCIPAL I ASSOCIATE — I $195-$281 �SR. PROJECT MANAGER I SR. PROJECT ENGINEER I $195-$251 PROJECT MANAGER _$191 PROJECT ENGINEER I GRADUATE ENGINEER [::�$171 $115-$190 PROJECT MANAGER ASSISTANT $95-$155 ENGINEERING TECHNICIAN I ENGINEERING SPECIALIST $76 - $189 LANDSCAPE ARCHITECT I SR. LANDSCAPE ARCHITECT $86 - $182 ENVIRONMENTAL SCIENTIST I SR. ENVIRONMENTAL SCIENTIST $77 - $180 PLANNER I SR. PLANNER $69_$188 GIS SPECIALIST I SR. GIS SPECIALIST $86 - $188 CONSTRUCTION OBSERVER $117-$152 SURVEY Survey Office Technician $136 - $169 Drone Pilot $197 One -Person Crew $197 Two -Person Crew $265 ,OFFICE TECHNICIAN $67-$147 Costs associated with word processing, cell phones, reproduction of common correspondence, and mailing are included in the above hourly rates. Vehicle mileage is included in our billing rates [excluding geotechnical and construction materials testing (GMT) service rates]. Mileage can be charged separately, if specifically outlined by contract I Reimbursable expenses include costs associated with plan, specification, and report reproduction; permit fees; delivery costs; etc. I Multiple rates illustrate the varying levels of experience within each category. I Rate Schedule is adjusted annually. :+Sseuuocjilt TO: The Honorable Mayor and City Council FROM: Chris Garrett, City Manager SUBJECT: Owasso Economic Development Strategic Plan Revamp DATE: June 11, 2026 BACKGROUND: On May 1, 2018, the City Council adopted the Owasso Economic Development Strategic Plan, establishing a framework to guide the City's economic development efforts. Subsequently, staff undertook a review of the existing plan and initiated a formal process to identify qualified consulting firms to assist with its update. This process included the solicitation and evaluation of proposals, as well as interviews with three prospective consultants. On March 23, 2025, the City entered into an agreement with Cadamy Business Consulting to conduct a comprehensive review of the current plan and develop an updated Strategic Plan aligned with the City's present conditions and future direction PROJECT OVERVIEW: The Strategic Plan Revamp serves as a roadmap to guide Owasso's economic future with purpose and intention. Economic development in Owasso is focused not only on attracting new businesses, but also on strengthening existing businesses, creating opportunities for residents, and supporting a high - quality of life. Over the past several months, a Task Force comprised of community leaders, business representatives, public partners, city staff, City Council, and OEDA Board members has worked collaboratively with Cadamy Business Consulting to evaluate current conditions, identify priorities, and develop actionable strategies for implementation. As a result of this process, the updated Strategic Plan is being presented for Council consideration. FISCAL IMPACT: Implementation of the Strategic Plan will be incorporated into future budgeting processes. Specific fiscal impacts will be evaluated as individual initiatives are brought forward for Council consideration. RECOMMENDATION: Staff recommends approval of Resolution 2026-12, accepting the updated Owasso Economic Development Strategic Plan and authorizing staff to proceed with implementation. ATTACHMENTS: Resolution 2026-12 CITY OF OWASSO, OKLAHOMA RESOLUTION NO. 2026-12 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, ADOPTING THE UPDATED OWASSO ECONOMIC DEVELOPMENT STRATEGIC PLAN; AND PROVIDING FOR IMPLEMENTATION WHEREAS, on May 1, 2018, the City Council adopted the Owasso Economic Development Strategic Plan, establishing a framework to guide the City's economic development efforts; and, WHEREAS, the City has determined it is necessary to review and update the Strategic Plan to ensure alignment with current conditions and future economic development priorities; and, WHEREAS, staff conducted a formal process to identify qualified consulting firms, including solicitation, evaluation of proposals, and interviews with prospective consultants; and, WHEREAS, on March 23, 2025, the City entered into an agreement with Cadomy Business Consulting to conduct a comprehensive review and update of the Strategic Plan; and, WHEREAS, a Task Force comprised of City Council and Owasso Economic Development Authority Board members, business representatives, community resource partners, and city staff, worked collaboratively to evaluate current conditions, identify priorities, and develop actionable strategies; and, WHEREAS, the updated Strategic Plan establishes one-year and three-year goals focused on strengthening financial resources, enhancing community engagement, supporting business retention and recruitment, evaluating economic development tools, and advancing tourism and community branding efforts. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, THAT: The City Council hereby adopts the 2026 Update to the Economic Development Strategic Plan, attached as Exhibit "A", effective June 16, 2026. APPROVED AND ADOPTED this 16th day of June, 2026, by the City Council of the City of Owasso, Oklahoma. ATTEST: Dr. Paul Loving, Mayor APPROVED AS TO FORM: Juliann M. Stevens, City Clerk Julie Lombardi, City Attorney 2026 ECONOMIC DEVELOPMENT STRATEGIC PLAN Why Economic How We Got Development? I Here CHOOSEOW2SS0 Goals & I Task Force I Contact Us Caveats City Manager's Message Owasso has always been a community that balances growth with intention. We are proud of our strong neighborhoods, high -quality schools, and the businesses that have chosen to invest here. But as our city continues to grow, we recognize that growth alone is not a viable strategy. Today, I am pleased to introduce Owasso's new Economic Development Strategic Plan— a roadmap designed to ensure that our future is not left to chance, but shaped with purpose and intention. This plan is grounded in a simple but critical idea: economic development is about more than attracting new businesses. It is about creating opportunity for our residents, strengthening the businesses already here, and building a community where people can live, work, and thrive without compromise. This plan reflects input from community members, business leaders, and regional partners. It also reflects a clear understanding of the challenges ahead —workforce demands, infrastructure pressures, and the need to remain competitive in a rapidly changing economy. Economic development is not the responsibility of City Hall alone. It requires collaboration, shared vision, and a commitment to doing the hard work of implementation in a transparent and accountable way. Owasso's future is bright —but it will be shaped by the decisions we make today. This strategic plan ensures those decisions are thoughtful, disciplined, and aligned with the kind of community we want to be for generations to come: a destination city. Thank you to everyone who contributed to this effort. Thank you to the citizens of Owasso for the trust they put in me and our team every day. We look forward to working together to bring this vision to life. Chris Garrett City Manager, City of Owasso Why Economic Development? At its core, economic development is about making your community a place where people can earn a good living, businesses can succeed, and families want to stay. A solid economic development plan answers the question, "How do we make this community stronger, more stable, and more prosperous overtime?" For Owasso, economic development looks like: • Good jobs close to home. By both supporting existing businesses and recruiting new businesses, we help create good jobs in Owasso. • Strong local businesses. Supporting local businesses in launching, growing, and thriving keeps money circulating locally. • Smart Growth. Thoughtful, intentional, and collaborative economic development leads to an economically and environmentally healthy and prosperous Owasso. • Stable tax base. In Oklahoma, cities are funded by sales tax, so the right retail supports a healthy Owasso. Schools and some infrastructure are funded by property taxes. The "right" economic development is how Owasso will pay forthe things residents expect. • Quality of life. Parks, trails, restaurants, shopping, and other amenities make Owasso a place where people choose to live. Economic development, if done with a lack of intentionality, will burden Owasso. But done well, economic development will strengthen it. That's what this plan sets out to do. How We Got Here The last economic development plan was adopted by resolution in May 2018, and with Owasso being one of the fastest growing communities in Oklahoma, City leadership chose not to rest on its laurels and began planning for the next economic development plan by issuing an Request For Proposal in 2025. The City chose Cadamy Business Consulting to assist with the creation and execution of the Economic Development Strategic Plan. The City convened a regional Task Force to assist in determining the current state of economic development in Owasso. Then, the Task Force met for a facilitated session to determine long-term goals, tasks, and the folks responsible for achieving those tasks as well as due dates for accountability. Finally, working with the consultant, the Task Force has begun executing the plan and will continue to do so over the next several years. 3-Year and 1-Year Goals • Determine best practices in financing for cities of Owasso's size. • Explore best financing options for Owasso. • Explore creating a Citizens Advisory Task Force for City projects/funding. • Enlist outside firm to determine messaging. • Evaluate and update current educational materials. • Highlight funding resources in a "did you know" campaign. Include social media, flyers. • Create and conduct a series of town hall type engagements. • Determine methodology for determining new target industries and execute that methodology. • Workwith companies within new target industries to support retention and expansion. • Identify local resources for target industries (i.e., sites, building, natural resources, workforce, infrastructure, etc.). Also identify possible gaps in all of the above. • Recruit companies to Owasso based on new target industries. • Explore creating incentives based on new target industries. • Workwith strategic partners on ensuring workforce development programs for new target industries will meet demand. • Determine feasibility and scope. • Research and recommend structure options. • Determine metrics. • Launch entity. • Create Tourism Marketing & Communications Campaign. Caveats During the Assessment Phase of the project, the consultant identified several key considerations. Working closely with the Task Force, these considerations were refined into the following caveats, which serve as the lens through which the plan was developed and assessed. 1. The feeling of community and connection is something that is a competitive advantage for Owasso, and should be maintained. 2. Owasso should aim for a balance between being a bedroom community and recruiting primaryjobs. 3. We nurture relationships, strategically, with businesses outside of our city limits/fence line. 4. The City of Owasso is committed to advancing economic development through a coordinated and collaborative framework that engages all strategic organizations, including chambers of commerce, regional and state partners, utilities, private industries, educational institutions, workforce entities, and key community stakeholders. This unified approach ensures that activities across multiple priority areas are aligned, strategic, and supportive of the community's long-term vision for sustainable growth. Task Force Members Christine Allison, Manufacturing and Aerospace Service Coordinator, Tulsa Community College &Tulsa Tech Dr. Chad Balthrop, Owasso Vice Mayor; Immediate Past Chair, Owasso Chamber of Commerce Alexa Beemer, Planning Manager, City of Owasso Kimberly Brown, Owner, OK Roots Farm to Market Pam Carlson, Area Director of Sales, Home2 Suites by Hilton Owasso David Charney, Owner & Principal, Charney Properties; Co -Owner & Managing Partner, Owasso Land Trust, LLC; Trustee, Owasso Economic Development Authority Dr. Margaret Coates, Superintendent, Owasso Public Schools Tommy Coulter, Owner, Coulter & Company; Owner, Smoke Woodfire Grill; Owner, MAD Eats Chris Garrett, City Manager, City of Owasso Michael Gordon, External Affairs Manager, Public Service Company of Oklahoma Art Haddaway, Marketing & Communications Specialist, City of Owasso Scott Lasson, CEO, Bailey Medical Center; Chair, Owasso Chamber of Commerce Dr. Paul Loving, Owasso Mayor Adam McCreary, Director of Government Relations, Cherokee Nation Business Carly Novozinsky, Finance Director, City of Owasso Dennis Phillips, President & CEO, First Bank of Owasso; Vice Chair, Owasso Economic Development Authority Michele Dempster, Senior Director, City of Owasso A Dossett, Assistant to the City Manager, City of Owasso Chelsea Feary, President & CEO, Owasso Chamber of Commerce Alvin Fruga, Owasso City Councilor Daniel Regan, Director of Real Estate & Development, Tulsa Airport Improvements Trust Stan Sallee, Tulsa County Commissioner Roger Stevens, Senior Director, City of Owasso Cody Walter, Owasso City Councilor Shellie Wingert, Economic Developer, City of Owasso Contact For more information or to request a presentation about this plan for your organization, please contact Shellie Wingert, swingert@cityofowasso.com, or (918) 376- 1548. CITY OF OWASSO PAYROLL PAYMENT REPORT PAY PERIOD ENDING 05/30/26 Department Total Payroll Expenses Municipal Court $ 11,575.74 Managerial 43,385.28 Finance 38,028.77 Human Resources 22,251.53 Community Development 40,153.00 Engineering 38,722.01 Information Technology 37,968.05 Facility Maintenance 21,403.08 Cemetery 3,868.19 Dispatch 6,549.57 Animal Control 10,801.93 Emergency Preparedness 4,392.91 Stormwater 10,943.96 Parks 27,623.17 Recreation & Culture 16,415.39 Community Center 11,537.33 Historical Museum 1,133.44 Strong Neighborhoods 601.63 Total General Fund $ 347,354.98 Ambulance Fund $ 759.80 E911 Communications Fund $ 59,180.71 Economic Development $ 4,542.57 Strong Neighborhoods $ 6,584.69 Stormwater Fund $ 23,457.76 Half Penny - Fire $ 453,030.30 Half Penny - Fire Grants $ 33,411.40 Half Penny - Police $ 525,424.80 Half Penny - Police Grants $ 2,440.30 Half Penny - Streets $ 46,402.78 Vehicle Maintenance $ 24,621.20 Workers Comp $ 8,391.06 CITY OF OWASSO GENERAL FUND & HALF -PENNY SALES TAX FISCAL YEAR 2025-2026 Budgetary Basis Statement of Revenues & Expenditures As of May 31, 2026 MONTH YEAR PERCENT TO -DATE TO -DATE BUDGET OF BUDGET REVENUES: Taxes $ 4,164,687 $ 44,456,103 $ 46,917,743 94.75% Licenses & permits 16,657 202,571 274,697 73.74% Intergovernmental 96,995 1,451,714 1,719,817 84.41% Charges for services 74,992 818,596 872,636 93.81 % Fines & forfeits 43,772 387,122 379,711 101.95% Other 2,804 130,550 198,229 65.86% Interest 57,339 705,807 756,271 93.33% TOTAL REVENUES $ 4,457,246 $ 48,152,461 $ 51,119,103 94.20% EXPENDITURES: Personal services Materials & supplies Other services Capital outlay Unfunded Budget TOTAL EXPENDITURES REVENUES OVER EXPENDITURES TRANSFERS IN (OUT): Transfers in Transfers out TOTAL TRANSFERS NET INCOME (LOSS) ENCUMBRANCES OUTSTANDING FUND BALANCE (Budgetary Basis) Beginning Balance Ending Balance $ (2,481,540) (119,907) (321,038) (96,368) $ (3,018,853) $ 1,438,393 $ (29,813,670) (1,627,077) (3,996,398) (2,204,466) $ (37,641,612) $ 10,5 00,850 $ (33,886,471) (2,314,094) (6,301,144) (5,146,278) (998,350) $ (48,646,338) $ 2,472,766 $ 2,056,945 $ 22,561,237 $ 24,034,272 (3,208,443) (34,697,269) (37,010,002) $ (1,151,498) $ (12,136,033) $ (12,975,730) $ 286,895 $ (1,625,183) $ (10,502,964) $ (760,810) 18,215,259 18,215,259 $ 15,829,266 $ 7,712,295 87.98% 70.31 % 63.42% 42.84% 0.00%, 77.38% 93.87% 93.75% 93.53% 0:\FINANCE\ DATA\Finance (120)\Accounting\Reports\Current FY\GF Financials Robert Singletary .' OKLAHOMA Kevin Stitt Executive Director 10, ` Environmental Governor <� Quality May 29, 2026 Roger Stevens, Public Works Director City of Owasso P.O. Box 180 Owasso, Oklahoma 74055-0180 Re: Permit No. WL000072260260 Potable Water Line Improvements at the Intersection of E 96th Street and N. 145th E, Avenue PWSID No. OK3007218 Dear Mr. Stevens: Enclosed is Permit No. WL000072260260 for the construction of 2,284 linear feet of twelve (12) inch, 70 linear feet of six (6) inch PVC potable water line and all appurtenances to serve the City of Owasso, Tulsa County, Oklahoma. The project authorized by this permit should be constructed in accordance with the plans approved by the Department of Environmental Quality ("DEQ") on May 29, 2026. Any deviations from the approved plans and specifications affecting capacity, flow, or operation of units must be approved, in writing, by DEQ before changes are made. Receipt of this permit should be noted in the minutes of the next regular meeting of the City of Owasso, after which it should be made a matter of permanent record. Approved plans and specifications are available upon request. Respectfully, //� Qusay Kabariti, P.E. Construction Permit Section Water Quality Division Enclosure 707 N. ROBINSON AVE., PO BOX 1677, OKLAHOMA CITY, OK 73101-1677 , OFFICE: 405-702-0100 STATE OF OKLAHOMA - OKLAHOMA DEPARTMENT OF ENVIRONMENTAL QUALITY • DEQ.OK.GOV PERMIT No. WL000072260260 PWSID No. OK3007218 PERMIT TO CONSTRUCT May 29, 2026 Pursuant to O.S. 27A 2-6-304, the City of Owasso is hereby granted this Tier I Permit to construct 2,284 linear feet of twelve (12) inch, 70 linear feet of six (6) inch PVC potable water line and all appurtenances to serve the City of Owasso, located in Sections 15, 16, 21, and 22 of T-12-N, R-14-E, Tulsa County, Oklahoma, in accordance with the plans approved May 29, 2026. By acceptance of this permit, the permittee agrees to operate and maintain the facility in accordance with OAC 252:631 and to comply with Title 59, Section 1101-1116 O.S. and the rules and regulations adopted thereunder regarding the requirements for certified operators. This permit is issued subject to the following provisions and conditions. 1) This water line provides adequate fire flow in accordance with the 2009 International Fire Code through the approved hydraulic analysis. The fire flow provided is 1,000 gpm. 2) That the recipient of the permit is responsible for ensuring that the project receives supervision and inspection by competent and qualified personnel. 3) That construction of all phases of the project will be started within one year of the date of approval or the phases not under construction will be resubmitted for approval as a new project. 4) That no significant information necessary for a proper evaluation of the project has been omitted and no invalid information has been presented in applying for the permit. 5) That the Oklahoma Department of Environmental Quality ("DEQ") shall be kept informed on occurrences which may affect the eventual performance of the works or that will unduly delay the progress of the project. 6) That wherever water and sewer lines are constructed with spacing of 10 feet or less, sanitary protection will be provided in accordance with OAC 252:626-19-2. 7) That before placing this facility into service, at least two samples of the water, taken on different days, shall be tested for bacteria to show that it is safe for drinking purposes. 8) That any deviations from approved plans or specifications affecting capacity, flow, or operation of units must be approved by DEQ before any such deviations are made in the construction of this project. 9) That the recipient of the permit is responsible for the continued operation and maintenance of these facilities in accordance with rules and regulations adopted by the Environmental Quality Board, and that DEQ will be notified in writing of any sale or transfer of ownership of these facilities. 10) The issuance of this permit does not relieve the responsible parties of any obligations or liabilities which the permittee may be under pursuant to prior enforcement action taken by DEQ. Page 1 of 2 PERMIT No. WL000072260260 PWSID No. OK3007218 11) That the permittee is required to inform the developer/builder that a DEQ Storm Water Construction Permit is required for a construction site that will disturb one (1) acre or more in accordance with OPDES, 27A O.S. Section 2-6-201 et seq. For information or a copy of the GENERAL PERMIT (OKR10) FOR STORM WATER DISCHARGES FROM CONSTRUCTION ACTIVITIES, Notice of Intent form, Notice of Termination form, or guidance on preparation of a Pollution Prevention Plan, contact the Storm Water Unit of the Water Quality Division at P.O. Box 1677, Oklahoma City, OK 73101-1677 or by phone at (405) 702-8100. 12) That any notations or changes recorded on the official set of plans and specifications in DEQ files shall be part of the plans as approved. 13) That water lines shall be located at least fifteen (15) feet from all parts of septic tanks and absorption fields, or other sewage treatment and disposal systems. 14) That whenever plastic pipe is approved and used for potable water, it shall bear the seal of the National Sanitation Foundation and meet the appropriate commercial standards. 15) That when it is impossible to obtain proper horizontal and vertical separation as stipulated OAC 252:626-19-2(h)(1) and OAC 252:626-19-2(h)(2), respectively, the sewer shall be designed and constructed equal to water pipe, and shall be pressure tested to the highest pressure obtainable under the most severe head conditions of the collection system prior to backfilling. Failure to appeal the conditions of this permit in writing within 30 days from the date of issue will constitute acceptance of the permit and all conditions and provisions.. Travis Herrian, P.E., Engineering Manager Construction Permit Section Water Quality Division Page 2 of 2