HomeMy WebLinkAbout2002.09.12_OEDA AgendaPUBLIC NOTICE OF THE MEETING OF THE
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
TYPE OF MEETING:
DATE:
TIME:
PLACE:
Regular
September 12, 2002
10:00 a.m.
Owasso City Hall
Main Conference Room
Notice and agenda filed in the office of the City Clerk and posted on the City Hall bulletin board
at 4:00 p.m. on Monday, September 9, 2002. }
Rick Hayes,
AGENDA
1. Call to Order
2. Roll Call
Specialist
3. Request Approval of Minutes of the August 15, 2002 Rescheduled Regular Meeting.
Mr. Kimball
Attachment #3
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
SEPTEMBER 12, 2002
PAGE 2
4. Request Approval of Claims
Mr. Kimball
Attachment #4
5. Presentation of Financial Report
Mr. Hayes
Attachment #5
6. Status Report Relating to Cherokee Industrial Park and Other Items.
Ms. Darcy Melendez
Mr. Brian Hunt - C B Richard E1lis,Tulsa
7. Update from Economic Development Specialist.
Mr. Hayes
Attachment #7
8. General Discussion Relating to the Purpose, Goals, and Focus of the City's Economic
Development Efforts.
Mr. Hayes
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
SEPTEMBER 12, 2002
PAGE 3
9. Report from OEDA Manager.
Mr. Ray
10. Adjournment
OWASSO ECONOMIC DEVELOPMENT AUTHORITY
MINUTES OF RESCHEDULED REGULAR MEETING
Thursday, August 15, 2002
The Owasso Economic Development Authority met in a rescheduled regular session on
Thursday, August 15, 2002 in the Main Conference Room at Owasso City Hall per the Notice of
Public Meeting and Agenda posted on the City Hall bulletin board at 4:00 p.m. on Monday,
August 12, 2002.
ITEM 1: CALL TO ORDER
Chairman Kimball called the meeting to order at 10:00 a.m.
ITEM 2: ROLL CALL
PRESENT
Tom Kimball, Chair
Brenda Lawrence, Vice Chair
Frank Enzbrenner, Secretary
Dee Sokolosky, Trustee
Scott Yandell, Trustee
Mike Helm, Trustee
ABSENT
Gary Akin, Trustee
STAFF
Rickey Hayes, Economic Development Specialist
Rodney J Ray, City Manager
Sherry Bishop, Finance Director
Marcia Boutwell, City Clerk
Robert Carr, Public Works Director
A quorum was declared present.
ITEM 3: REQUEST APPROVAL OF MINUTES OF THE JULY 11, 2002 SPECIAL
MEETING.
Mr. Sokolosky moved, seconded by Ms. Lawrence, to approve the minutes of the July 11, 2002
special meeting, by reference made a part hereto.
AYE: Sokolosky, Lawrence, Yandell, Helm, Enzbrenner, Kimball
NAY: None
Motion carried 6 -0.
ITEM 4: REQUEST APPROVAL OF CLAIMS.
One claim was presented — a request for approval of the payment of $12,500 to the Tulsa Metro
Chamber of Commerce, reflecting the first six months payment toward the regional economic
development initiative. Mr. Enzbrenner moved, seconded by Mr. Yandell, to approve the claim.
Owasso Economic Development Authority August 15, 2002
AYE: Sokolosky, Yandell, Lawrence, Helm, Enzbrenner, Kimball
NAY: None
Motion carried 6 -0.
ITEM 5: PRESENTATION OF FINANCIAL REPORT.
Ms Bishop presented the financial report. The ending balance as of July 31, 2002 is $11,931.44.
ITEM 6: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST
FOR TRUSTEE ADOPTION OF A FY 2002 -03 BUDGET.
Ms. Bishop said that state law requires that the OEDA approve an annual operating budget. The
fund balance as of July 1, 2002 was $11,916; the projected annual revenue is $25,500 and
proposed expenditures are $30,000. The projected ending fund balance as of June 30, 2003 is
$7416. Mr. Enzbrenner moved, seconded by Ms. Lawrence, to approve the proposed budget.
AYE: Enzbrenner, Lawrence, Sokolosky, Yandell, Helm, Kimball
NAY: None
Motion carried 6 -0.
ITEM 7: STATUS REPORT RELATING TO THE ACTIVITIES OF THE REGIONAL
ECONOMIC DEVELOPMENT CONSORTIUM.
Mr. Hayes introduced Ms. Darcy Melendez, director of the Regional Economic Development
Consortium. Ms. Melendez related her background, and discussed the vision for the Consortium.
ITEM 8: UPDATE FROM ECONOMIC DEVELOPMENT SPECIALIST.
Mr. Hayes introduced Robert Carr, who updated the Authority on the statues of current projects
within the City of Owasso. Mr. Hayes discussed traffic counts.
ITEM 9 REPORT FROM OEDA MANAGER
No. Report
ITEM 10 NEW BUSINESS.
None.
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Owasso Economic Development Authority
August 15, 2002
ITEM 11: WHERE SHOULD WE FOCUS OUR EFFORTS: A GENERAL DISCUSSION
RELATING TO THE PURPOSE, GOALS, AND FOCUS OF THE CITY'S
ECONOMIC DEVELOPMENT EFFORTS.
Mr. Hayes discussed his first few weeks in Owasso. He said he has spent much time with local
business owners, and has met with each of the OEDA Trustees. He has been researching several
retail leads for development, and has become a member of various economic development
groups. His major focuses will be to adapt to meet the needs of any request, improvise, and
overcome obstacles. Trustees were asked to discuss their priorities for economic development
and growth. Some of the items listed were: attract families, attract major employers, update
infrastructure, a well- rounded retail community, good road & streets, education for potential
builders, updated demographics, housing for middle income families, museum or other cultural
establishment, good education system, provide information covering the school district rather
than just within the city limits, and do not be "territorial" when we have excellent facilities close
by. Mr. Hayes said that this item will be discussed at every OEDA meeting over the next few
months.
ITEM 12 ADJOURNMENT
Ms. Lawrence moved, seconded by Mr. Yandell, to adjourn.
AYE: Lawrence, Yandell, Enzbrenner, Sokolosky, Helm, Kimball
NAY: None
Motion carried 6 -0, and the meeting was adjourned at 11:45 p.m.
Date Approved
-3-
Tom Kimball, Chairperson
There were no claims to be presented at the time the agenda was prepared.
Owasso Economic Development Authority
Schedule of Revenues and Expenses
For the Month Ending August 31, 2002
**Note: For the purposes of this report, "Retained Earnings" includes only
current assets and current liabilities
Month -to -date
Year -to -date
Operating Revenues:
Contributions
$0.00
$0.00
Reimbursements
0.00
0.00
Interest
23.02
38.60
Total Operating Revenues
23.02
38.60
Operating Expenses:
Materials & supplies
0.00
0.00
Services & other charges
12,500.00
12,500.00
Capital outlay
0.00
0.00
Total Operating Expenses
12,500.00
12,500.00
Operating Income (Loss)
(12,476.98)
(12,461.40)
Non - Operating Revenues (Expenses):
Transfer from General Fund
25,000.00
25,000.00
Total Non - Operating Revenues (Expenses)
25,000.00
25,000.00
Net Income (Loss)
12,523.02
12,538.60
Retained Earnings *' 06/30/02
11,915.86
Retained Earnings *' 08/31/02
$24,454.46
**Note: For the purposes of this report, "Retained Earnings" includes only
current assets and current liabilities
MEMORANDUM
TO: OWASSO ECONOMIC DEVELOPMENT AUTHORITY TRUSTEES
FROM: RICKEY HAYES
SUBJECT: ECONOMIC DEVELOPMENT DIRECTOR'S REPORT
DATE: September 9, 2002
My first month on the job in Owasso has passed very quickly. Needless to say, I have been very
busy and my first weeks at city hall have been very challenging and enjoyable. I have met many
people and look forward to meeting more in the weeks and months to come. My first priority
was to meet and get acquainted with the OEDA trustees. I have met each of you at least for a
few minutes and plan to see you individually at least once a month to give each of you a time to
voice your concerns and ideas in an informal setting. Also, among my initial list of important
goals, was to begin a program to meet and acquaint myself with every business owner in the City
of Owasso. So far this list is at about 80 business owners doing business in a variety of locations
around the city. I try to spend about 6 -8 hours a week on the street. I believe this is not only
necessary so I can get to know the local business people, but also will be an integral part in the
maintaining of good relationships between the local business community and city. I want
Owasso to be known as a city that is "business friendly" in every way possible.
One critical part of the job as I see it, is to be an advocate for business at City Hall. In my first
month here I was able to assist a business customer with a problem with his water bill, and Larry
White and I visited with another businessman who had questions about a radio tower. Larry is
the Director of the City of Owasso's Support Services Department, and is a walking
encyclopedia of information about radio towers. Helping a small business owner solve a
problem is a very fulfilling part of this job.
I have discussed with each of you the need to put together a professionally done and effective
packet of information about important demographic data about the City of Owasso. We are close
to having something to put into your hands. This material will be both hard copy and electronic
data. Our desire is to have something that is available for not only the OEDA, but for any local
developer to insure that the potential customer has accurate and detailed demographics about our
city.
Over the last month I have had the opportunity to meet various people involved with utility
infrastructure in the Owasso area. Representatives from AEP and Verdigris Valley have met
with me to discuss our partnership in the future development of the city.
The City of Owasso now owns 4 traffic counters and data will be coming at a steady rate at
various intersections around the city. Robert Carr and the City of Owasso's Public Works
Department have done a fine job in purchasing the counters and implementing the gathering of
traffic count data. These numbers are very important in attracting retail clients.
On the retail front, another priority for me was to research possibilities about various restaurant
partnerships. I had occasion to meet Steve Kormondy of National Steak and Poultry. Mr.
Kormondy offered some educated advice on marketing Owasso to different restaurant franchises.
Packets of information have been sent to a full service bookstore and discussion of locating a
potential restaurant and food service retailer in a vacant building were among the retail leads that
I have been working. I attended a meeting with a site coordinator and engineer representing a
"large home improvement retailer" at city hall and am excited about the potential jobs and tax
revenue from that development.
In the near future we have a meeting scheduled with MPSI, a marketing firm from Tulsa that I
believe may solve lots of our data gathering problems, as well as providing an easy and efficient
way to gather and log data on available commercial sites in Owasso.
The Economic Development page on the City of Owasso's web site is in the process of being
updated and will be accessed not only by citizens of Owasso, but also potential customers. The
Community Development web page was recently redone and has had an increase in "hits" in the
last few weeks.
As always, if I can serve you in any way, please call.