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HomeMy WebLinkAbout1994.10.04_City Council AgendaPUBLIC NOTICE OF THE MEETING OF THE OWASSO CITY COUNCIL TYPE OF MEETING: Regular DATE: October 4, 1994 TIME: 7:00 p.m. PLACE: Council Chambers, Owasso Community Center 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 Friday, September 30, 1994. t Marcia Boutwell, City Clerk ' AGENDA ' 1. Call to Order ' 2. Invocation Rev Jim Parris Associate Pastor, Westport Mennonite Brethren Church 3. Flag Salute 4. Roll Call Ll f] l 1 5. Request Approval of the Minutes of September 20, 1994 Regular Meeting. Attachment #5 Owasso City Council October 4, 1994 Page 2 6. Request Approval of Claims. Attachment #6 7. Reading of Mayor's Proclamation. Mayor Duke Attachment #7 The Mayor will proclaim Oklahoma Natural Gas Company as OEDA Business of the Quarter for the fourth quarter of 1994. 8. Reading of Mayor's Proclamations. Mayor Duke Attachment #8 The Mayor will present proclamations to visitors from Australia making them honorary citizens of Owasso. 9. Consideration and Appropriate Action Relating to the Appointment and Confirmation of Members to Owasso Sales Tax Watchdog Committee. Mayor Duke Attachment #9 The Mayor will offer appointments to two vacant positions and request confirmation by the Council of those appointments. Owasso City Council October 4, 1994 Page 3 10. Consideration and Appropriate Action Relating to Ordinance #489, an Ordinance Providing ' for the Rezoning of a Three -Acre Tract of Land from AG to RS -2; and a Five -Acre Tract from AG to CS, Located at the Southwest Corner of 96th Street North and Garnett Road. Mr Ray Attachment #10 Staff will recommend approval of Ordinance #489 based on previous Council action of ' September 20, 1994 approving such zoning. u 11. Consideration and Appropriate Action Relating to Ordinance #490, an Ordinance Providing for the Rezoning of a 12 -Acre Tract of Land Located West of the Southwest Corner of 96th Street North and Garnett Road, from AG to RS -2. Mr Ray Attachment #11 Staff will recommend approval of Ordinance #490 based on previous Council action of September 20, 1994 approving such zoning. 12. Consideration and Appropriate Action Relating to the Purchase of a Toshiba Copy Machine. Mr Ray Attachment #12. Staff will recommend Council approval of the purchase of the Toshiba copy machine ' currently in use at the Police Department, utilizing the buy -out clause in the lease /purchase agreement from G E Capital, Cleveland, Ohio in the amount of $1131.64. Owasso City Council ' October 4, 1994 Page 4 , 13. Consideration and Appropriate Action Relating to the Acceptance of Improvements to the Water Distribution and Wastewater Collection Systems Constructed by the Developers of the Barrington Point II Subdivision. Mr Ray Attachment #13 Staff will recommend Council acceptance of the water and wastewater improvements. 14. Consideration and Appropriate Action Relating to the Acceptance of improvements to the Water Distribution, Wastewater Collection, Storm Sewer and Street Systems Constructed by the Developers of the Double Oaks IV Subdivision. Mr Ray Attachment #14 Staff will recommend Council acceptance of the infrastructure improvements. 15. Consideration and Appropriate Action Relating to Resolution #94 -13, a Resolution Authorizing Application to the Oklahoma Department of Commerce for Designation of a Portion of the City as an Enterprise Zone. Mr Ray Attachment #15 The staff, based on a recommendation from the Owasso Economic Development Authority, has developed the application and will recommend Council approval of Resolution #94 -13. M M 1 IF Owasso City Council October 4, 1994 ' Page 5 16. Consideration and Appropriate Action Relating to Resolution #94 -14, a Resolution ' Expressing Support for a $200,000 CDBG Grant for Construction Infrastructure Improvements to Assist in the Relocation of 250 Jobs to Owasso (NSP). Mr Ray ' Attachment #16 The staff will recommend adoption of Resolution #94 -14. 1 17. Presentation by the Owasso Fraternal Order of Police Lodge #149 of a Contract Proposal Between the City of Owasso and Owasso FOP Lodge #149 for Fiscal Year 1994 -1995. Mr Dobrinski As of the date for distribution of this Agenda, the staff has not received a proposal from the FOP for your review. 18. Report from City Manager 1 19. Report from City Attorney Owasso City Council October 4, 1994 Page 6 , 20. Reports from City Councilors 21. Unfinished Business 22 New Business 1 23. Adjournment II OWASSO CITY COUNCIL ' MINUTES OF REGULAR MEETING Tuesday, September 20, 1994 The Owasso City Council met in regular session on Tuesday, September 20, 1994 in the Council Chambers at the Owasso Community Center per the Notice of Public Meeting and Agenda posted on the City Hall bulletin board at 4:00 p.m. on Friday, September 16, 1994. ITEM 1: CALL TO ORDER Mayor Duke called the meeting to order at 7:00 p.m. ' ITEM 2: INVOCATION . The invocation was given by Pastor Fred Williams of the Owasso Freedom Baptist Church. ITEM 3: FLAG SALUTE The flag salute was led by Mayor Duke. ITEM 4: ROLL CALL PRESENT ABSENT Jerry Duke, Mayor Charles Burris, Vice Mayor Mary Lou Barnhouse, Councilor Joe Ramey, Councilor Danny Ewing, Councilor STAFF Rodney J Ray, City Manager Ronald D Cates, City Attorney Marcia Boutwell, City Clerk A quorum was declared present. ITEM 5: REQUEST APPROVAL OF THE MINUTES OF September 6. 1994 REGULAR MEETING. Mr Burris moved, seconded by Mr Ramey, to approve the minutes as submitted, by reference made a part hereto. AYE: Burris, Ramey, Ewing, Barnhouse, Duke NAY: None Motion carried 5 -0. Owasso City Council ITEM 6: REQUEST APPROVAL OF THE CLAIMS September 20, 1994 ' Mr Burris moved, seconded by Ms Barnhouse, that the following claims and addendum be approved: (1) General Fund $25,983.27 (2) Collision Self- Insurance $474.83; (3) Workers Comp Self- Insurance $778.33; (4) Ambulance Service Fund $982.74 (5) E -911 $1,669.61 (6) City Garage $394.06; (7) Capital Improvements $8,515.70; (8) Interfund Transfers $6,025.95; (9) General Fund Payroll $98,626.53; (10) City Garage Payroll $0.00. AYE: Burris, Barnhouse, Ewing, Ramey, Duke NAY: None Motion carried 5 -0. ITEM 7: REPORT TO THE CITY COUNCIL RELATING TO THE ALLOCATION OF RESOURCES AND MAINTENANCE SCHEDULES FOR OPERATIONS OF THE MUNICIPAL CEMETERY. As requested by a citizen group at the last Council meeting, staff reported on the maintenance of Fairview Cemetery. Recent steps have been taken -to allow the sexton to spend more time on cemetery maintenance and less time on other tasks within the Public Works Department. A maintenance schedule has also been developed, which covers all forms of cemetery maintenance, as well as mowing and trimming. ITEM 8: _ CONSIDERATION AND APPROPRIATE ACTION RELATING TO OZ -94 -05 A REQUEST TO REZONE AN EIGHT -ACRE TRACT OF LAND FROM AG (AGRICULTURE) TO CS (COMMERCIAL SHOPPING CENTER ). SUCH PROPERTY LOCATED GENERALLY ON THE SOUTHWEST CORNER OF 96TH STREET NORTH AND GARNETT ROAD A rezoning request was approved by the Owasso Planning Commission on September 13, 1994. That approval was for five acres of the tract to be zoned CS and the remaining three acres zoned RS -2, which would maintain a zoning pattern already established on the north side of the street. Mr Burris moved to approve the request, rezoning the easterly 300' of the subject tract to CS and the remaining 272' to RS -2. Motion seconded by Mr Ewing. AYE: Burris, Ewing, Ramey, Barnhouse, Duke NAY: None Motion carried 5 -0. Fa Owasso City Council September 20, 1994 ITEM 9: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST TO REZONE A TWELVE -ACRE TRACT OF LAND FROM AG (AGRICULTURE) TO RS -2 (RESIDENTIAL SINGLE FAMILY, MEDIUM DENSITY). SUCH PROPERTY GENERALLY LOCATED ON THE SOUTHWEST CORNER OF 96TH STREET NORTH AND GARNETT ROAD. Staff received a request to rezone a 12 -acre tract on the southwest corner of 96th St N and Garnett Rd from AG to RS -2. That request was approved by the Owasso Planning Commission on September 13, 1994. Mr Ramey moved, seconded by Ms Barnhouse, to approve the request to rezone the property from AG to RS -2. AYE: Ramey, Bamhouse, Ewing, Burris, Duke NAY: None Motion carried 5 -0. ITEM 10: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST FOR APPROVAL OF A FINAL PLAT FOR BAILEY RANCH ESTATES, AN ADDITION TO THE CITY OF OWASSO, LOCATED NORTH OF 96TH STREET NORTH AND EAST OF GARNETT ROAD, CONTAINING 118 LOTS ON A 40.62 ACRE AREA. The Planning Commission approved a preliminary plat for Bailey Ranch Estates Phase I on May 10, 1994. Bailey Ranch Estates is located 1/4 mile north of the northeast corner of 96th St N and Garnett Rd. It consists of 118 lots on a 40.64 acre area and contains two entrances from Garnett Road. The final plat was approved by the Planning Commission on July 12, 1994. Mr Burris moved, seconded by Mr Ramey, to approve the final plat for Bailey Ranch Estates (Phase I). AYE: Burris, Ramey, Barnhouse, Ewing, Duke NAY: None ' Motion carried 5 -0. ITEM 11: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST FOR THE EXPENDITURE OF FUNDS FOR THE PURCHASE OF EQUIPMENT. ' On July 14 lightning damaged a computer terminal at city hall. Insurance will cover the cost of repair beyond the deductible amount. It is the opinion of the service technician that it would cost more to repair the damaged terminal than to replace it. Also, one of the printers used in the finance department has developed some recent problems. Because of the age of this printer, Owasso City Council September 20, 1994 it is advisable to replace it with a more up -to -date and faster printer. Funds are available in the finance department budget for this purchase. Several vendors have been contacted and quotes received. Mr Ramey moved, seconded by Mr Burris, to approve the expenditure of $1694 to Epson Direct of Torrance, CA for the purchase of an Epson Endeavor VL Computer System, and $2345 to Memory Systems /Connecting Point, Broken Arrow, OK for the purchase of one Epson DFX -8000 High Speed Printer for city accounting functions. AYE: Ramey, Burris, Barnhouse, Ewing, Duke NAY: None Motion carried 5 -0. ITEM 12: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST FOR COUNCIL ACCEPTANCE OF A SETTLEMENT OF A WORKERS COMPENSATION CLAIM FILED AGAINST THE CITY BY DARRELL EVANS. Mr Darrell Evans, a city employee, was injured on the job on May 16, 1992 and returned to work with a light duty classification on June 1, 1992. On July 13, 1992, Mr Evans was again injured on the job. Permanent injuries were received as a result of both of these situations. Mr Evans has been on temporary total disability since his last injury, with the city continuing to pay employee benefits. A total of $36,349.76 TTD has been paid, as well as $44,688.20 in medical expenses. It is staff position that it would be in the best interest of the city to approve a settlement package with Mr Evans. Mr Evans and his attorneys have agreed to a package containing a settlement of $75,000, taxes and fees of $4312.50, and court cost of $50, for a total settlement cost of $79,362.50. As a part of the compensation settlement package, it is requested that Mr Evans be allowed to retire with disability status. Mr Burris moved, seconded by Mr Ramey, that this Workers Compensation claim with Mr Evans be settled as outlined by staff at a total cost of $79,362.50 and that all documentation of the settlement be completed as prescribed by law. AYE: Burris, Ramey, Ewing, Barnhouse NAY: Duke Motion carried 4 -1. ITEM 13: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST FROM DARRELL EVANS AN EMPLOYEE OF THE CITY OF OWASSO, FOR DISABILITY RETIREMENT The Owasso City Council in its capacity as the Local Retirement Board, heard a request that Mr Evans be allowed to retire with disability status and that he receive all benefits as provided to 4 I 0 1P 6P Y Owasso City Council September 20, 1994 any other retiree of the City of Owasso, specifically, access to insurance coverage as long as the retiree pays the premium. Mr Ewing moved to approve the disability retirement of Mr Darrell Evans and grant him all benefits that any other City of Owasso retiree receives. Motion seconded by Ms Barnhouse. AYE: Ewing, Barnhouse, Ramey NAY: Burris, Duke Motion carried 3 -2. The Mayor recessed the meeting at 8:10 p.m. and reconvened at 8:23 p.m. ITEM 14: CONSIDERATION AND APPROPRIATE ACTION RELATING TO A REQUEST TO DECLARE CERTAIN PROPERTY AS SURPLUS TO THE NEEDS OF THE CITY AND AUTHORIZE THE DISPOSAL OF SUCH PROPERTY. The city has accumulated some items of property and equipment during the year since the last surplus auction, that are no longer useful and cost effective to operate. The Code of Ordinances provides that surplus material may be disposed of by public auction. If the Council declares the items listed in the agenda packet as surplus, an auction will be held at 9:00 a.m. on October 1, with proper legal notice being given. Mayor Duke moved, seconded by Mr Ramey, to declare as surplus the list of items provided to Councilors, and direct that those items be sold at public auction on Saturday, October 1, 1994. AYE: Duke, Ramey, Burris, Barnhouse, Ewing NAY: None Motion carried 5 -0. ITEM 15: CONSIDERATION AND APPROPRIATE ACTION RELATING TO THE ACCEPTANCE OF IMPROVEMENTS TO THE WATER DISTRIBUTION AND WASTEWATER COLLECTION SYSTEMS CONSTRUCTED BY THE DEVELOPERS OF THE NOTTINGHAM ESTATES SUBDIVISION. The developer of Nottingham Estates has requested Council acceptance of improvements to the water and wastewater systems. The final plat for Nottingham Estates was approved by the City Council on June 7, 1994, and construction plans have also been approved. At this time the water has been installed and inspected; however, test results from the testing laboratory have not been finalized and copies of their reports are not in our files. The sanitary sewer is close to being completed and the mandrel test has been done. The City of Owasso has not heard from the Department of Environmental Quality as to the approval and issuance of permits for 5 Owasso City Council September 20, 1994 construction for the water and sanitary sewer lines. There are also some minor problems with the maintenance bond. Normal city policy is for all water and sanitary sewer lines to be installed, inspected, tested and approved by staff; written approval be obtained from DEQ; and a maintenance bond be received for each utility installed prior to the acceptance of improvements. If any portion of the construction has not been completed, it must be backed by a 100% performance bond prior to seeking Council approval. Following a lengthy discussion, Mr Burris moved to accept the improvements to the water distribution and wastewater collection systems in Nottingham Estates, contingent upon the following requirements: 1. That all water tests pass according to local standards and be approved by the Department of Environmental Quality. 2. That all sanitary sewer lines installed be properly tested and inspected and approval received from the DEQ. 3. That a one -year maintenance bond be filed with the Public Works Department Engineering Division effective 9/20/94. 4. That a performance bond be filed with the Public Works Department effective 9/20/94 representing 100% of the remaining construction items for Nottingham Estates. Motion seconded by Mr Ramey. AYE: Burris, Ramey, Duke NAY: Barnhouse, Ewing Motion carried 3 -2. ITEM 16: REPORT FROM CITY MANAGER Mr Ray reported that he had been asked by the Mayor of Sapulpa to visit with them concerning the position of City Manager of that community. He said that, in spite of the report in the Tulsa World that stated he would be offered a contract with the City of Sapulpa, he did not have any plans to leave Owasso. Mr Ray apologized to the Council for not informing them that he had interviewed in Sapulpa. The City and FOP have received an arbiters list for arbitration and should begin striking names shortly. Arbitration will be held in Owasso, with a presentation being made by the city and by the FOP. There will be one neutral arbiter and probably an interest arbiter from each side. The cost of the arbiter will be shared by the city and the FOP, with each entity paying their own interest arbiter. F s 1 1 Owasso City Council September 20, 1994 ITEM 17: REPORT FROM CITY ATTORNEY No Report ITEM 18: REPORTS FROM CITY COUNCILORS Mr Ewing expressed his appreciation for some recent work done by the Public Works Department. ITEM 18: UNFINISHED BUSINESS Mr Burris brought a request from the FOP to place an item on the next Council agenda for the Council to hear from the FOP one more time relative to their contract. Mr Burris moved that the Council allow the FOP to be placed on the next Council agenda to present to the Council their last proposal. Motion seconded by Ms Barnhouse. AYE: Burris, Barnhouse, Ewing NAY: Ramey, Duke Motion carried 3 -2. tITEM 20: NEW BUSINESS ' Mr Larry Pennington, with the Bailey Ranch Estates development, expressed his appreciation for the way Owasso city staff has worked with him and his group in this development. ' ITEM 21: ADJOURNMENT Mr Ramey moved, seconded by Mr Burris to adjourn. ' AYE: Ramey, Burris, Barnhouse, Ewing, Duke NAY: None Motion carried 5 -0 and the meeting was adjourned at 9:25 p.m. Marcia Boutwell, City Clerk 7 Jerry Duke, Mayor 9/29/94 16:18:32 CITY OF OWASSO GENERAL FUND A/P CLAIMS REPORT APAPVR PAGE: 2 PO # VENDOR DESCRIPTION AMOUNT ---- - - - - -- ------------------- - - - - -- ------------------- - - - - -- ------- - - - - -- MANAGERIAL ------------------------ - - - - -- 950657 A -1 TENT SALES AWNING RENTAL 950670 TREASURER PETTY CASH REIMB PETTY CASH 950679 GO SYSTEMS FUEL 950700 MOTO PHOTO PHOTO PROCESSING 950716 MCI TELECOMMUNICATIONS 8/94 LONG DISTANCE 950718 SOUTHWESTERN BELL TELE_ 8/94 PLEXAR DEPARTMENT TOTAL = = = => FINANCE ------------------------ - - - - -- 950023 CPS BUSINESS, INC 950450 SAM'S CLUB 950613 DOZIER PRINTING DEPARTMENT TOTAL =_ = => I-COMMUNITY - DEVELOPMENT --- - - - - -- ------------------ ' 950029 CELLULAR ONE -TULSA 950625 INCOG 950636 LARSEN ELECTRONICS, INC. 950638 OK STATE DEPT OF HEALTH !I 950670 TREASURER PETTY CASH 950672 BOCA INTERNATIONAL INC 950679 GO SYSTEMS 950718 SOUTHWESTERN BELL TELE. 950720 NCPCCI DEPARTMENT TOTAL = = = => LICENSE FEES SUPPLIES PRINTING USAGE DUES ANTENNA LICENSE REIMB PETTY CASH SEMINAR FUEL 8/94 PLEXAR CERTIFICATION TEST ,.MUNICIPAL COURT ---------------------------- 950128 OKLA MUNICIPAL LEAGUE MEMBERSHIP DUES 950670 TREASURER PETTY CASH REIMB PETTY CASH 950716 MCI TELECOMMUNICATIONS 8/94 LONG DISTANCE 950718 SOUTHWESTERN BELL TELE. 8/94 PLEXAR f ENGINEERING �_----- - - - - -- 1 DEPARTMENT TOTAL = = = => 125.00 14.56 63.22 190.81 9.06 74.68 477.33 217.00 49.92 94.81 361.73 18.70 8,985.75 13.59 50.00 12.92 79.00 180.53 25.21 180.00 9,545.70 40.00 20.00 1.32 46.76 CITY OF OWASSO GENERAL FUND 9/29/94 16:18:32 A/P CLAIMS REPORT APAPVR PAGE: PO # VENDOR DESCRIPTION AMOUNT ---- - - - - -- ------------------- - - - - -- ------------------- - - - - -- ------- - - - - -- 950679 GO SYSTEMS FUEL 7.27 DEPARTMENT TOTAL =___> 7.27 GENERAL GOVERNMENT ------------------------ - - - - -- 950214 MULTI CARE HEALTH CENTER PRE EMPL DRUG SCREEN 92.00 950215 ST FRANCIS HOSPITAL -EAP EAP FEES 169.16 950313 RETHERFORD PUBLICATIONS LEGAL NOTICES 188.14 950450 SAM'S CLUB SUPPLIES 13.14 950617 OWASSO CHAMBER OF COMMERC MEMBERSHIP 1,000.00 950628 TULSA WORLD LEGAL NOTICES 61.00 950633 BAILEY AUTOMOTIVE REPAIRS 28.70 950661 ALL COPY SUPPLIES TONER 45.00 950670 TREASURER PETTY CASH REIMB /EXPENSES 180.99 950671 TREASURER PETTY CASH DOC MEALS 117.43 950674 MEMORY SYSTEMS MONITOR 288.00 950679 GO SYSTEMS FUEL 14.95 950706 THREE LAKES MINI STORAGE STORAGE RENT 150.00 950708 CITY MANAGEMENT ASSOCIATI DUES 181.00 950709 BROADCAST NEWS OF SUBSCRIPTION 105.00 950714 OKLA NATURAL GAS 8/94 USE 37.62 950715 SOUTHWESTERN BELL TELE. 8/94 NON - PLEXAR 47.56 950716 MCI TELECOMMUNICATIONS 8/94 LONG DISTANCE 22.05 950717 PSO 8/94 USE 1,078.67 950718 SOUTHWESTERN BELL TELE. 8/94 PLEXAR 429.66 DEPARTMENT TOTAL = = = => 4,250.07 MAINTENANCE ------------------------ - - - - -- 950347 KIMBALL ACE HARDWARE SUPPLIES 31.26 950450 SAM'S CLUB SUPPLIES 8.73 950572 TAYLOE PAPER CO SUPPLIES 40.23 950633 BAILEY AUTOMOTIVE REPAIRS 65.60 950634 SCOVIL & SIDES SUPPLIES 79.02 950670 TREASURER PETTY CASH REIMB PETTY CASH 24.12 950675 LOCKE WHOLESALE ELEC SUPPLIES 68.10 950679 GO SYSTEMS FUEL 40.45 DEPARTMENT TOTAL = = = => 357.51 CEMETERY ---------------------- - - - - -- 9/29/94 16:18:32 PO # VENDOR ---- - - - - -- --------- - - - - -- 950679 GO SYSTEMS 950717 PSO CITY OF OWASSO GENERAL FUND A/P CLAIMS REPORT DESCRIPTION - - - - -- ----------- - - - - -- DEPARTMENT TOTAL =___> POLICE SERVICES ------------------------ - - - - -- FUEL 8/94 USE APAPVR PAGE: AMOUNT - - - -- ------- - - - - -- 37.92 16.69 54.61 950670 TREASURER PETTY CASH REIMB PETTY CASH 10.00 950679 GO SYSTEMS FUEL 1,760.98 950683 PATROL TECHNOLOGY SUPPLIES 106.40 950078 MCCAW COMMUNICATIONS PAGER RENTAL 112.05 ' 950080 HOWARD STAMPER RETAINER /SERVICES 150.00 31.63 950085 L.E.T.N. TELEVISED TRAINING 288.00 NON - PLEXAR 950175 TUXALL UNIFORM & EQUIP PROTECTIVE CAGES 1,272.00 8/94 950361 CLASSIC CHEVROLET MAINT 151.71 PSO 950440 STANDARD AUTO SUPPLY PARTS 14.96 950718 950466 REASORS PRICE RITE SUPPLIES 44.91 950501 D.A.R.E. AMERICA SUPPLIES 735.37 950508 TUXALL UNIFORM & EQUIP UNIFORMS 54.85 950540 BULLET AUTO DETAILING DETAIL VEHICLE 55.00 P 950571 R.O.C.I.C. MEMBERSHIP FEES 200.00 950572 TAYLOE PAPER CO SUPPLIES 52.28 950575 CLASSIC CHEVROLET VEHICLE MAINT /REPAIRS 23.98 950576 WAL -MART SUPPLIES 77.39 950579 YALE CLEANERS UNIFORM CLEANING 1,305.00 950580 OWASSO AUTO CARE & MAINT REPAIRS 15.00 950581 WESTERN BUSINESS PRODUCTS COPIER MAINT 112.00 950589 PATROL TECHNOLOGY SAFETY VESTS 2,602.00 ' 950612 HOWARD STAMPER INSTALLATION 100.00 950615 KRIS DEMAURO INSTALLATION 140.00 950651 VINES MINI - STORAGE STORAGE RENT 60.00 ■ 950652 TUXALL UNIFORM & EQUIP BATTERIES 63.80 950662 KRIS DEMAURO INSTALLATION 130.50 950663 POLICE PETTY CASH REIMB PETTY CASH 63.10 950670 TREASURER PETTY CASH REIMB PETTY CASH 10.00 950679 GO SYSTEMS FUEL 1,760.98 950683 PATROL TECHNOLOGY SUPPLIES 106.40 IDEPARTMENT TOTAL =___> 10,899.45 POLICE COMMUNICATIONS ------------------------------ 950419 THREE LAKES LAUNDRY LAUNDRY 28.50 0 950688 HOWARD STAMPER INSTALLATON 50.00 ' 950714 OKLA NATURAL GAS 8/94 USE 31.63 950715 SOUTHWESTERN BELL TELE. 8/94 NON - PLEXAR 47.56 950716 MCI TELECOMMUNICATIONS 8/94 LONG DISTANCE 24.04 950717 PSO 8/94 USE 828.20 950718 SOUTHWESTERN BELL TELE_ 8/94 PLEXAR 216.74 IDEPARTMENT TOTAL =___> 10,899.45 POLICE COMMUNICATIONS ------------------------------ 950419 THREE LAKES LAUNDRY LAUNDRY 28.50 0 CITY OF OWASSO GENERAL FUND 9/29/94 16:18:32 PO It VENDOR ---- - - - - -- ------------- - - - - -- 950573 SECRETARY OF STATE 950582 APCO INC 950663 POLICE PETTY CASH A/P CLAIMS REPORT DEPARTMENT TOTAL = = = => ANIMAL CONTROL ------------------------ - - - - -- APAPVR PAGE: DESCRIPTION AMOUNT -- ------------------- - - - - -- ------- - - - - -- 950499 TRIM RITE 950541 JP COOKE CO 950567 AMERICAN HUMANE ASSOC 950576 WAL -MART 950580 OWASSO AUTO CARE & MAINT 950663 POLICE PETTY CASH 950679 GO SYSTEMS 950699 CLASSIC ELECTRIC 950716 MCI TELECOMMUNICATIONS 950718 SOUTHWESTERN BELL TELE. DEPARTMENT TOTAL = = = => FIRE SERIVCES ------------------------ - - - - -- 950290 RED BUD AIR FILTER SVC 950308 BUD'S WAREHOUSE OUTLET 950475 NATIONAL FIRE PROTECTION 950621 ABEL PLUMBING 950632 NAPA AUTO PARTS 950660 SUBURBAN OFFICE SUPPLY 950679 GO SYSTEMS 950714 OKLA NATURAL GAS 950716 MCI TELECOMMUNICATIONS 950717 PSO 950718 SOUTHWESTERN BELL TELE. DEPARTMENT TOTAL = = = => CIVIL DEFENSE ------------------------ - - - - -- NOTARY RENEWAL ANNUAL DUES REIMB PETTY CASH STRIPING SUPPLIES GUIDE SUPPLIES REPAIRS REIMB PETTY CASH FUEL INSTALLATION 8/94 LONG DISTANCE 8/94 PLEXAR SERVICE /REPAIR FURNITURE CODE BOOK REPAIR PARTS SUPPLIES FUEL 8/94 USE 8/94 LONG DISTANCE 8/94 USE 8/94 PLEXAR 950715 SOUTHWESTERN BELL TELE. 8/94 NON - PLEXAR 950716 MCI TELECOMMUNICATIONS 8/94 LONG DISTANCE 950717 PSO 8/94 USE 950718 SOUTHWESTERN BELL TELE. 8/94 PLEXAR 20.00 57.00 2.16 107.66 247.78 96.55 51.00 26.77 10.00 51.03 20.05 54.54 1.69 28.06 587.47 46.38 999.00 71.65 125.00 452.90 122.96 409.85 163.97 9.88 1,008.79 196.63 3,607.01 49.99 3.67 64.17 32.17 CITY OF OWASSO GENERAL FUND 9/29/94 16:18:32 A/P CLAIMS REPORT APAPVR PAGE: ' PO # VENDOR DESCRIPTION AMOUNT ---- - - - - -- ------------------- - - - - -- ------------------- - - - - -- ------- - - - - -- DEPARTMENT TOTAL =___> 150.00 STREETS ------------------------ - - - - -- 950322 K & M ENTERPRISES MOWING /EL RIO VISTA 40.00 950594 KIMBALL ACE HARDWARE SUPPLIES 112.92 950645 HANES SHOE & ARCH SHOP BOOT REPAIR 45.00 950646 HOLMAN SEED FARMS SEEDS 31.55 950647 GREEN COUNTRY OUTDOOR EQU PARTS 146.86 950649 GELLCO SAFETY SHOES SAFETY SHOES 185.40 950670 TREASURER PETTY CASH REIMB PETTY CASH 2.45 950679 GO SYSTEMS FUEL 457.60 950714 OKLA NATURAL GAS 8/94 USE 12.06 950717 PSO 8/94 USE 710.28 950718 SOUTHWESTERN BELL TELE. 8/94 PLEXAR 46.02 DEPARTMENT TOTAL =___> 1,790.14 RECREATION CENTER SWIMMING POOL ------------------------ - - - - -- 950605 CORAL POOLS SUPPLIES 125.65 950670 TREASURER PETTY CASH REIMB PETTY CASH 20.00 950716 MCI TELECOMMUNICATIONS 8/94 LONG DISTANCE .46 t 950717 PSO 8/94 USE 446.54 950718 SOUTHWESTERN BELL TELE. 8/94 PLEXAR 41.46 ■ DEPARTMENT TOTAL - --- - - - -> - - - - - -- 508.46 SWIMMING POOL ------------------------ - - - - -- 950605 CORAL POOLS SUPPLIES 125.65 950714 OKLA NATURAL GAS 8/94 USE 32.81 950717 PSO 8/94 USE 476.31 950718 SOUTHWESTERN BELL TELE. 8/94 PLEXAR - - - - -- .27_56 DEPARTMENT TOTAL =___> 662.33 ■ COMMUNITY ------------------------------ CENTER 950070 UNITED ARTISTS CABLE CABLE USE 21.99 950148 XEROX COPIER MAINT 243.74 1 CITY OF OWASSO GENERAL FUND 9/29/94 16:18:32 A/P CLAIMS REPORT APAPVR PAGE: PO # VENDOR DESCRIPTION AMOUNT ---- - - - - -- ------------------- - - - - -- ------------------- - - - - -- ------- - - - - -- 950679 GO SYSTEMS FUEL 80.00 48.49 950714 OKLA NATURAL GAS 8/94 USE 35.26 950716 MCI TELECOMMUNICATIONS 8/94 LONG DISTANCE 2.88 950717 PSO 8/94 USE 1,124.37 950718 SOUTHWESTERN BELL TELE. 8/94 PLEXAR 90.79 DEPARTMENT TOTAL = = = => 1,567.52 PARK MAINTENANCE ------------------------ - - - - -- 950199 JAMES L HOBBS MOWING /ATOR 80.00 950200 WAYNE CARVER MOWING /86TH ST 98.00 950201 ARLEY OWENS MOWING /ELM CREEK 594.00 950202 LARRY TURNER MOWING /RAYOLA 165.00 950606 BAILEY EQUIPMENT SUPPLIES 57.78 950607 MOULDER OLDHAM CO SUPPLIES 56.98 950608 HUGHES LUMBER CO SUPPLIES 25.97 950609 WATER PRODUCTS INC SUPPLIES 123.61 950610 ANCHOR STONE CO SCREENINGS 49.08 950670 TREASURER PETTY CASH REIMB PETTY CASH 1.95 950679 GO SYSTEMS FUEL 124.91 950714 OKLA NATURAL GAS 8/94 USE 90.28 950717 PSO 8/94 USE 372.07 DEPARTMENT TOTAL = = = => 1,839.63 ECONOMIC DEVELOPMENT ------------------------ - - - - -- 950625 INCOG DUES 7,090.25 950670 TREASURER PETTY CASH REIMB PETTY CASH 43.42 DEPARTMENT TOTAL =___> 7,133.67 FUND TOTAL =___> 44,015.64 CITY OF OWASSO AMBULANCE SERVICE FUND 9/29/94 16:18:32 A/P CLAIMS REPORT APAPVR PAGE: PO # VENDOR DESCRIPTION AMOUNT ---- - - - - -- ------------------- - - - - -- ------------------- - - - - -- ------- - - - - -- kMBULANCE ------------------------ - - - - -- 950430 BIO- SAFETY SYSTEMS 950631 BLUE RIDGE MEDICAL DEPARTMENT TOTAL = = = => FUND TOTAL = = = => SUPPLIES SUPPLIES 484.00 85.84 569.84 569.84 1 CITY OF OWASSO CITY GARAGE 9/29/94 16:18:32 A/P CLAIMS REPORT APAPVR PAGE: PO # VENDOR DESCRIPTION AMOUNT ---- - - - - -- ------------------- - - - - -- ------------------- - - - - -- ------- - - - - -- CITY GARAGE ------------------------ - - - - -- 950427 STAR LUBE VEHICLE MAINT 950459 RELIABLE TIRE AND AUTO TIRE REPAIRS 950590 ENLOW FORD TRACTOR, INC PARTS 950594 KIMBALL ACE HARDWARE SUPPLIES 950618 PERFECTION EQUIPMENT PARTS 950623 REYNOLDS RADIATOR REPAIR REPAIR 950624 WAL -MART SUPPLIES 950637 STANDARD AUTO SUPPLY PARTS 950707 OWASSO AUTO CARE & MAINT REPAIR 950716 MCI TELECOMMUNICATIONS 8/94 LONG DISTANCE 95Q717 PSO 8/94 USE 950718 SOUTHWESTERN BELL TELE. 8/94 PLEXAR DEPARTMENT TOTAL = = = => FUND TOTAL = = = => GRAND TOTAL = = = => 121.24 52.90 406.13 16.35 39.31 26.00 65.51 131.92 201.00 4.75 219.11 20.56 1,304.78 1,304.78 236,394.91 VENDOR TRANSFERS CITY GARAGE WORKER'S COMP SELF -INS GENERAL FUND GENERALFUND TRANSFERS TOTAL CITY OF OWASSO A/P TRANSFER REPORT DESCRIPTION AMOUNT TRANSFER FROM GENERAL FUND 2,333.33 TRANSFER FROM GENERAL FUND 11,512.50 TRANSFER FROM AMBULANCE FUND 10,000.00 TRANSFER FROM E -911 FUND 1,312.50 25,158.33 1 CITY OF OWASSO , PAYROLL PAYMENT REPORT ' PAY PERIOD ENDING DATE 09/17/94 DEPARTMENT AMOUNT r.4u...q'�!� /.�..3...................:......... ::::::. fhi:??::!•% r{{•+. v.• i:: i�{?. i;.}}}:• i:•i: ? ?•: ? ? ? ?r:;.;�} }�::' ?r:r:: rrrr:.vv:.v.v:.:v:: {:::::::.v:::: �ii��•�Li' •\.?`1::ifil'tvi:•: iiii:y:Q:j:;::;:•,:{:ti iiiiv'• ii} j:•::::::,::{{:;:;:;:;:;: y:::::::::: �:::''.•> ssi�$ Y; isi:•,;: i};>• j;:' �:::;? X'!;:;:;:;: y;: j:: j:::%:•,:•,:•,{:,: is�:? 3ii�YS .'• ?y}Y:��� >::�:iS:::::i'r'. •: v�: ?+:? ? ?A::::•.•.vn?w:•i:w uiiirrryvn } ?v ?.:;i;.i;y;�ii:4:• iii'' r '6: + ^i:•Sii:J'•ii:•iii:•iiiiii: iiiiiii: 4: O:4: ^: ^: ^: ?4• % ;ii:L:?4:•i:4:4:{ ?•iii:•: �: ? ? ?•ii:• •.vn:•.:v . . rrr.. v... n•. n ................ n. n.......:............... ..................... :..::::::: ::w: x.v:::.v:::: :. .•.v.:.::nv.4'Z:::•:::::::::::: :.: Finance 5,645.60 Municipal Court 1,211.86 Building Maintenance 0.00 ,:. :::.. ...... ...:.• :.•.: r:n ...r .:n:.•. \. ..:tip: .. .. .. .. .; 1. Central Dispatch 5,869.65 ?. Fire 28,396.84 Recreation Center 2,321.33 ����..:' �?'' �' h'{.} �{:.'?:::•:::;::::;+¢•::> p;:•: j> �::::': �>: ii» �>:'::::::::>:::::>: ««::«: >�< >:::::::� >: <:'::<::: ......... :M,.��,1, •,T,R; : �i�4 .%.,5,.,.........: .....:::..: ...............:........: ?: iii ::::::::::::::::::::•?: L' �: �: i>:<:;::::::::>::><:::<:>::::>::»:::>.:>: .ii:;i'.v:v.�:��...Rr.!..Q. } } {. .::::::::::::::nom:::::::::::::: i::::::::::::::::::. �.�Y.��3.::: Park Maintenance 2,634.99 rt ::::::. >. >.:.:... .... � �: :......::::::::.::':»:> i:<{.>:. i:.>:.>.......::::::::•::. ..... ......... .................... :....:: ........:.::.............................................. .......... :........:, >::::::::i >i:< < :::i:::: >i:::: >:::::::::::::..9 . .......���. �.i:.: APPROVED: 10/04/94 Mayor Council Member Council Member 1 1 1 1 1 IF., 4 0 CITY GARAGE PAYROLL PAYMENT REPORT PAY PERIOD ENDING DATE 09/17/94 APPROVED: Mayor Council Member Council Member 10/04/94 1 1 1 1 PROCLAMATION CITY OF OWASSO, OKLAHOMA WHEREAS, The OEDA, the Owasso Chamber of Commerce, the Owasso Reporter, and the City of Owasso have developed a special business recognition program as a means of honoring the valuable contributions of local, community - minded businesses; and, WHEREAS, The quality of life in Owasso is a reflection of the level of involvement exhibited by its business owners and employees and their active support of community events; and WHEREAS, The involvement of businesses through their support of local projects and promotions by the sharing of their resources, provides for the economic well- being of the community and demonstrates a commitment that goes beyond the standard measure of business success; and, WHEREAS, Oklahoma Natural Gas Company has demonstrated concern for the Owasso community through involvement in various community -wide projects; and, WHEREAS, A consistent quality in business operations, together with a focus on the betterment of Owasso through civic activity, merits appreciation and recognition by the entire community, NOW, THEREFORE, I, Jerry Duke, by virtue of the authority vested in me as Mayor of the City of Owasso, do hereby proclaim OKLAnomA NA'IuRA.L GAS COMPANY 4th Quarter 1994 Business of the Quarter IN WITNESS THEREOF, I have hereunto set my hand and caused the seal of the City of Owasso to be affixed this 4th day of October, 1994. Jerry Duke Mayor PROCLAMATION CITY OF OWASSO, OKLAHOMA WHEREAS, The City of Owasso is proud to welcome visitors from near and far to the community; and, WHEREAS, A unique situation has occurred wherein an Owasso citizen has corresponded with a citizen from Australia for over 27 years, and a special bond of friendship has developed between these two ladies; and, WHEREAS, That friendship has provided an opportunity for these friends to visit one another's homeland; and, WHEREAS, Ms Elizabeth Lucas from Alice Springs, Northern Territory, Australia, and her daughter, Ms Bobbie Robertson from Urangan, Queensland, Australia, are visiting in the home of Ms Jean Webb in Owasso; and WHEREAS, It is the desire of the citizens of Owasso to convey to our visitors the warmth and friendliness of the community of Owasso, NOW, THEREFORE, I, Jerry Duke, by virtue of the authority vested in me as Mayor of the City of Owasso, do hereby proclaim that ELIZABETH LUCAS be and hereby is an Honorary Citizen of the City of Owasso IN WITNESS THEREOF, I have hereunto set my hand and caused the seal of the City of Owasso to be affixed this 4th day of October, 1994. Jerry Duke Mayor PROCLAMATION CITY OF OWASSO, OKLAHOMA WHEREAS, The City of Owasso is proud to welcome visitors from near and far to the community; and, WHEREAS, A unique situation has occurred wherein an Owasso citizen has corresponded with a citizen from Australia for over 27 years, and a special bond of friendship has I developed between these two ladies; and, WHEREAS, That friendship has provided an opportunity for these friends to visit one another's homeland; and, ' WHEREAS, Ms Elizabeth Lucas from Alice Springs, Northern Territory, Australia, and her daughter, Ms Bobbie Robertson from Urangan, Queensland, Australia, are visiting in the home of Ms Jean Webb in Owasso; and WHEREAS, It is the desire of the citizens of Owasso to convey to our visitors the warmth and friendliness of the community of Owasso, NOW, THEREFORE, I, Jerry Duke, by virtue of the authority vested in me as Mayor of the City of Owasso, do hereby proclaim that BOBBIE ROBERTSON be and hereby is an Honorary Citizen of the City of Owasso IN WITNESS THEREOF, I have hereunto set my hand and caused the seal of the City of Owasso to be affixed this 4th day of October, 1994. Jerry Duke Mayor MEMORANDUM TO: MAYOR DUKE FROM: RODNEY J RAY SUBJECT: APPOINTMENTS TO SALES TAX WATCHDOG COMMITTEE DATE: September 12, 1994 BACKGROUND: In 1988 the citizens of Owasso passed a one cent sales tax extension. The ballot for that extension contained language that mandated the creation of a "Sales Tax Watchdog Committee" for the purpose of providing citizen review of the expenditure of the revenue produced by the sales tax extension. Members to the committee are appointed by the Mayor with Council confirmation. The committee was created immediately after passage of the sales tax and is comprised of fourteen members. The committee makeup was specifically designed to ensure representation from a broad spectrum of the community. To accomplish that objective, the committee members ' must represent designated community interest groups. Those groups and the number of representatives allocated to each are listed below. 1 J News Media - one slot Economic Development - one slot Retail Business - two slots Education - two slots Recreation Groups - one slot Financial Institutions - one slot Builders - one slot Senior Citizens - two slots Citizens -at -Large - three slots NOTE - Attached for your review is a list of members by category. The committee meets quarterly, on the second Monday of January, April, July and October. Meetings are approximately two hours in length and require about one hour preparation time, Appointments September 12, 1994 Page 2 with an occasional field visit prior to the meeting. All meetings begin at 7:00 p.m. and are. located in the Owasso Community Center. It should be noted that once appointed and confirmed, committee members serve for the life of the sales tax extension (2007) and may not be removed except by voluntary resignation. PROBLEM: During the past month the staff has received two resignations. from the committee. Those resignations were from the members listed below. • Mr Steve Barrett - Citizen -at -Large slot Resigned after moving from the community • Mr Mike Nance - Recreation Groups Resigned due to reduced involvement with youth, soccer The next meeting of the committee is scheduled for Monday, October 10, 1994. The two vacancies will contribute to the ongoing problem of having enough members present to conduct business. The latest date for Council confirmations of new appointments to the committee is October 4, 1994 (regularly scheduled Council meeting), however, if so desired, the appointments could be made at the next Council meeting (September 20, 1994). REQUEST: This request is for your consideration of appointments to the Owasso Sales Tax Watchdog Committee to fill the vacancies listed above. NOTE: In the past, the staff has maintained a list of persons who have expressed an interest in serving the community through certain boards and commissions, however, at this time we do not have such a list. Should you desire a listing of potential committee members, I will be glad ' to compile such a list. ATTACHMENT: 1. List of current committee members with information relating to the committee. ' 2. Original 1988 sales tax extension brochure 3. Ballot MEMBERS OWASSO SALES TAX WATCHDOG COMMITTEE ' NEWS MEDIA - One Slot Glenna Gay The Owasso Reporter 202 E Second Ave Owasso, OK 74055 272 -1155 OWASSO, OKLAHOMA ECONOMIC DEVELOPMENT - One Slot ' Tom Kimball Kimball's Hardware 8301 N Owasso Expy Owasso, OK 74055 272 -1146 ' RETAIL BUSINESS - Two Slots Harold Merrill 9417 N 136th E Ave ' Owasso, OK 74055 272 -7313 ' Bill Williams Williams Refuse 1807 N Elm ' Owasso, OK 74055 272 -7215 0 1P EDUCATION - Two Slots Dan Siemens Barnes Elementary School 202 E Broadway Owasso, OK 74055 272 -1153 Steve Holleman Owasso Schools 101 E 24th Ct Owasso, OK 74055 272 -9287 (h); 272 -6274 (w) RECREATION GROUPS - One Slot Mike Nance Owasso Soccer Club 8905 N 121st E Ave Owasso, OK 74055 272 -3687 FINANCIAL INSTITUTIONS - One Slot Billie Fulbright RCB Bank 86th St N & Hwy 169 Owasso, OK 74055 272 -1887 BUILDERS - One Slot Pat Woods Pat Woods Construction 8555 N 117th E Ave PO Box 3 Owasso, OK 74055 272 -5177 SENIOR CITIZENS - Two Slots John Leach Baptist Retirement Center 7411 N 122nd E Ave Owasso, OK 74055 272 -5531 John Groth 801 N Dogwood Owasso, OK 74055 272 -5179 CITIZENS -AT -LARGE - Three Slots Michael Philippi, Chairperson 8903 N 123rd E Ave Owasso, OK 74055 622 -8080 (w) Citizens -at -Large cont. Steve Barrett 312 N 20th St res 19 ned — Collinsville, OK 74021 258 -3581 Vicki Tapp 12510 E 77th St N Owasso, OK 74055 272 -6926 SUPPORT STAFF Rodney J Ray City Manager Sherry Bishop City Treasurer Steve Compton Assistant City Manager Marcia Boutwell, Secretary Executive Asst to City Manager This committee was formed following the 1988 tax extension bond election for the purpose of maintaining a strong citizen participation effort throughout the life of the sales tax extension and to insure the proper use of revenues generated. The committee meets on the second Monday of January, April, July, and October at 7:00 p.m. in the Community Center. Meetings are approximately two hours in length. Duties of the committee consist of reviewing all financial records relating to the 1988 Sales Tax Extension and acting as a public information liaison. Members of the committee are appointed by the Mayor with Council confirmation for the life of the sales tax extension. Legally the term of office is defined as "throughout the life of the Sales Tax Extension (10/1/2007) or until resignation ". "WATCHDOG COMMITTEE" A Citizen Watchdog Committee will be form- ed for the purpose of maintaining a strong citizen participation effort throughout the life of this sales tax extension and to insure the proper use of revenues generated. The committee will be comprised of fourteen people representing the following groups: NEWS MEDIA - ONE SLOT ECONOMIC DEVELOPMENT- ONE SLOT RETAIL BUSINESS - TWO SLOTS EDUCATION - TWO SLOTS RECREATION GROUPS - ONE SLOT FINANCIAL INSTITUTIONS - ONE SLOT BUILDERS - ONE SLOT SENIOR CITIZENS - TWO SLOTS CITIZENS AT LARGE - THREE SLOTS This committee will be required to meet at least quarterly for the purpose of reviewing the following reports: • LIST OF FUNDED PROJECTS WITH COST BREAKDOWN • STATUS OF EACH FUNDED PROJECT WITH % OF COMPLETION REPORT • TOTAL AMOUNT OF SALES TAX DOLLARS COLLECTED AND THE AMOUNT IN THE CAPITAL FUND AND FUTURE FUND • INVESTMENT REPORT ON ALL SALES TAX FUNDS EARMARKED FOR CAPITAL FUNDING • A FINAL REPORT ON EACH PROJECT AS IT IS COMPLETED All committee members will be appointed for the life of the sales tax extension. M 1=11 M M IM P k INVEST IN OWASSO'S FUTURE VOTE if E S OCT. 4TH A BLUEPRINT FOR BUILDING OWASSO I a Z QF--3 NPN Rt+IL _ � STS X04 4 lox':2 ` b }f�„ �H 7c2.-7 (D 7024 f ' C -,CA 'Gb T I s -1- ____ approved by a majority of the registered qual_ M -h voters, voting at the election for such purpose, tff Revenue Bonds provided in the above Propositlor _ No. 6 WILL NOT BE ISSUED. PROPOSITION NO. 7 "Shall Ordinance No. 395 of the City of Owasso be approved, which ordinance extends from September 1, 1992 to October 31, 2007, the termination date of the One Percent Sales (Excise) Tax • levied by Ordinance No. 326, as • amended of the City of Owasso and provides that the proceeds derived from such One Percent Sales (Excise) Tax shall be used to make deposits to =the debt service fund of the Owasso Public Works Authority for the purpos, of paying the principal and Interest the 1988 Revenue Bonds to be Issued pursuant to Proposition No. 1, Proposition No. 2, Proposition No. 3, �I Proposition No. 4, Proposition No. 5 and Proposition No. 6 above and to continue to make deposits to the sinking fund on the outstanding general obligation bonds of ,.1983 une 30, 1992, and thereafter 9 osltsnanmount peren U(15%a)of -the a d e PercentSal.es e caplt`C uti r and e ur p�ose8, f= unding a m o�em e�niFp oecs of also pis authorized,°by �� in an eke on Tpose; and requiring •sa revenues generated from said One ' 'Percent Sales Tax to be restricted for the, use 'of capital projects only, with <:said oprojects to be reviewed by the Capital Improvements Committee, �� approved by the City Council, with Ayersight given thereto by the Citizens' =)Natchdog Committee, which shall be ablished by the City Council, :subject to competitive bidding as required by law, with any additional Indebtedness Incurred by the Cil and /or the Authority utilizing Said Orin Percent Sales Tax requiring approval by the majority of the registered, qualified voters of the City, voting at periodic elections for such purposes ?" FOR- r` THE ABOVE PROPOSITION AGAINST—o'.' ABOVE PROPOSITION iTHE j VOTE BOTH SIDES i 'I fill r 1 7 L _ I.—' FOR INFORMATION CONTACT: NAME: Timothy Rooney DEPT: Planning - Community Development TELEPHONE: 272 -2251 SUBJECT: Ordinance No. 489 - Adopting Rezoning Action of City Council on 9 -20 -94 NOTE: All City Council Agenda items, including appropriate backup materials, and all items for the City Manager's Report, must be submitted to the office of the City Manager by NOON on WEDNESDAY preceding a Council meeting. SUMMARY; On September 20, 1994, the Owasso City Council unanimously approved Rezoning Case # OZ- 94 -05, rezoning property located in the N/2 of the NE /4 of the NE /4 of Section 19, Township 21 North, Range 14 East from AG (Agriculture) to CS (Commercial Shopping Center) and RS -2 (Residential Single Family Medium Density). The subject property to be rezoned is located at the southwest corner of E. 96th Street North and Garnett Road. Ordinance 489 formally adopts the actions of the Owasso City Council on September 20, 1994. ................. BUDGET: No Impact !Ngted i FINANCE DIRECTOR APPROVAL: N/A REQUEST FOR ACTION: All department items requiring Council approval must be submitted through City Manauer's offices Staff is recommending approval of Ordinance No. 489. DEPARTMENT DIRECTOR APPROVAL: '7j %Zoo.ye CITY MANAGER APPROVAL: ATTORNEY APPROVAL: CoDv to Mr. Cates BOARD /COMMITTEE APPROVAL: Planning Commission OTHER: CITY COUNCIL APPROVAL: FOR CITY MANAGER FIRST AGENDA DATE HEARING: USE: DATE RECEIVED 5 Request for Action Form No. 1 - June 1994 DATE: 9 -26 -94 9 -23 -94 9 -13 -94 : 9_ A l� _Cq APPROVED: SECOND AGENDA DATE: ORDINANCE /RESOLUTION: ORDINANCE NUMBER 489 CITY OF OWASSO, OKLAHOMA AN ORDINANCE APPROVING ZONING APPLICATION NUMBER OZ -94-05 CHANGING THE ZONING OF PROPERTY LOCATED IN THE NORTH HALF OF THE NORTHEAST QUARTER OF THE NORTHEAST QUARTER OF SECTION 19, TOWNSHIP 21 NORTH, RANGE 14 EAST, TULSA COUNTY, OKLAHOMA, FROM AG (AGRICULTURAL) TO CS (COMA ERCIAL SHOPPING CENTER ) AND RS -2 (RESIDENTIAL SINGLE FAMILY - MEDIUM DENSITY), AND REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT HEREWITH. WHEREAS, public hearings have been held regarding the request for rezoning of the property herein described; and, WHEREAS, the Owasso City Council has considered the recommendation of the Owasso Planning Commission and all statements for and against the requested rezoning of application OZ- 94 -05. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA THAT: SECTION 1: The zoning classification of the following described property, to-wit: The East 300 Feet of the North Half (N /2) of the Northeast Quarter (NE/4) of the Northeast Quarter (NE14) of Section 19, Township 21 North, Range 14 East of the Indian Base and Meridian, Tulsa County, Oklahoma, containing 5 acres more or less, be, and the same hereby is, rezoned from an AG (Agricultural) to a CS (Commercial Shopping Center) zoning district. SECTION 2: The zoning classification of the following described property, to -wit: The East 572 Feet of the North Half (N /2) of the Northeast Quarter (NE/4) of the Northeast Quarter (NE/4) of Section 19, Township 21 North, Range 14 East of the Indian Base and Meridian, Tulsa County, Oklahoma, Less and Except the East 300 Feet, containing 3 acres more or less, be, and the same hereby is, rezoned from an AG (Agricultural) to a RS -2 (Residential Single Family - Medium Density) zoning district. SECTION 3: That all ordinances or parts of ordinances in conflict herewith be, and the same hereby are, expressly repealed. PASSED AND APPROVED this 4th day of October, 1994. CITY OF OWASSO, OKLAHOMA By: Jerry Duke, Mayor ATTEST: Marcia Boutwell, City Clerk APPROVED AS TO FORM: Ronald D Cates, City Attorney owo d94.z5 I& M REQUEST FOR gCTION' REQUEST FI CITY MANAGER FI OPWA CIP FOR INFORMATION CONTACT: NAME: Timothv Roonev Fx COUNCIL FI OEDA FI OPGA DEPT: Planning - Community Development TELEPHONE: 272 -2251 SUBJECT: Ordinance No. 490 - Adopting Rezoning Action of City Council on 9 -20 -94 DATE: BOA FI WATCHDOG 9 -26 -94 PC FI OTHER NOTE: All City Council Agenda items, including appropriate backup materials, and all items for the City Manager's Report, must be submitted to the office of the City Manager by NOON on WEDNESDAY preceding a Council meeting. Ordinance 490 formally adopts the actions of the Owasso City Council on September 20, 1994. III BUDGET: No Impact Noted, FINANCE DIRECTOR APPROVAL: N/A ' REQUEST FOR ACTION: All department items requiring Council approval must be submitted through City Manager's office. Staff is recommending approval of Ordinance No. 490. DEPARTMENT DIRECTOR APPROVAL: -gym " e DATE: 9 -26 -94 CITY MANAGER APPROVAL: 9_.?9-911 ATTORNEY APPROVAL: Copy to Mr. Cates 9 -23 -94 BOARD /COMMITTEE APPROVAL: Planning Commission 9 -13 -94 L� 0 OTHER: CITY COUNCIL APPROVAL: FOR CITY MANAGER OFFICE USE: DATE RECEIVED: 9'_ 9 / _ 941 APPROVED: FIRST AGENDA DATE HEARING: IRequest for Action Form No. 1 - June 1994 P SECOND AGENDA DATE: ORDINANCE /RESOLUTION: ORDINANCE NUMBER 490 CITY OF OWASSO, OKLAHOMA AN ORDINANCE APPROVING ZONING APPLICATION NUMBER OZ -94-06 CHANGING THE ZONING OF PROPERTY LOCATED IN THE NORTH HALF OF THE NORTHEAST QUARTER OF THE NORTHEAST QUARTER OF SECTION 19, TOWNSHIP 21 NORTH, RANGE 14 EAST, TULSA COUNTY, OKLAHOMA, FROM AG (AGRICULTURAL) TO RS -2 (RESIDENTIAL SINGLE FAMILY - MEDIUM DENSITY), AND REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT HEREWITH. WHEREAS, public hearings have been held regarding the request for rezoning of the property herein described; and, WHEREAS, the Owasso City Council has considered the recommendation of the Owasso Planning Commission and all statements for and against the requested rezoning of application OZ- 94 -06. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA THAT: SECTION 1: The zoning classification of the following described property, to -wit: All of the North Half (N /2) of the Northeast Quarter (NE/4) of the Northeast Quarter (NE/4) of Section 19, Township 21 North, Range 14 East of the Indian Base and Meridian, Tulsa County, Oklahoma, Less and Except the East 572 Feet of said North Half, containing 12 acres more or less, be, and the same hereby is, rezoned from an AG (Agricultural) to a RS -2 (Residential Single Family - Medium Density) zoning district. SECTION 2: That all ordinances or parts of ordinances in conflict herewith be, and the same hereby are, expressly repealed. PASSED AND APPROVED this 4th day of October, 1994. CITY OF OWASSO, OKLAHOMA By: Jerry Duke, Mayor ATTEST: Marcia Boutwell, City Clerk APPROVED AS TO FORM: Ronald D Cates, City Attorney oword94. z6 Y�r 1 MEMORANDUM TO: RODNEY J. RAY ' CITY MANAGER I FROM: M. A . ALEXANDER �00 CHIEF OF POLICE SUBJECT: PURCHASE OF COPIER IDATE: September 30, 1994 IBACKGROUND: In July 1991, the City of Owasso entered into a three year contract with Lease America for a Toshiba copy machine at a payment of $236.00 per month. This agreement provided a buy out clause option upon completion of the lease. During this period, Lease America was purchased by G.E. Capital . The copier which has been used at the Owasso Police Department for the past three years is described as a Toshiba Model 8510 with an MD -3 duplexer, MG -5 sorter with a MP -101 large cassette. The final payment of the lease agreement has been made. The total cost of purchasing this copier utilizing the buy out clause is $1,131.64. However, a monthly cost of $112 will still be required to continue the maintenance of the machine and will include all toner and cartridges for the copier. Other options available which have been considered are: 1.) An upgrade of the Toshiba copy machine to a newer model at a monthly cost slightly higher than the current lease. 2.) To continue to lease the current copier at the same cost as now being paid, but on a month -to -month basis. 3.) Purchase of the current copier. Option one would afford the department a much better copier at approximately the same monthly cost. Yet, the existing copier still performs adequately and the cost benefit ratio does not justify a long term commitment to a new lease. Option two is not financially feasible as there would be no improvement to the copier. This option would further require the department to needlessly continue paying $236 a month, and in five months, the result of this continued payment would more than pay for the buyout. Option three is recommended. Although the current copier is aged and some of the more ' updated features are not available, the equipment still functions sufficiently and should meet the needs of the department for the remainder of the fiscal year. At the end of ' this year, an evaluation of the copy machine will be made to access how the equipment is currently meeting the needs of the police department. RECOMMENDATION: Staff recommends the purchase of the Toshiba Model 8510 from G.E. Capital in Cleveland, Ohio for $1,131.64. ATTACHMENTS: G. E. Capital Invoice Equipment Lease Terms and Conditions Funds Addendum 9 I � .r. G.E. CAPITAL INVOICE G_E- CAPITAL CORPORATION r 7j.` tizil ".5083111 CEDAR RAPIDS, IA 52406 -3083 800. 553.7286 319.378.7643 FX r.r�� rar "'%t lr-rQr vvvmoov ATTN CHIEF ALEXANDER 4 JV ikl05 `Tff "M�l4I ■ °�1 OWASSO OK 74055 INVOICE DATE: SEPT. 30, 1994 DUE DATE: OCT. 20, 1994 BUYOUT Or EQUIPMENT PROM THE FOLLOWING LEASE AGREEMENT: 6159994.002 TOSHIBA 8510 COPIER PURCHASE PRICE $ 1489.43 (PER LEASE FMV) DEDUCT SECURITY DEPOSIT ($ 472.00) TOTAL DUE $ 1131.64 SEND CHECK TO: G.E. CAPITAL CORPORATION P.13. SO)k s4tis CLEVELAND. QH 44101 -4830 M FAA F. VAKF— SIIPF..T11A T M 19 ArJli)I IMTJlt,1sa.RAe M 0 N —y'0I Ili r. RF CK ------------------- ------- ---- ------- ------------ ------- ----- ------- ... r .... ................�_�.��. - - -- 800- 663 -7286 ASSET MANAGEMENT 319 - 378 -7643 319- 378 -7626 ' r.00l¢'] rD; U rd /01 J60 OM ZZ7 _ LESSOR LsASeAmerlcA Corporation Vendor Services Division LAA0aAAAffFj _-^ 4333 Edgewood Road N.E. MATS Cedar Rapids, Iowa. 52499 Aaoenown to EOwpTMt L*4•4 No. NON-APPROPRIATION OF FUNDS ADDENDUM This Add e dum shall become part of the above numbered Lease between Lessor and Lessee. Notwithstanding any provision In the Lease to the contrary, Lessor and Lessee agree that in the event the Lessee is not appropriated sufficient funds for the purchase, lease or rental of equipment which will perform services and functions which in whole or in part are essentially the same services and functions for which the Equipment was leased (if such appropriation Is specifically required to pay the Lease payments herein); and funds are not otherwise available to Lessee to pay the rental payments; and there Is no other legal procedure by which payment can be made to Lessor, and the non appropriation of funds did not result from any act or failure to act on the part of the Lessee, Lessee shall have the right to return the Equipment to Lessor (at Lessee's expense, to a destination Lessor directs, in good working condition less normal wear and tear); and cancel this Lease by a Notice to such effect served not less than thirty (30) days prior to the and of the Lessee's fiscal year (hereinafter the "notice ") should Lessee provide Lessor with notice, Lessor may request from Lessee, at Lessor's option, an opinion of Lessee's counsel affirming the facts stated herein along with all reasonable requested documentation which provides sufficient proof of such facts. Upon such early cancellation, Lessee may not thereafter acquire functionally similar equipment nor may Lessee otherwise contract for services and /or products which are similar In nature as was being provided by the equipment subject to this Lease for the duration of the full original term of the Lease. In the event, subsequent to such early cancellation, funds are made available to Lessee for equipment which will perform services and functions which In whole or In part are the same services and functions for which the Equipment was originally leased, Lessee agrees, at Lessor's option, to purchase, lease or otherwise acquire such equipment from Lessor, ACCEPTED BY LESSOR ON ACCEPTS BY LESSEE ON By Title 19 / MUNICIPAL CERTIFICATE M 6111 Title Title I, the undersigned, hereby certify that the individuals) who executed the above referenced Lease Agreement had at the time of execution of the Lease Agreement full power and authority to execute the Lease Agreement and that all required procedures necessary to make the Lease Agreement a legal and binding obligation of the Lessee have been followed. I also do hereby certify that payments due and payable by the Lessee under the Lease Agreement for the current lease term gW within the c rrent budget and yevlthin n a pllable, n�, hausted and u;encurribered appropriation of the IN WITNESS WHEREOF, I have set my hand this —�c� day of Q ATTEST wam AGENCY IAL Signature Q/lLCJ Title ��LESSOR EQUIPMENT LEASE Loa" No. LeaseAmerica Corporation - Vendor Group t�.�sEwtvaMCaaL:o 4333 Edgewood Road N.E. • Cedar Rapids, Iowa 52499 LESSEE (FUII Legal Name) Name City of Owasso — Police Depart en Adaross try t Suits zip P_0 Rnx 18n Ow,ccn ray 7GO5S VENDOR Name city State WPGr rn RiiginaGC Prnrittrt-c Tnr Tulsa OY THIS LEASE IS SUBJECT TO THE TERMS AND CONDITIONS PRINTED HEREON AND ON THE REVERSE SIDE, ALL OF WHICH ARE MADE APART HEREOF AND WHICH LESSEE ACKNOWLEDGES HAVING READ. THIS LEASE IS NOT BINDING UNTIL ACCEPTED BY LESSOR LESSEE (A: Stated Above) LESSOR /X - iris) By X (Signature) (Signature Only) (Title) Its CO- LESSEE (it Applicable) (Title) Date Accepted ...One............ .. One............ ..One............ .. One............ X (Signature Only) (Title) X (Signature Only) (Title) TERMS AND CONDITIONS • PLEASE READ CAREFULLY BEFORE SIGNING DESCRIPTION OF EQUIPMENT LEASED .... TOSHIBA.. MODEL ..8510- .Copier and Cabinet ........... ................... ......... ....... C 41,`'0 7 .... TOSHIBA..MODEL . MD -3.. Duplexer ................ _ .............. ............................... y4- 0 a� 2 0 �, ... TOSHIBA_MODEL . M.G -5. Sorter .................................... ............................... /?1 Z 95' ... TOSiiIBA. MODEL. MP- 1.Q.7,._Large.. Cassette .................. ............................... HEDU 36 monthly rental payments of s located at Lessee's add �I $ tai 47 Refund upon o expiration of the Lease, provided all Lease terms and conditions have been property fulfilled by Lessee. 1. LEASE. Lessor hereby leases to Lessee and Lessee hereby leases from Lessor the equipment described above ( "Equipmem-) upon the terms and conditions set forth in this Lease Agreement (-Lease j. The term - Lessee" shall include all Lessees who have signed this Lease. each of whom snail be faintly and severally Gable. L TEAM AND RENL Lessee shall pay Lessor rem for the use of the Equipment. at such place as Lessor may designate. aggregate nett over the term of this lease equal to the total number of rental payments, multiplied by the amount of each Payment Pius aophable taxes. (The due date of the first rental payment is the date upon which the Equipment is delivered to Lessee. or any later date designated by Lessor.) The security deposit is due and payable at the time Lessee signs this Lease. 1 DELIVERY AND ACCEPTANCE OF EQUIPMENT. Lessee agrees that it has selected both the vendor and the Equipment Prior to requesting Lessor to Nrcrtase the same for ttis Lease and M9 Lessee leases the Equipment in an -AS IS" condition. All costs of delivery and installation are the sole responsibility of Lessee. Lessor shall no be Gable far any loss or damage resulting tram arty delay or failure to deliver any item of Equipment . Upon delivery of the EoLaprnent to the =tion identified above. Lessee shall insoect the Equipment and it acceptable Lessee shall verity with Lessor or its representative that the Equipment is acceptable. ONCE THE CERTIFICATE OF ACCEPTANCE HAS BEEN SIGNED BY THE LESSEE. OR LESSEE VERIFIES THE ACCEPTABILITY OF THE EQUIPMENT. THIS LEASE SHALL BE NONCANCELLABLE FOR THE RILL LEASE TERM. If Lessee cancels this Lease after signing this Lease but prior to delivery of the Equipment. or it Lessee refuses to verity acceptability at the Equipment within a reasonable time after the Equipment has been delivered. installed and ready for use. Lessee agrees to indemnity, defend and hold harmless Lessor tom any claims or bsse& incuding attorney fees arising out of a demand for payment of the purchase price of the Equipment. including demands from the manufacturer or vendor at the Equipment. Lessor shall not be liable for specific performance of the Lease a for damages if the manufacturer or vendor delays or tails to deliver the Equipment. t. AtS�PPPDLNCE OF LEASE Lessee acknowledges that Lessor shall no become contractually bound by this agreement until a is accepted by Lessoc Lessor has no connection w atsoever will the veroor, and no representation as to IM Emornem or any other matter by the vendor shall relieve Lessee of any obligation under this Lease. ISC S. DLAIMER OF WARRANTIES. LESSEE ACKNOWLEDGES THAT LESSOR IS NOT THE MANUFACTURER OF THE EQUIPMENT, NOR THE MANUFACTURER'S OR VENDOR'S AGENT, AND LESSEE REPRESENTS THAT LESSEE HAS SELECTED THE EQUIPMENT BASED UPON ITS OWN JUDGMENT AND DISCLAIMS ANY RELIANCE UPON ANY STATEMENTS OR REPRESENTATIONS MADE BY LESSOR. LESSOR HAS NOT MADE AND SPECIFICALLY DISCLAIMS ANY REPRESENTATION OR WARRANTY OF ANY KIND. DIRECTLY OR INDIRECTLY, EXPRESS OR IMPLIED. WITH RESPECT TO THE SUITABILITY, DURABIU Ty. DESIGN. OPERATION OR CONDITION OF THE EQUIPMENT OR ANY PART THEREOF. ITS MERCHANTABILITY, ITS FITNESS FOR USE FOR THE PARTICULAR PURPOSES AND USES OF LESSEE, OR OTHERVJSE. LESSOR SHALL NOT BE LIABLE TO LESSEE FOR ANY LOSS. DAMAGE, OR EXPENSE OF ANY KIND OR NATURE CAUSED DIRECTLY OR INDIRECTLY BY ANY EQUIPMENT LEASED HEREUNDER OR FOR ANY DAMAGES BASED ON STRICT OR ABSOLUTE TORT LIABILITY OR LESSOR'S NEGLIGENCE. NO DEFECT OR UNFITNESS OF THE EQUIPMENT SHALL RELIEVE LESSEE OF ANY OBLIGATION UNDER THIS LEASE. LESSOR AGREES. TO THE EXTENT THEY ARE ASSIGNABLE. TO ASSIGN TO LESSEE. WITHOUT RECOURSE TO LESSOR. ANY WARRANTIES RECEIVED BY LESSOR WITH RESPECT TO THE EQUIPMENT SEE REVERSE SIDE FOR ADDITIONAL TERMS AND CONDITIONS UNCONDITIONAL GUARANTY OF LEASE In consideration of the malting of the above Equipment Lease (the Lease) by Lessor named above ( Lessor) with Lessee named above (Lessee). at the request of the undersigned and in reliance on this guaranty. the undersigned (if more than one. then jointly and severalty) as a direct and primary obligation, guarantees to Lessor and any assignee of Lessor (both referred to as - Holder") the prompt payment of all payments, presently or hereafter. to be made by the L.esee pursuant to the terms of the Equipment Lease and further guarantees the performance by the Lessee of all the terms, conditions. and covenants at the Lease, regardless of any invalidity, of unendorceability thereof. This shall be a continutng guaranty and indemnity. The undersigned promises to on all of the Holders erpenses incurred in enforcing this guaranty. The undersigned waives notice at acceptance, presentmmd. demand, protest. notice of protest or notice of default and consents that the Holder may grant the Lessee arty extension or indulgency under me Lease, and may proceed directly against the undersigned w shout first proceeding against Lessee or disposing of any security afforded Holder under the Lease. Accounts settled between Holder and Lessee shall bind me undersigned. This guaranty agreement shall be governed by and construed in accordance with the laws of the State of Iowa. The undersigned hereby consents and submits to the jurisdiction of the respective courts of the County of Linn of the State of Iowa for enforcement of this guaranty. This guaranty shall bind the respective heirs. adriinistrators, representatives, successors and assigns of the undersigned. X Individually X Individually X Individually X Individually CERTIFICATE OF ACCEPTANCE OF LEASED EQUIPMENT Lessee's signature hereon authorizes Lessor to verity by telephone with an authdnzed fepfesenatM of Lessee on an inspectnorvvenfiation certiflaie. a copy of which will be forwarded to Lessee upon completion by Lessor. me date me Equipment was delivered to lessee: the serial numbers for me Equipment: mat all necessary installation has been compMed; bat the Equipment has been ehomined by the Lessee and is in good operating order and condition and is in all ms0erts Utsfxtory to Lessee and that the Equipment is accepted by Lessee for all purposes under the Lease. Lessee hereby authonzes Lessor to either insert or correct the Lease number, serial numbers, model numbem begirnng date, signature dates. and Less" s name. LESSEE ...One............ .. One............ .One.......... .. One............ (Signature Only) (Title) TERMS AND CONDITIONS • PLEASE READ CAREFULLY BEFORE SIGNING DESCRIPTION OF EQUIPMENT LEASED type, rnaKe, mooei rvumoer ....TOSHIBA..MODEL . 8510 -Copier. -and . Cab_ inet ............................ oe�i +_ G . .. . . . .. �--' (► 7 ... TOSHIBA..MODEL . MD -3.. Duplexer ................................ ............................... O dY 2o .. TOSHIBA. -MODEL. M.. G- 5 ... Sorter ................................... ............................... /4 l 2 9 ...TOSHIBA.. MODEL. MP- 1.0.1.. Large.. Casse. t. te .................. ............................... Dj (, 0 // .................... I ... ....... .................... ..... ... .... .................................... ................................. I... EQUIPMENT LOCATION. Complete only if equipment will not be located at Lessee's_ address above. Address City State County SCHEDULE OF RENTAL PAYMENTS SECURITY DEPOSIT 36 monthly rental payments of $ 236.00 plus tax $ 472.00 Refundable upon expiration of the Lease, provided all Lease terms and conditions have been properly fulfilled by Lessee. 1. LEASE. Lessor hereby leases to Lessee and Lessee hereby leases from Lessor the equipment described above ("Equipment ") upon the terms and conditions set forth in this Lease Agreement ( "Lease "). The term "Lessee" shall include all Lessees who have signed this Lease, each of whom shall be jointly and severally liable. 2. TERM AND RENT. Lessee shall pay Lessor rent for the use of the Equipment, at such place as Lessor may designate, aggregate rent over the term of this lease equal to the total number of rental payments, multiplied by the amount of each payment plus applicable taxes (The due date of the first rental payment is the date upon which the Equipment is delivered to Lessee, or any later date designated by Lessor.) The security deposit is due and payable at the time Lessee signs this Lease 3. DELIVERY AND ACCEPTANCE OF EQUIPMENT. Lessee agrees that it has selected both the vendor and the Equipment prior to requesting Lessor to purchase the same for this Lease and that Lessee leases the Equipment in an "AS IS" condition All costs of delivery and installation are the sole responsibility of Lessee. Lessor shall not be liable for arty loss or damage resulting from any delay or failure to deliver any item of Equipment. Upon delivery of the Equipment to the locnon identified above. Lessee shall inspect the Equipment and if acceptable Lessee shall verity with Lessor or its representative that the Equipment is acceptable. ONCE THE CERTIFICATE OF ACCEPTANCE HAS BEEN SIGNED BY THE LESSEE, OR LESSEE VERIFIES THE ACCEPTABILITY OF THE EQUIPMENT, THIS LEASE SHALL BE NONCANCELLABLE FOR THE FULL LEASE TERM. If Lessee cancels this Lease after signing this Lease but prior to delivery of the Equipment, or if Lessee refuses to verity acceptability of the Equipment within a reasonable time attar the Equipment has been delivered• installed and ready for use, Lessee agrees to indemnity, defend and hold harmless Lessor from any claims or losses. including attorney fees, arising out of a demand for payment of the purchase pnce of the Equipment, including demands from the manufacturer or vendor of the Equipment. Lessor shall not be liable for specific performance of this Lease or for damages if the manufacturer or vendor delays or fails to deliver the Equipment. t. ACCEPTANCE OF LEASE. Lessee acknowledges that Lessor shall not become contractually bound by this agreement until it is accepted by Lessor. Lessor has no connection whatsoever with the vendor, and no representation as to the Equipment or arry other matter by the vendor shall relieve Lessee of any obligation under this Lease. s. DISCLAIMER OF WARRANTIES. LESSEE ACKNOWLEDGES THAT LESSOR IS NOT THE MANUFACTURER OF THE EQUIPMENT, NOR THE MANUFACTURER'S OR VENDOR'S AGENT, AND LESSEE REPRESENTS THAT LESSEE HAS SELECTED THE EQUIPMENT BASED UPON ITS OWN JUDGMENT AND DISCLAIMS ANY RELIANCE UPON ANY STATEMENTS OR REPRESENTATIONS MADE BY LESSOR. LESSOR HAS NOT MADE AND SPECIFICALLY DISCLAIMS ANY REPRESENTATION OR WARRANTY OF ANY KIND. DIRECTLY OR INDIRECTLY, EXPRESS OR IMPLIED, WITH RESPECT TO THE SUITABILITY, DURABILITY. DESIGN, OPERATION OR CONDITION OF THE EQUIPMENT OR ANY PART THEREOF, ITS MERCHANTABILITY, ITS FITNESS FOR USE FOR THE PARTICULAR PURPOSES AND USES OF LESSEE, OR OTHERWISE LESSOR SHALL NOT BE LIABLE TO LESSEE FOR ANY LOSS. DAMAGE, OR EXPENSE OF ANY KIND OR NATURE CAUSED DIRECTLY OR INDIRECTLY BY ANY EQUIPMENT LEASED HEREUNDER OR FOR ANY DAMAGES BASED ON STRICT OR ABSOLUTE TORT LIABILITY OR LESSOR'S NEGLIGENCE. NO DEFECT OR UNFITNESS OF THE EQUIPMENT SHALL RELIEVE LESSEE OF ANY OBLIGATION UNDER THIS LEASE. LESSOR AGREES, TO THE EXTENT THEY ARE ASSIGNABLE. TO ASSIGN TO LESSEE, WITHOUT RECOURSE TO LESSOR. ANY WARRANTIES RECEIVED BY LESSOR WITH RESPECT TO THE EQUIPMENT SEE REVERSE SIDE FOR ADDITIONAL TERMS AND CONDITIONS UNCONDITIONAL GUARANTY OF LEASE In consideration of the making of the above Equipment Lease (the Lease) by Lessor named above (Lessor) with Lessee named above (Lessee), at the request of the undersigned and in reliance on this guaranty, the undersigned (if more than one, then jointly and severally) as a direct and primary obligation, guarantees to Lessor and arry assignee of Lessor (both referred to as •'Holder'l the prompt payment of all payments. presently or hereafter, to be made by the Lessee Pursuant to the terms of the Equipment Lease and further guarantees the performance by the Lessee of all the terms, conditions• and covenants of the Lease. regardless of any imnlidity or unenforceability thereof. This shall be a continuing guaranty and indemnity. The undersigned promises to pay all of the Holders expenses incurred in enforcing this guaranty. The undersigned waives notice of acceptance, presentment, demand, protest, notice of protest or notice of defaurt and consents that the Holder may grant the Lessee any extension or indulgency under the Lease, and may proceed directly against the undersigned without first proceeding against Lessee or disposing of arty security afforded Holder under the Lease. Accounts settled between Holder and lessee shall bind the undersigned. This guaranty agreement shall be govemed by and construed in accordance with the laws of the State of Iowa. The undersigned heretry consents and submits to the jurisdiction of the respective courts of the County of Linn of the State of Iowa for enforcement of this guaranty. This guaranty shall bind the respective heirs, administrators, representatives• successors and assigns of the undersigned. X , Individually X , Individually X , Individually X Individually CERTIFICATE OF ACCEPTANCE OF LEASED EQUIPMENT Lessee's signature hereon authorizes Lessor to verity by telephone with an authorized representative of Lessee on an inspectioniverification certificate, a copy of which will be forwarded to Lessee upon completion by Lessor, the date the Equipment was delivered to Lessee: the senal numbers for the Equipment: that all necessary installation has been completed; that the Equipment has been examined by the Lessee and is in good operating order and condition and is in all respects satisfactory to Lessee and that the Equipment is accepted by Lessee for all purposes under the Lease. Lessee hereby authorizes Lessor to either insert or correct the base number, serial numbers. model numbers, beginning date. signature date, and Lessee's name. LESSEE [�_v M M M M M M M t- A M M i so F-1 REQUEST FTI CITY MANAGER FTIOPWA CIP FOR INFORMATION CONTACT: :QUEST FOR ACTION Q COUNCIL FI OEDA FI OPGA NAME: Rohn Munn DEPT: Enoineerino TELEPHONE: 272 -4959 SUBJECT: _Water and Wastewater Improvements DATE: September 28,1994 FI BOA PC FI WATCHDOG OTHER NOTE: All City Council Agenda items, including appropriate backup materials, and all items for the City Manager's Report, must be submitted to the office of the City Manager by NOON on WEDNESDAY preceding a Council meeting. SUMMARY: The construction of the water and wastewater is complete, inspected, tested and meets the standards set forth by the City of Owasso. BUDGET: FINANCE DIRECTOR APPROVAL REQUES.T.,FOR ACTION All. ;depart ment items requiring Council approval must be submitted through, City Manager's office. Request Council approval of the water and wastewater system that serves Barrington Point II. DEPARTMENT DIRECTOR APPROVAL:, l ATE: �� �� CITY MANAGER APPROVAL: ATTORNEY APPROVAL: BOARD /COMMITTEE APPROVAL: OTHER: CITY COUNCIL APPROVAL: FOR CITY MANAGER OFFICE USE: DATE RECEIVED: _ y APPROVED: FIRST AGENDA DATE: �V _ ,� -e�4 SECOND AGENDA DATE: HEARING: Request for Action Form No. 1 - June 1994 ORDINANCE /RESOLUTION: MEMORANDUM TO: RODNEY J. RAY CITY MANAGER FROM: ROHN MUNN ENGINEERING TECHNICIAN SUBJECT: ACCEPTANCE OF WATER AND WASTEWATER IN BARRINGTON POINT H DATE: September 28,1994 BACKGROUND: The final plat for Barrington Point was approved by the City Council on September 21,1993. The Department Of Environmental Quality approved the construction plans for the entire platted area on February 23,1994. The Department Of Environmental Quality issued two permits, one for the water lines (Permit No. WL000072930712, PWSID No. 3007218), and the other for the sanitary sewer lines (Permit No. SL000072930713, S- 21310), for construction. The water lines were inspected by staff during the construction, and the staff conducted the appropriate testing. The construction of the sanitary sewer lines were inspected by the staff along with monitoring the contractor pulling the mandrel through all the 8" lines. The construction of both the water and the sanitary sewer lines, materials used, and testing has met and /or exceeded the design standards of the City of Owasso. The streets and storm sewers are not complete as of today. The staffs policy is that when a ' Developer wants the City to accept part of the infrastructure (water and sanitary sewer lines), he /she is required to provide a performance bond of 100% in lieu of the construction remaining. This performance bond must be filed with the Public Works, Engineering Division. As of today, this bond is not in place. The Developer is also required to provide the City with maintenance bonds for the water and sanitary sewer lines. The maintenance bond(s) are not on file as of today. I RECOMMENDATION: The staff recommends Council approval of the water and sanitary sewer lines contingent upon meeting the following: 1) A current one year maintenance bond be filed with the Public Works - Engineering Division by 10 -4 -94. 2) That a performance bond or approved agreement be on file by 10 -4 -94 representing 100% of the remaining construction items for Barrington Point II. 1 1 REQUEST REQUEST FTICITY MANAGER OPWA CIP FOR INFORMATION CONTACT: NAME: Rohn Munn l x l COUNCIL FI OEDA FI OPGA DEPT: Enaineerina TELEPHONE: 272 -4959 SUBJECT: Water and Wastewater, Storm Sewer, Street DATE: September 28,1994 BOA F-1 PC FI WATCHDOG FI OTHER NOTE: All City Council Agenda items, including appropriate backup materials, and all items for the City Manager's Report, must be submitted to the office of the City Manager by NOON on WEDNESDAY preceding a Council meeting. The construction of the water and wastewater, storm sewer and streets are complete, inspected, tested and meets the standards set forth by the City of Owasso. ............... ............................... BUDGET: FINANCE DIRECTOR APPROVAL: . ::::::: PW REQUEST! FOR ACTION: All department items requiring Council approval.rnust be submitted through City Manager's office. ......... ......... ......... ......... Request Council approval of the water and wastewater, storm sewer and street system that serves Double Oaks IV. r DEPARTMENT DIRECTOR APPROVAL: CITY MANAGER APPROVAL: ATTORNEY APPROVAL: BOARD /COMMITTEE APPROVAL: OTHER: CITY COUNCIL APPROVAL: FOR CITY MANAGER ' FIRST AGENDA DATE: HEARING: DATE: DATE RECEIVED: - _ .S/ APPROVED: /0- 4-2+ — Request for Action Form No. 1 - June 1994 SECOND AGENDA DATE: ORDINANCE /RESOLUTION: I1 u o .:�► RI1► I TO: RODNEY J. RAY CITY MANAGER FROM: ROHN MUNN ENGINEERING TECHNICIAN SUBJECT: ACCEPTANCE OF WATER AND WASTEWATER, STORM SEWER AND STREETS IN DOUBLE OAKS IV DATE: September 28,1994 BACKGROUND: The final plat for Double Oaks Estates was approved by the City Council on June 7,1994. Double Oaks Estates' plat was amended and approved by Council on June 21,1994 (therefore becoming known as Double Oaks IV). The Department Of Environmental Quality received the construction plans on September 14,1994 by the engineer. As of today, there has not been any type of approval given for the water and wastewater. The water lines were inspected by staff during the construction, and the staff conducted the appropriate testing. The construction of the sanitary sewer lines were inspected by the staff along with monitoring the contractor pulling the mandrel through all the 8" lines. The construction of both the water and the sanitary sewer lines, materials used, and testing has met and /or exceeded the design standards of the City of Owasso. The storm sewer is complete and has been inspected by staff and meets the standards set forth by the City of Owasso. The streets will be completed today. So far all the streets have been inspected and approved by staff, and they meet the City's current standards. As of 9/27/94, maintenance bonds for the water, wastewater, and storm sewer systems have been received. Since the streets are still not finished but are to be completed sometime late today, there will need to be a maintenance bond filed with the Public Works - Engineering Division prior to 10- 4-94. If everything goes well, we should have everything by 10 -4 -94. RECOMMENDATION: The staff recommends Council approval of the infrastructure, and streets that serve Double Oaks IV contingent upon meeting the following: 1) Current maintenance bond for the street on file with the Public Works - Engineering Division by 10 -4 -94. 2) The Department Of Environmental Quality issues approval of the construction plans for the water and wastewater system. MEMoxnrmunz ' BACKGROUND: ' Recently the staff has received several questions relating to availability of an "Enterprise Zone ". Those questions have come from companies that are interested in locating their business in Owasso. As a result of those questions, the staff has reviewed the requirements and benefits for designating a portion of the City of Owasso as an Enterprize Zone. As defined by the Oklahoma Enterprise Zone Act, an Enterprise Zone is "an area within or contiguous to the corporate limits ' of any city or town of this state which the Oklahoma Department of Commerce approves, upon application, as an area of economic distress as determined by its guidelines which include the fact that a majority of the households within the specified area have an income of less than ' eighty percent (80 %) of the median income of this state as specified in this act." 1990 Census data from the Oklahoma Department of Commerce (ODOC) has confirmed that Census Block Group 200 of Census Tract 58.01 in the City of Owasso meets the Department's requirements and can be considered as a potential Enterprise Zone (see Owasso Enterprise Zone Map). If submitted and approved, those new or expanding enterprises located within the Enterprise Zone boundaries are eligible for the following incentives: 1. Twice the amount of investment tax credits as provided for in Section 235.74 of Title 68 of the Oklahoma Statutes. 2. Sales tax exemptions for certain manufacturers as provided for in Section 1359 of Title 68 of the Oklahoma Statutes. 3. Low interest loans as provided for in Section 690.16 of Title 62 of the Oklahoma ' Statutes. IP TO: R RODNEY J RAY CITY MANAGER FROM: S STEVE COMPTON ' C COMMUNITY DEVELOPMENT DIRECTOR SUBJECT: R RESOLUTION AUTHORIZING STAFF TO SUBMIT ENTERPRISE ZONE APPLICATION DATE: S September 29, 1994 BACKGROUND: ' Recently the staff has received several questions relating to availability of an "Enterprise Zone ". Those questions have come from companies that are interested in locating their business in Owasso. As a result of those questions, the staff has reviewed the requirements and benefits for designating a portion of the City of Owasso as an Enterprize Zone. As defined by the Oklahoma Enterprise Zone Act, an Enterprise Zone is "an area within or contiguous to the corporate limits ' of any city or town of this state which the Oklahoma Department of Commerce approves, upon application, as an area of economic distress as determined by its guidelines which include the fact that a majority of the households within the specified area have an income of less than ' eighty percent (80 %) of the median income of this state as specified in this act." 1990 Census data from the Oklahoma Department of Commerce (ODOC) has confirmed that Census Block Group 200 of Census Tract 58.01 in the City of Owasso meets the Department's requirements and can be considered as a potential Enterprise Zone (see Owasso Enterprise Zone Map). If submitted and approved, those new or expanding enterprises located within the Enterprise Zone boundaries are eligible for the following incentives: 1. Twice the amount of investment tax credits as provided for in Section 235.74 of Title 68 of the Oklahoma Statutes. 2. Sales tax exemptions for certain manufacturers as provided for in Section 1359 of Title 68 of the Oklahoma Statutes. 3. Low interest loans as provided for in Section 690.16 of Title 62 of the Oklahoma ' Statutes. IP RESOLUTION 94 -13 September 29, 1994 Page 2 COST: There is no cost to the City of Owasso as a result of designating the area as an Enterprise Zone. Additionally, there is no loss of tax base to the school system as a result of businesses utilizing I the Enterprise Zone incentives. RECOMMENDATION: The staff recommends approval of Resolution 94 -13, and that the Council authorize the Mayor I to submit an application for Enterprise Zone designation. ATTACHMENTS: 1. ODOC Enterprise Zone Application Form 2. Resolution 94 -13 /Boundary Description 3. Owasso Enterprise Zone Map Name of city Address CKLiiii� D C I A [ T Y L M T (/ f vC 0 Y M C[ G E APPUCATION FOR ENTERPRISE ZONE City of Owasso P.O. Box 180 Owasso, OK. ZIP 74055 Telephone ( 918) _ 272 -2251 Contact person Rodney J. Ray City Manager Office use only Approved — Disapproved Date Signed Description of area within corporate city limits to be included in the enterprise zone. A detailed map outlining the area described must accompany this application_ AttacYrrnents : City Council Resolution /Area Description Owasso Enterprise-Zone Area Map Submit application and map with a resolution from the City Council showing "Need of Participation" to: Enterprise Zone Officer, Oklahoma Department of Commerce, P.O. Box 26980, Oklahoma City, OK 73126. CITY OF OWASSO, OKLAHOMA RESOLUTION NO 94 -13 A RESOLUTION DETERMINING THE NEED FOR THE CITY OF OWASSO, OKLAHOMA TO PARTICIPATE IN AND ACCEPT THE BENEFITS OF THE OKLAHOMA ENTERPRISE ZONE ACT; DESCRIBING THE BOUNDARIES OF AN AREA WITHIN THE CITY OF OWASSO, WHICH APPEARS TO MEET THE GUIDELINES AND BE WITHIN THE DEFINITION OF AN ENTERPRISE ZONE. WHEREAS, there appears to be a need for the City of Owasso, Oklahoma to participate in and accept the benefits of The Oklahoma Enterprise Zone Act, Oklahoma Statutes, Section 690. 1, et seq; and WHEREAS, it appears that the area within the corporate limits of the City, hereinafter described, appears to meet the guidelines and be within the definition of an enterprise zone as defined in said act. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, that there is hereby determined to be a need for the City of Owasso to participate in The Oklahoma Enterprise Zone Act and accept the benefits thereof. BE IT FURTHER RESOLVED, that the following described area located within the corporate limits of the City of Owasso appears to meet the guidelines and be within the definition of an enterprise zone as defined in The Enterprise Zone Act, to -wit: Beginning at the northeast comer of the intersection of East Second Street and North Main Street; thence south along the east right -of -way line of North Main Street to the northeast corner of North Main Street and East First Street; thence east along the north right -of -way line to the northeast corner of East First Street and North Birch Street; thence south along the east right -of -way line of Birch Street to the southeast corner of East Second Avenue (76th Street North); thence east along the south right -of -way line of East Second Avenue to the west right -of- way line of U.S. Highway 169; thence south along said right -of -way to the intersection of the right -of -way and the City of Owasso corporate limits boundary; thence southwesterly following the corporate limits of the City of Owasso to a point; thence north following the corporate limits of the CIty of Owasso to a point on the south right -of -way line for West Second Avenue (76th Street North); thence east and north following the corporate limits boundary line for the City of Owasso to a point on a line that is the extension of the north right -of -way line for West Second Street; thence east along said line to the point of beginning. APPROVED AND ADOPTED this 4th day of October, 1994 by the City Council of the City of Owasso, Oklahoma. Jerry Duke, Mayor ATTEST: Marcia Boutwell, City Clerk APPROVED AS TO FORM: Ronald D Cates, City Attorney L 1 oil- - MEMORANDUM TO: RODNEY J RAY CITY MANAGER FROM: STEVE COMPTON COMMUNITY DEVELOPMENT DIRECTOR SUBJECT: RESOLUTION OF SUPPORT FOR NSP GRANT APPLICATION DATE: September 30, 1994 BACKGROUND: In August of 1994, the Council authorized the staff to submit a $200,000 CDBG Infrastructure Grant application to the Oklahoma Department of Commerce (ODOC). The scope of the infrastructure project includes the extension of water main lines, sewer main lines, and streets, in order to provide appropriate services to the National Steak and Poultry Company. The grant monies being requested by the City from ODOC is "pass through" federal monies and is justified by the company's production of jobs (estimated 250 initial jobs). It is necessary for both participants, the City and the company, to show their support of this joint effort. Because of this requirement, documented support in the form of a Council resolution is needed, in addition to the previous action taken by the Council authorizing submission of the application. COST: Adoption of this resolution will not result in any additional cost to the City. RECOMMENDATION: The staff recommends approval of Resolution #94 -14. ATTACHMENT: Resolution #94 -14 CITY OF OWASSO, OKLAHOMA RESOLUTION NO 94 -14 A RESOLUTION EXPRESSING SUPPORT FOR A $200,000 CDBG GRANT FOR INFRASTRUCTURE IMPROVEMENTS TO ASSIST IN RELOCATING 250 JOBS TO OWASSO (NSP). WHEREAS, Title I of the Housing and Community Development Act of 1974, Public Law 93 -383, as amended, authorized the Secretary of Housing and Urban Development, as representative of the United States of America, to grant to the State of Oklahoma funds and administrative responsibility for the "Small Cities Community Development Block Grant" program; and WHEREAS, the Oklahoma Department of Commerce, pursuant to designation by the Governor as the administering agency of the Community Development Block Grant Program for Small Cities in Oklahoma, is directed to further the purposes of community development in the State, and is authorized and empowered to accept funds from the Federal Government or its agencies and to enter into such contracts - and agreements as are necessary to carry out the functions of the Department; and WHEREAS, the City of Owasso is a local unit of general purpose government and has provided opportunity for input by residents in determining and prioritizing community development needs. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF OWASSO, OKLAHOMA, that the City of Owasso desires to obtain assistance in community development and hereby requests the Oklahoma Department of Commerce to provide assistance under the policies, regulations and procedures applicable to local communities in Oklahoma. 6. BE IT FURTHER RESOLVED, that the City of Owasso affirms its commitment to take all action within its power to facilitate the receipt of the assistance of community development t funds if the City of Owasso is awarded a Community Development Block Grant and, upon receipt, to administer said grant by the rules and regulations established by the United States of America, the State of Oklahoma, and all empowered agencies thereof. APPROVED AND ADOPTED this 4th day of October, 1994 by the City Council of the City of Owasso, Oklahoma at a regularly scheduled meeting, in compliance with the Open Meeting Act, 25 O.S. et seq. Jerry Duke, Mayor ATTEST: Marcia Boutwell, City Clerk APPROVED AS TO FORM: Ronald D Cates, City Attorney MEMORANDUM ' TO: THE HONORABLE MAYOR AND CITY COUNCIL CITY OF OWASSO FROM: RODNEY J RAY CITY MANAGER ISUBJECT: CITY MANAGER'S REPORT 1 u 1 DATE: September 30, 1994 MANAGERIAL• ECONOMIC DEVELOPMENT CONSORTIUM - About two months ago the community came dangerously close to losing a major economic development prospect. Because of a delay in funding and lack of adequate communication, the city almost lost the 250 jobs that National Steak and Poultry is bringing to our community. Even though the project has been rescued, the reality of how close we came to losing a $5,000,000 annual payroll, a $7,000,000 total investment and a $4,700,000 construction project gave me a "wake -up" call. The projected long term increase in local business and sales tax due to NSP (after 1996) is, in itself, enough reason to be concerned about why the company was actually working on an alternative relocation plan. But such a disaster is compounded when considering the immediate potential provided by the Whirlpool opening. Already, the City is working with four Whirlpool - related prospects (200 potential jobs) and another twenty -four potential prospects have been identified. The potential business growth such jobs would bring, along with the associated growth in sales tax and property tax base for the schools, would allow the City to realize some of its dreams for our citizens and employees. As a result of the "close call" with NSP, and a corresponding opportunity to bring to Owasso one of the top economic development/ Chamber professionals in Oklahoma, I recently initiated a dialogue with City officials, OEDA representatives, and Chamber officials. That dialogue was intended to put together a team effort that would pool our resources and allow our community to have the services of Mr Bernie Wagner, a twenty -three year economic development veteran CITY MANAGER'S REPORT September 30, 1994 Page 2 who managed Broken Arrow's economic development and Chamber activities since 1971. The opportunity to recruit someone of Mr Wagner's experience is rare, but, in fact, he also recognizes that the opportunity for Owasso is unique and rare. Discussions were held with the Mayor and Vice Mayor; Chairperson, Vice Chairperson and members of the OEDA; and President, Past President and President -Elect of the Chamber of Commerce. Pursuant to those discussions, a coalition was developed that will pool our resources to bring Mr Wagner to Owasso. The OEDA will provide expense reimbursement and transportation for Mr Wagner, the Chamber will contribute $20,000 in payment for Mr Wagner's management services and the City will employ Mr Wagner as a replacement for Mr Compton's economic development duties. It should be noted that the City commitment to the project is limited to three years or annual budget constraints. Additionally, the Chamber will provide office space and clerical support, with the City staff providing continued logistical support in specific instances for economic development. The consensus is that economic development is a full time job that is currently not functioning properly or efficiently. The impact on the City of this move is to relieve the Community Development Department of regular duties involving economic development and allow them to focus on planning, inspections and parks. The current employees of the department are capable of handling those responsibilities without additional people. Thus, Mr Wagner's City support can come from the appropriation to that department if subsidized by a $10,000 allocation of funds appropriated for the City Clerk (such subsidy will not be need in following years). The OEDA and Chamber have expressed enthusiastic support for the plan and have taken the administrative steps necessary to implement the plan. Though official action by the Chamber is slated for next week, Mr Wagner will begin his service in replacing Mr Compton on Monday (October 13). It should be noted that the long term vision is for this function to eventually be absorbed by the Chamber, thus relieving the City of a financial role in the position. It has been expressed by the Mayor, Vice Mayor, and me that a three -year commitment is the extent of what should be expected of the City. Even though this is a personnel action, I felt it to be of a significant nature and one that you should be not only acquainted with but knowledgeable of the details. It is my belief that the mid and long -term benefits will pay big dividends to the City job base and revenues. This concept is exactly in line with the long term strategy for the community's economic development plan and has strong support from the OEDA and Chamber. If you have any questions, please don't hesitate to call me, Mayor Duke, Vice Mayor Burris, Tom Kimball, Frank Enzbrenner, Alan Anderson, Judy Pruitt, Denise Bode, Dale Prevett, or Mark Wilkin. L ' CITY MANAGER'S REPORT September 30, 1994 Page 3 WHIRLPOOL TEMPORARY OFFICE - On Wednesday, September 28, the staff met with an "advance team" from Whirlpool's corporate headquarters. The purpose of the meeting was to review possible sites for the location of a temporary headquarters for their company's start-up operations at the new plant in Cherokee Industrial Park. The site will house up to fifty employees by March 1995 (start with ten in mid - October) and will include space for the plant manager, personnel, employment services, construction procurement and various other in -house divisions. Their use of the site will be through the date of plant opening (Jan 1996). The site we arranged for the team to inspect is located on SK &O Railroad property immediately ' west of the Owasso PSO office. The office building (5200 sq ft) meets all the company's needs and will be provided cost free by the railroad. The City is working with other utility companies ' to provide services to the site during the time of use. After the site visit, it was my opinion that the three- person team was impressed with the site and that the final decision was to be made early next week after they return to their home headquarters. In fact, one of the team members later told Tulsa Councilor John Benjamin that they "had found their building in Owasso ". Having the temporary headquarters in Owasso is something we have wanted since the ' announcement Whirlpool was locating at Cherokee. The opportunity to have another 50 jobs, if only for 15 months, will increase local business, help the new motel get started and provide additional sales tax revenue. But, it will also give Owasso an advantage by having the lead ' Whirlpool employees familiar with our community, our quality of life, schools, housing market and geographic location. It means we won't have to fight to overcome misperception or lack of awareness about our community. I expect the company will notify us by the end of next week of their decision (downtown Tulsa is their other option). As soon as they do, I will notify you. If you have questions, please call me. A special recognition is due the SK &O Railroad (Mike Marlar & Tom Mendenhal) for their willingness to work with us on this project and make their facilities available at no cost; and to Cris King and Steve Compton for their work in putting this opportunity together in a professional manner. LOW INCOME APARTMENTS - The City has received notice of a request for designation of ' a new apartment complex as a low income housing facility. Three Lakes Apartments, located on the north side of 83rd Street (behind Kimball's Hardware), is the apartment complex. Recently the owners of the proposed project appeared at a Planning Commission meeting and ' stated that the project would not be low income housing. However, according to the attached correspondence, they have requested such designation. If you have questions, please call Mr Rooney or me. Also, please note that the property has long been zoned for multi- family use ' and, if the low income status is approved, there will be no other City action required other than a building permit. CITY MANAGER'S REPORT September 30, 1994 Page 4 PERSONNEL - Since the last report, the following personnel actions have been taken: Parks - David Warren has been promoted to Parks Superintendent and assumed those duties on a permanent basis on September 1st. Police - Gina Duncan, an Owasso resident, has been employed as a secretary for the Police Department, specifically as the Chiefs secretary (filling a vacancy created by the resignation of Jan VanSickle) at a starting salary of $7.00 per hour. Police - Lt Roy Day resigned to take a similar position with the Rolla, MO Police Department. Police - Patrolman Cliff Motto has been designated as Acting Lieutenant pending a decision to replace the position. Public Works - Sue Theriault has been employed as a secretary in the Public Works Department (filling a vacancy created by the transfer of Lori Molina to the police records clerk position). Starting salary is $7.00 per hour. BRITISH CAR SHOW - The recent "All British" auto show held at the Recreation Center attracted 93 entries and over three hundred spectators. The group has already indicated their interest in returning next year for a possible two -day event. Special thanks to Cris King, David Warren, Jan Worley, Brian Dempster, Wade Lenhart and Pat Nicholson for their hard work in making the show a success for the City, the retail business community and our citizens (see attached letter to Mayor). SPORTS PARK SOFTBALL FIELDS - All plans and specifications for the softball complex fencing project will be completed next week. The project has been reviewed by representatives of the softball association and suggested changes have been implemented. The staff will begin the bidding process during the week of October 10, with proposed bid opening in mid - November. If you have questions, please call me. 86TH STREET LIGHTING - PSO will begin installing street lighting on 86th Street between U.S. 169 and 129th East Avenue within the next thirty days. This project has been in the planning stages since 1991. Recent lighting changes and an updated plan allows the project because of a substantial reduction in cost. The additional lighting will only add $289 to the cost of our street lighting program and will improve safety for our citizens. FOP NEGOTIATIONS - The City and Lodge have selected a neutral arbiter and have notified the Federal Mediation and Conciliation Service of that selection (see attached correspondence). 1 CITY MANAGER'S REPORT September 30, 1994 Page 5 It is my hope that a hearing can be scheduled within the next two weeks in order to resolve this issue. If you have questions, please call me. FINANCE: ' AMBULANCE BILLING SERVICE PRIVATIZATION PROJECT - Staff has completed a comprehensive review of the RFP for privatization of the ambulance billing service. It was anticipated this would be placed for action on the October 4, 1994 Council agenda. However, ' in keeping with out policy to provide Council time to review information, this item will be on the October 18, 1994 agenda. The staff memorandum, including background and recommendation is attached for your review. I am excited about the obvious revenue potential ' of this privatization project and other possible applications of privatized administrative and service functions. If you have any questions, please contact Ms Bishop or me. ' COMMUNITY DEVELOPMENT: ' BOARD OF ADJUSTMENT - The Owasso Board of Adjustment held its regular meeting on Tuesday, September 27, 1994 at 7:00 p.m. in the Owasso Community Center. Two variance ' requests were approved by the Board. The first request was for a deviation in the required rear yard setback in an IL (Light Industrial) zoning district located in Three Lakes Industrial Park. The second variance request was for a deviation in the required street frontage of a CG (Commercial General) zoned property located along Garnett Road in the Hale Acres Addition. Staff was supportive in both requests. PLANNING COMMISSION - The Owasso Planning Commission conducted a Special Meeting on September 23, 1994 at 3:30 p.m. in the Owasso City Hall Conference Room. At that meeting, the Planning Commission approved a site plan for Three lakes Apartments, a 96 -unit apartment complex to be located on the north side of East 83rd Street North, 400 feet east of Kimball's Hardware. No rezoning of the subject property was necessary as RM -2 (Residential Multi- Family Medium Density) zoning already existed. If you would like to review the site plan ' for the complex, please see Mr Rooney or me. The Planning Commission will conduct its regular meeting on October 11, 1994 at 7:00 PM in the Owasso Community Center. Items to be reviewed by the Planning Commission include a site plan for Oasis Car Wash, to be located at the northeast corner of East 85th Street North and North 128th East Avenue; a rezoning request by Mr & Mrs Hayward Smith from AG (Agriculture) to CG (Commercial General) on property located between the Owasso Fire Station and Morton Marine on the east side of Garnett Road; and the Owasso Subdivision Regulations. CITY MANAGER'S REPORT September 30, 1994 Page 6 SUBDIVISION REGULATIONS - A final meeting to present the final draft of the subdivision regulations to interested developers was held on Thursday, September 22, 1994 at 3:00 p.m. in the Owasso City Hall Conference Room. At that meeting, finishing touches were provided to the regulations in order for them to be presented to the City Council. The Planning Commission will receive the final draft at their October 11, 1994 regular meeting and, upon a favorable review, forward the document to the City Council for review on October 18, 1994. The Subdivision Regulations, the first of the three development related documents, has been through four public hearings before the Owasso Planning Commission, and numerous copies have been mailed out to the development community throughout the review process. Initial reaction from the development community is positive, indicating a quality document. MUNICIPAL COURT: BENCH WARRANT PROGRAM - The Court has approximately 400 outstanding Bench Warrants (arrest warrants for persons failing to pay fines). The Police Department and Court are developing a joint program to begin reducing those outstanding warrants. The plan concept includes an offer to allow persons to appear and pay fines prior to a specific date (notice sent by mail), a follow -up press release notifying the people of the program, and the deadline date and a final action of assigning officers to serve the remaining warrants. Project goals are 1) to reduce outstanding warrants, and 2) to produce revenue owed to the City. NOTE - Review of first quarter revenue sources indicates a severe problem in meeting projections for Court revenue. The staff is gathering additional data and will make a detailed report at a later date. Court revenue may be under budget by as much as 50% (staff did not increase projects from last year's actual). ENGINEERING: RESIDENT PROJECT REPRESENTATIVE SERVICES -WATER AND SEWER REHABILITATION PROJECT - As previously reported, staff received engineering proposals for Resident Project Representative Services for inspection of the construction on the upcoming water line replacement and wastewater collection system rehabilitation projects in the old portion of town. While proposals were being solicited, staff advertised for individuals with ' qualifications as a Construction Inspector. The intent was to locate individuals who could work under contract to the City for the project and report directly to Public Works staff. Two resumes were received for consideration. Staff does not believe that either of these individuals ' can bring the needed qualifications to the City for these projects. CITY MANAGER'S REPORT September 30, 1994 Page 7 op As a result of preliminary review of the submittals received above, an evaluation to utilize kn� existing City staff in this capacity was conducted. Some City personnel were thought to be qualified to perform inspection services. In addition, it was felt that use of existing personnel in an inspection capacity for these projects would effectively achieve a cost savings and economy when compared to the above options. ' Administration of the rehabilitation program with in -house personnel provides an amount of accountability that may not otherwise be available with consultant or contract inspection services. Personnel presently employed by the City are considered to be more familiar with our infrastructure and the needs of the citizens. They shculd be able to respond in a manner consistent with present City management philosophy. Further review of proposals submitted by the four consulting engineering firms or individuals is not considered to be needed. For purposes of these projects, Mr Jon Coshatt, presently r serving in the capacity as Acting Wastewater Collection Foreman, is proposed to be appointed 6 as Project Representative /Inspector. It is felt that Jon Coshatt will be able to provide experience and capabilities needed for the water and sewer rehabilitation projects. Shifting of other personnel and hiring another person in the Wastewater Collection or Water Distribution ' Divisions will be needed to fill the position created by the transfer. For additional information or questions, contact Mr Carr. POLICE SERVICES: HOMICIDE ARREST - This past week, the Owasso Police Department and OSBI solved the homicide which occurred in Owasso last month. The suspect fully confessed, was arrested and ' charged with the incident. Detective Sergeant Tony Klahr and investigator Pat Kennedy were instrumental in the solving of this case. An anonymous call to Tulsa Crimestoppers provided a tip which lead to the suspect. TQM - The second TQM class has begun for the police department. Currently nine employees are going through this valuable process and, upon completion of this class, over 65% of the department will be trained in Total Quality Management. FIRE SERVICES: ■ TRAINING ROOM COMPLETED - In May of this year, several local building contractors were contacted regarding the completion of the training room. The lowest quote we received was $5800. The firefighters believed that the quotes received were too high and requested that the City purchase the materials, and the firefighters be allowed to perform the labor. The materials CITY MANAGER'S REPORT September 30, 1994 Page 8 totaled $2800, and the work completed by the fire fighters is commendable. If you have not seen the completed training room, stop by the station and any firefighter will be glad to show it to you. EXERCISE EQUIPMENT - The firefighters Union has recently purchased universal exercise equipment. The President of the Union requested they be allowed to buy the equipment in order to reduce on job injuries, reduce stress, and to establish a monitored exercise program. Also, Lt Dale Marlar has been state certified as a wellness instructor. Lt Marlar, along with Dr Kris Armstrong, will design a workout program for each firefighter. At the present time the exercise program is voluntary, however, most of the firefighters are participating in the program. To date, the firefighters Union has expended over $600 for exercise equipment. TULSA STATE FAIR - The Tulsa County Sheriff's Office was extremely pleased with our firefighters and the mini -medic they utilized at Stillwater. They requested our firefighters and mini -medic to aid them for crowd control and provide fire aid and service at the Eskimo Joe's Street Party. At the first of September, TCSO contacted us once again regarding the utilization of the firefighters and mini -medic at the Tulsa State Fair. Firefighters have volunteered to support TCSO officers, and the Owasso Fire Prevention Association has agreed to provide the mini - medic. For additional information, contact Chief Bob Allen or me. STREETS: BACKHOE EVALUATION - As reported in the July 1, 1994 City Manager's Report, the FY94 -95 Budget includes provisions for the purchase of a new backhoe in the Streets Division of Public Works. In order to adequately evaluate the types of equipment that are available for the budgeted amount of $42,000, the division has requested demonstrator units from various manufacturers. A demonstrator already has been provided by John - Deere. We will be evaluating units available from Case and Caterpillar in the next couple of weeks. A specification packet will be prepared for advertisement of bids by November 1st. For additional information, contact Mr Carr. HALE ACRES DRAINAGE IMPROVEMENTS PROJECT - Engineering has been completed for the design of drainage improvements for Hale Acres. As scheduled, channel improvements and construction started September 19th. Planned work includes construction of a perimeter channel along the north side of Hale Acres, deepening the existing bar ditch on the north side of 114th Street, and placement of asphalt water diversion barriers at the entrances to the cul -de- sacs at 110th and 111th East Avenues and 114th Street North. Completion of the project can be expected in mid - October. Questions concerning the status of this project can be directed to Mr Carr. CITY MANAGER'S REPORT September 30, 1994 Page 9 IRECREATION CENTER: COMING ATTRACTIONS - October 1, 1994, 1st year NYSCA Coaches Clinic; October 8, 1994, ESA Craft Show; October 28, 1994, Girl Scout Overnight Camp. FREE TIME HOURS - On October 1, 1994, free time hours were changed to the following: Monday 3:30 - 5:00 p.m. (all ages) 7:00 - 9:00 p.m. (18 & under only) Tuesday 3:30 - 5:00 p.m. (all ages) 7:00 - 9:00 p.m. (family) Wednesday 3:30 - 5:00 p.m. (17 & over only) 7:00 - 9:00 p.m. (27 & over only) Thursday 3:30 - 5:00 p.m. (all ages) 7:00 - 9:00 p.m. (family) Friday 3:30 - 5:00 p.m. (17 & over) 7:00 - 10:00 p.m. (volleyball) Saturday 8:00 a. m. - 1:00 p. m. (all ages) The same number of free time hours are available as before the change, however, the time for 18 & under only was changed from Wednesday night to Monday night. The change was made to allow more children to participate. With this change, attendance has increased from approximately 15 children to 35. The "adults only" night was changed from Monday to Wednesday. The same number of adults have been in attendance on Wednesday nights as had previously been on Monday nights even though four adults have stated that they cannot participate on Wednesday nights. PARK MAINTENANCE: PLAYGROUND EQUIPMENT - All playground equipment purchased for Rayola and Elm Creek Parks has been installed and functional since mid - summer. Feedback regarding the equipment has been positive despite a vandalism problem with the new structure at Rayola Park. The slide which was vandalized at Rayola Park has been reordered, with the replacement slide obtained at half the original cost. EQUIPMENT INSPECTION - The park staff will be conducting a safety inspection on all older equipment in November in order to determine which pieces of equipment do not meet Federal Playground Safety requirements. A complete list of all equipment and its status will be presented in a future City Manager's Report. tRAYOLA JOGGING TRAIL - The Rayola Park Jogging Trail repair is approximately 60% complete. The overlay of the trail should be completed by the end of October, weather permitting. 1 CITY MANAGER'S REPORT September 30, 1994 Page 10 OPWA ADMINISTRATION: WATER TOWER - A high school class has approached the City with a proposal to place lettering on the water town on U.S. 169 (see attached samples of proposal). Staff concerns are being developed to determine our position. Please contact Robert Carr or me if you have questions. This issue may end up as an agenda item. WATER DISTRIBUTION: WATER PRESSURE STUDY - As a result of our buyout of a portion of the Rogers County Rural Water District #3, the customers from the Rogers County system were transferred to the system operated by the City of Owasso on September 2nd. Prior to the transfer, Rogers County had been pumping water to its customers at pressures in the range of 70 -80 psi. Following the change to our system, these same customers have had pressures in the range of 40 -45 psi. Although the present water pressures to these customers is well above the minimum required by the Oklahoma Department of Environmental Quality, the level of service expected by these customers has decreased and we have been receiving numerous complaints. Over the last two weeks, Public Works staff has been evaluating methods to quickly correct this problem. A water network study to analyze solutions to the problem is being updated by INCOG. Some of the potential solutions they have been asked to evaluate include extending a 12 -inch water line along 96th Street North from 129th East Avenue, providing a pump to increase pressure in the higher elevation area, modification of operational procedures to provide additional pressure from the City of Tulsa system, and interconnections with Washington and /or Rogers County rural water districts. The City of Owasso has a large pump that was purchased a few years ago to be used to boost water pressure. Use of this existing pump appears to be limited due to the large quantity of water it can pump and the small size of the existing lines in the area. During the study period, staff will continue to explore the ability to use this pump. For additional information, contact Mr Carr. FIRE HYDRANT PAINTING - As previously reported, approximately 400 fire hydrants presently exist within the City of Owasso water distribution system. To date, volunteers working through Network Owasso have committed to paint 154 of the hydrants. Commitments to paint 66 hydrants were made in August, and 88 in September. For additional information, contact Mr Carr. ATTACHMENTS 1. Contract Status Report 2. Lawsuit Status Report 3. Golf Course Profit/Loss Statement 4. Letter to Federal Mediation and Conciliation Service 5. Building Permit Reports / Occupancy Report 6. Low Income Housing Information 7. Memorandum Relating to Ambulance Billing Service 8. October 11 Planning Commission Agenda 9. Letter to Mayor, Re Car Show 10. Letter to Owasso Fire Prevention Association 11. Letter to Mr Carr 12. Memorandum from Chief Alexander Re Personnel Changes 13. Water Tower Sketches M = M = W L do" CONTRACT STATUS REPORT September 30, 1994 M M M PROJECT ADVERTISE FOR BIDS BID OPENING AWARD BID NOTICE OF AWARD BONDS IN PLACE PRE - CONSTRUCTION MEETING NOTICE TO PROCEED % OF COMPLETION TO DATE PROJECTED COMPLETION DATE Sewer Plant Facility Plan Amendment FHC Inc 1/26/93 (Interviews) 2/22/93 (Proposals) 4/6/93 N/A N/A N/A 4/6/93 100% 9/15/94 Water & Sewer Rehabilitation Engineering Plans Nova Engineering 1/12/93 (Interviews) 2/22/93 (Proposals) 4/6/93 N/A N/A N/A 8/3/93 water 100% sewer 100% water complete sewer 9/15/94 Sewer Inflow /Infiltration Analysis Amendment - FHC Inc 3/1/94 3/2/94 N/A N/A 3/8/94 100% 9/15/94 76th Street North Improvements APAC - Oklahoma Empire Construction 4/28/94 5/26/94 6/7/94 6/8/94 7/26/94 8/22/94 8/22/94 10% 10/22/94 Water Line Replacement Jepco 6/17/94 7/14/94 8/16/94 8/18/94 9/12/94 9/27/94 10/3/94 4/95 96th & Garnett Signalization 7/14/94 8/26/94 Manhole & Sewer Line Replacement 9/29/94 11/2/94 C: \WPDATA\FORM S \CONTRACr.FRM MRB LAWSUIT STATUS REPORT September 30, 1994 C: \W PDATA�LEG HULA W S UrrS. F RM MRB DATE DATE DATE OF FILED BY RECEIVED TYPE REFERRED TO REFERRED STATUS DISPOSITION DISPOSITION Doris Bull, Sharon 3/30/94 Negligent maintenance of OMAG 3/30/94 Received by City; Referred to King & John King emergency vehicles & Risk OMAG; OMAG declined in State Dist Ct Management of coverage; Risk Management Oklahoma of Oklahoma accepted coverage & assigned Dunnery, Daniel & Baker to provide defense; In Discovery stage Safety National 7/8/94 Contract action claiming fees City Attorney 7/15/94 Entry of Appearance filed; Casualty Company investigating; in State Dist Ct Answered Petition & Discovery C: \W PDATA�LEG HULA W S UrrS. F RM MRB I 1 OTHER INCOME & FIXED EXPENSES BAILEY GOLF RANCH OTHER MISCELLANEOUS INCOME 0.00 PROFIT (LOSS) BY OPERATION 0.00 - ---- -- ------ - 0.00 --- --- ---- -- -- 0.00 ---- ----- -- TOTAL OTHER INCOME ------ ------- -- 0.00 2 Periods Ended Aug 31 94 0.00 0.00 0.00 FIXED CHARGES CURRENT BUDGET PRIOR YR CURRENT BUDGET PRIOR INTEREST EXPENSE MONTH ------- MONTH ------ MONTH -- ------ YTD ---- ---- YTD - --- -- YTD - -- --- INCOME GOLF CART OPERATIONS 32,080.50 26,942.00 25,812.00 58,773.00 58,667.00 25,812.00, GOLF SHOP OPERATIONS 80,220.86 79,482.00 79,348.18 157,225.60 178,551.00 97,204.91 FOOD & BEVERAGE OPERATIONS 20,093.70 20,158.00 15,411.06 38,596.64 45,016.00 15,411.06 GENERAL & ADMINISTRATIVE 524.81 150.00 -- - - -- 13.92 - ---- -- - - ---- 1,019.95 ---- --- - - -- -- 300.00 ------- -- - - -- 13.92 ------- -- - --- TOTAL INCOME --- ---- - -- --- 132,919.87 -- ----- 126,732.00 120,585.16 255,615.19 282,534.00 138,441.89 COST OF SALES FOOD & BEVERAGE OPERATIONS 6,354.10 6,891.00 5,221.10 -- --- -- - - - --- 12,957.17 --- --- --- - --- 15,386.00 ----- -- - --- -- 5,221.10 ------ --- - --- TOTAL COST OF SALES ---- --- -- - - -- 6,354.10 --- ---- - - - --- 6,891.00 -- 5,221.10 - ----- - -- - --- 12,957.17 ----- -- ---- -- 15,386.00 --- --- -- - -- -- 5,221.10 - -- --- - -- - - -- GROSS PROFIT ------- --- --- 126,565.77 - ------ - --- 119,841.00 115,364.06 242,658.02 267,148.00 133,220.79 DEPARTMENT EXPENSES GOLF CART OPERATIONS 8,836.68 9,508.00 5,285.01 18,171.40 19,266.00 5,285.01 GOLF SHOP OPERATIONS 10,147.76 11,180.00 9,524.91 19,772.65 22,159.00 15,109.62 GOLF COURSE OPERATIONS 26,397.37 31,566.00 27,486.55 56,011.24 67,192.00 53,486.42 FOOD & BEVERAGE OPERATIONS 4,567.75 4,484.00 6,317.40 9,063.68 9,254.00 6,706.39 CLUBHOUSE OPERATIONS 4,014.65 5,415.00 8,208.80 6,250.02 10,730.00 9,279.80 GENERAL & ADMINISTRATIVE 10,923.62 11,084.00 10,533.13 ------- - -- - -- 21,613.29 --- ---- ------ 22,448.00 ---- --- - - - - -- 15,926.41 ------- - --- -- TOTAL EXPENSES ------- ------ 64,887.83 -- -- ------ --- 73,237.00 67,355.80 130,882.28 151,049.00 105,793.65 NET PROFIT (LOSS) - ---- -- - - - - -- 61,677.94 ------- ---- -- 46,604.00 - -- -- -- - ----- 48,008.26 - -- --- - - - - - -- 111,775.74 ------ - - ----- 116,099.00 ----- ---- - - -- 27,427.14 OTHER INCOME & FIXED EXPENSES OTHER MISCELLANEOUS INCOME 0.00 0.00 0.00 -- ------- 0.00 - ---- -- ------ - 0.00 --- --- ---- -- -- 0.00 ---- ----- -- TOTAL OTHER INCOME ------ ------- -- 0.00 ---- - - - - --- ---- 0.00 0.00 0.00 0.00 0.00 FIXED CHARGES 0.00 0.00 0.00 0.00 0.00 0.00 INTEREST EXPENSE (33,957.74) 0.00 - 0.00 --- ---- - - --- (77,590.48) ---------- --- - 0.00 ------ ---- -- ---- 0.00 ----- - --- TOTAL FIXED EXPENSES ------------- ----- (33,957.74) -- - -- --- 0.00 0.00 (77,590.48) 0.00 0.00 TOTAL NET PROFIT (LOSS) ----- ----- --- - 27,720.20 -- ---- ------ 46,604.00 --- ---- ------ 48,008.26 ---- --- ------ 34,185.26 ----- ---- - - -- 116,099.00 ---- ---- - ---- 27,427.14 l.N I t�,I UNLtKWUUU `J 1 21 7=) 7S z 0 1 G Y . 0z RONALD D. CATES Attorney at Law Suite 680, ParkCentze 525 South Main Tulsa. Oklahoma 74103 918 -582 -7447 FAX 918 - 582.0166 September 29, 1994 Jewell L. Myers, Director Division of Arbitration Services Federal Mediation and Conciliation Service United states Government Washington, D.C. 20427 Re: City of Owasso, Oklahoma - Fraternal Order of Police Lodge #149 - Collective Bargaining Impasse FMCS 194 -25531 Dear Ms. Myers: Please be advised on the 30th day of September, 1994, Mr. P.D. Taylor, representative of the Fraternal Order of Police, Lodge #149, pursuant to designation by its President Jim Dobrinski, and myself on behalf of the City of Owasso, Oklahoma, conferred by telephone conference wherein the panel of arbiters was stricken resulting in Don J. Harr FMCS -1114 being designated as the neutral arbitrator. Notification to the City of Owasso, Oklahoma, should be addressed to me at the address set forth above and notification to the Fraternal Order of Police, Lodge #149, should be given by notification to Mr. Paul D. Taylor at 1624 South Alew, Oklahoma City, Oklahoma, 73108, phone (405) 236 -4631, fax Y495) 236--6166. We appreciate your assistance in this matt E rely, mald D. Cates cc: Paul D. Taylor Rodney J. Ray, City Manager City of Owasso Jim Dobrinski, President Fraternal Order of Police, Lodge #149 4 COMMERCIAL Building Permits (New Construction Counts) E d CL ro u E E E 0 U N R O O U C O U 3 v Z b O O O u 2 O U 3 a� Z September Year to Date Count COMMERCIAL Building Permits (New Construction Dollars) September Year to Date Dollars 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 New Construction Dollars Totals for Each Year 1984 1985 1986 1987 1988 1989 19% 1991 1992 1993 1994 5 Month 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 January 4 0 3 0 0 0 2 2 0 0 1 February 3 7 2 4 t} .: Q 0 0 0 1< > >' 0 1rr March 1 0 2 3 0 ... 0 0 0 ... 2 ....................... 1 ......... 0 Aptfl 2 > > >..... ::...... May 0 3 1 0 .: 0 0 1 1 .:...:::::.::::::::: 1 :::::.::::.:::::::::::.: 2 2 .June 3.:..> 3 0 1 0 :.: July 3 3 2 1 0 1 1 0 1 0 0 >i 2 _ , :;:; ::,..:.0... ............:;:::: .: 3::.:;;:........ ............ >::> : >:: >:: ::: >1...X::::::.x: ::...:.:::::.::... >::> : :::::.2:;.::. ......................... :'. ;:::0::: . <:: »:;4 � :.... ; September 1 1 4 1 0 .... 0 1 0 1 1 0 0 ;:.: ;;;;;;;,. ................ ;: ;;;.;:;; November 3 0 0 0 0 2 2 0 1 0 Deerrber..::.: 4 ;* 0 1, 0 1 1 ;: 0 0 ... .....:. .. . TOTALS 26 26 24 12 1 7 13 8 8 12 10 Year to Date 17 22 20 12 0 4 9 6 6 12 10 Includes Churches, Schools, and Government Facilities E d CL ro u E E E 0 U N R O O U C O U 3 v Z b O O O u 2 O U 3 a� Z September Year to Date Count COMMERCIAL Building Permits (New Construction Dollars) September Year to Date Dollars 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 New Construction Dollars Totals for Each Year 1984 1985 1986 1987 1988 1989 19% 1991 1992 1993 1994 5 RESIDENTIAL Building Permits (New Construction Counts) Month 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 January 12 7 12 14 4 1 7 8 6 6 9 February 13 12 10 3 5i 3 �} 7 1;0 11 10 ........... March 15 18 14 16 ... 2 _....... ...._.... 7 14 5 ......... ......... 12 12 _ 15 April .: 5s » : >:::::: >17::. L9... 22 ! 8 : ::::. :.... ....... 9 3 12 7.....:.< ......::::::.: >< May 14 22 17 11 8 6 9 10 9 8 13 June !! 11 ..... ::. ....:.: ;: »::;;:.;..::; . .. July 12 13 19 21 7 10 4 9 10 10 13 Au ust 9 7:: >:: > <.:: .......................... ...... >:;: ::::::;:: >::;::. 17 6 9 <::.;<.::::: _..... 14 _ ...... 10: .. 10 _ 9:: ................... »'.:'. ................ September 6 10 17 13 11 10 10 14 14 12 12 actober ... ;...8 1Q 17 10 > 5 14 8 9 17.....::... .8.:;:::: ................. .................. <> >> >> > November 15 ..... 1 9 5 8 10 1 8 19 13 December 2:; °1Q _. _ ; 1.7... _ _ 5 4' _..... 10 5 _ 6 1.p:. ......... ........ ........... TOTALS 137 145 197 146 72 98 90 99 142 133 133 Year to Date 112 124 154 126 55 64 76 76 96 103 133 v d v CL m c 5 y 5 m o = 0 c_ S c o s u co U 3 Z September Year to Date Count RESIDENTIAL Building Permits (New Construction Dollars) September Year to Date Dollars s „ s 0 $ c_ S c 0 $ u c 0 U 3 v Z 1980 1985 1986 1987 1968 1989 1990 1991 1992 1993 1994 New Construction Dollars Totals for Each Year 1984 1985 1986 1967 1988 1989 1990 1991 1992 1993 1994 OCCUPANCY PERMITS NAME ADDRESS STATUS APPLICATION OPENING COMPLETED DATE DATE JULY Don and Eva Gabbert 402 N Dogwood New 07/08/94 07/08/94 Yes A Place For Me 19 S Main New 07/08/94 08/01/94 No Stewart Food Corp 11237 E 114th St N New 07/11/94 08/15/94 No Best Wishes 9100 N Garnett Rd New 06/28/94 07/01/94 No Homes Unlimited 11960 E 86th St N Location Change 07/12/94 07/15/94 Yes Gwendolyn Phillips 7714 N 130th E Ave New 07/15/94 07/15/94 Yes AUGUST M &M Tax Service 101 E 2nd Ave New 08/29/94 09/01/94 No HealthWell 8361 N Owasso Exp New 08/17/94 10/01/94 No SEPTEMBER White Machine & Perf. 8190 N 116th E Ave New 09/06/94 09/06/94 No Melodees Music Place 8524 B 129th E Ave New 09/02/94 09/13/94 No Precision Components 209 E 5th Ave New 09/01/94 10/01/94 No Ron's Archery, Inc 9100 N Garnett New 09/19/94 09/15/94 No Butterfly's Jewelry 12410 E 86th St N New 09/26/94 10/01/94 No Tunes By Kauffman 4 S Main Owner Change 09/29/94 10/03/94 No a 10 me ' •y VVII a M TO: RODNEY J. RAY OWASSO CITY MANAGER FROM: TIMOTHY ROONEY INTERIM COMMUNITY DEVELOPMENT DIRECTOR SUBJECT: LOW INCOME HOUSING TAX CREDIT PROGRAM REQUEST DATE: September 28, 1994 The City of Owasso has received notification from the Oklahoma Housing Finance Agency of ' a request by Owasso Housing Partners, L.P. to receive an allocation of the State of Oklahoma's low income tax credit authority. ' One of the purposes of the application, as explained in the attached letter, is "to provide a tax credit which may be claimed by owners of residential rental property used for low - income I I housing." This application is reviewed by Trustees of OHFA at a monthly meeting not yet scheduled. ' The multi - family complex which would receive this credit is Three Lakes Apartments, located 400 feet east of Kimball's Hardware on the north side of E. 83rd Street North. The site plan for the complex has been approved by the Owasso Planning Commission and is on file in the City Planner's Office. If you have any question, or if I can be of further assistance to you, please feel free to contact me. J 7 r OKLAHOMA HOUSING FINANCE AGENCY September 27, 1994 The Honorable Jerry Duke Mayor of Owasso 207 S. Cedar Owasso, OK 74055 -0180 RE: Low Income Housing Tax Credit Program Notice of issuance of LIHTC Reservation Letter OWNER'S NAME: Owasso Housing Partners, L.P. PROJECT.• Dear Mayor Duke: Three Lakes Apartments OHFA #: 94 -08 -31 Oklahoma Housing Finance Agency ("OHFA") is a public trust, the beneficiary of which is State of Oklahoma (the "State "). ONe of the purposes of OHFA is to develop and administer safe, decent, sanitary and affordable housing for Oklahomans. the Internal Revenue Code, as amended (the "Code"), provides a federal tax credit which may be claimed by owners of residential rental property used for low - income housing. Owners wishing to claim this tax credit must apply to OHFA, as the State's tax credit authority, for an allocation of the State's tax credit ceiling. In response to federal directives, OHFA has developed its Low - Income Housing Tax Credit ( "LIHTC) Program. Pursuant to Section 42(m) of the Code and OHFA's LIHTC Program Rules, you are hereby notified that OHFA has received an application for an allocation of the State's low - income tax credit authority from the owner of the above- referenced project. A detailed summary of the project is set forth in the enclosed exhibit. The LIHTC application filed concerning this project will be considered by the Trustees of OHFA at their monthly meeting which has not been scheduled at this time. OHFA will notify you of the scheduled meeting. If application is approved, a reservation letter providing for the reservation for tax credits for the project will be issued. You are invited to submit written comments concerning the proposed project or its owner. Please submit all written comments by 1140 N.W. 63rd, Suite 200 • Oklahoma City, OK 73116 a P.O. Box 26720 • Oklahoma City, OK 73126 -0720 • (405) 848 -1144 • TDD: (405) 848 -7471 1 October 17, 1994. Your comments will be reviewed by OHFA staff ` and reported to the OHFA Trustees prior to the Trustees' meeting. ' Thank you for your cooperation. Please feel free to contact the undersigned if you have any questions or if we can be of assistance. ' Sincerely, Teresa Goss ' Housing Programs Officer 1 ■ i Encl. I cc: City Manager Councilmen Ih 1 1994 Low Income Housing Tax Credit OHFA #: 94 -08 -31 . PROJECT: Three Lakes Apartments ADDRESS: Lot 13, Blk 3, Three Lakes Addition Owasso, OK OWNER: Timothy W. Hickok 9000 W 64th Owasso, OK CONTACT: Timothy W. Hickok DEVELOPER: Owasso Housing Partners, L.P. ARCHITECT: Present Architect CPA: Kirby, Allen, Rose, Brouilette & Shapiro MANAGEMENT: Hickock BUILDINGS: 12 UNITS: 96 BEDROOMS: 48 two bedrooms, 48 three bedroom STRUCTURE: Standard residential TYPE: Garden Apartments UNIT TYPE: Mix ELECTION: 100 @ 60 TYPE of ALLOC: New FINANCING: TAX CREDIT: 372,645 1 1 MEMORANDUM 1 TO: RODNEY J RAY ICITY MANAGER I FROM: SHERRY BISHOP FINANCE DIRECTOR SUBJECT: CONTRACT FOR AMBULANCE BILLING ADMINISTRATIVE SERVICES DATE: September 30, 1994 BACKGROUND: k In October of 1993, the City Council enacted ordinance #469 implementing the recommendation of the ambulance fee study team to provide third -party billing to those ambulance subscribers who have insurance coverage for ambulance service. The goal of third -party billing was to generate additional revenues to offset the increasing cost of providing ambulance services to the citizens of Owasso. Ordinance #369 'restricts the use of revenue generated by billings and ' subscriptions of the ambulance service for expenses related to the ambulance service. t The study team estimated additional revenues to be $132,000 to $167,000 from third -party billings. Costs for implementation of third -party billings were anticipated to be insignificant with minimal staff time involved. ' The finance department began the process of completing and filing claims forms with insurance companies. We quickly realized that in order to maximize the third -party billing revenue, much ' more work was involved than simply putting claim forms in the mail. Our inexperience in medical coding techniques, proper medical documentation and claims follow -up was costing the city thousands of dollars in lost revenue every month. Options considered to improve collections were: train current staff; hire staff with medical billing expertise; or, contract with a billing service. 1P In order to peruse the feasibility of privatizing or contracting for services, a request for proposals (RFP) was developed. The RFP was submitted to the city council for review in the July 29, 1994 City Manager's Report. In August, the RFP for ambulance billing administrative ' services was submitted to two companies known to provide ambulance billing services and to other billing service companies listed in the phone book. 1 �. MEMORANDUM Ambulance Billing Adm Services September 30, 1994 Page 2 PROPOSALS FOR SERVICES: Proposals were received from Mediclaims, Inc. of Ponca City and Life -Stat Ambulance Service of Broken Arrow. Since the main objective for contracting ambulance billing services was to generate additional revenue, the cost of the service was not the only criteria considered when reviewing the proposals received by City of Owasso. A comprehensive review of the two proposals indicated there were differences in the areas of: cost for the service, business product ' of the companies, percentage of return (claims filed versus dollars received), and contract cancellation clauses. Life -Stat Ambulance Service, since 1989, has provided emergency and non - emergency ambulance services to Broken Arrow and suburban Tulsa areas. Their accounts receivable staff performs the billing services for the ambulance services provided. They propose to provide billing services for a flat fee of $1,000 per month. Information received from Life -Stat indicates the percentage of billings versus collections during the sixteen (16) month period ending May 1994 is 59 %. (This time period was used because during the past three months, billings for Life -Stat have more than tripled which caused a temporary reduction in the percentage of collections.) Mediclaims, Inc., founded in 1989, is a medical insurance administrative service. The business focus of Mediclaims, Inc. is to bill insurance providers for services rendered. It is the only service Mediclaims provides. Mediclaims, Inc. currently does the ambulance billing and collections for 5 other municipalities. Those cities were contacted and Mediclaims, Inc. received excellent referrals from those cities. The billings versus collections for Ponca City during the past fiscal year was 93.8 %. They propose to provide billing services for a monthly flat fee of $1,550, not to exceed 10% of actual receipts. At no time will their fee for services be more than 10% of collections, or higher than $1,550 per month. Mediclaims, Inc. charges a one time, $500 set -up charge. This charge is to establish billing records for all existing accounts, for extra time to train those who participate locally in the process (i.e. Owasso Fire Department emergency medical personnel), and for data entry required to establish the serialization and new account information. CONCLUSION: an ft Based on our current average monthly billings of $17,000, a 10% increase in collections would ' generate an additional $1,700 of revenue. The additional revenue more than compensates for the service fee of either proposal ($1,000 or $1,550). MEMORANDUM Ambulance Billing Adm Services September 30, 1994 Page 3 Mediclaims, Inc. offers a proven service provider for ambulance billing in a municipal setting. The cities they serve have above average collections for their billings. Based on the information gathered, Mediclaims services would generate more revenue per dollar spent than Life -Stat. ' Life -Stat is inexperienced in the municipal environment and their billing to collection ratio is 30% less than that of Mediclaims, Inc. A 30% difference in collections is $5,100 per month (based on current billings) for a difference in service fee of $550 per month. RECOMMENDATION: Staff recommends approval of a contract with Mediclaims, Inc. to provide ambulance billing administrative services to the City of Owasso. ATTACHMENTS: 1. RFP for Ambulance Billing Administrative Services 2. Proposal from Mediclaims, Inc. ' 3. Proposal from Life Stat Ambulance Service 1 1 CITY OF OWASSO REQUEST FOR PROPOSALS FOR AMBULANCE BILLING ADMINISTRATIVE SERVICES City of Owasso 207 South Cedar. Post Office Box 180 Owasso, OK 74055 FJ I. Background Information Regarding Issue October 15, 1993, the City of Owasso City Council adopted Ordinance #469 enacting the policy of billing insurance providers for ambulance services received by subscribers. Before ' the enactment of this policy, a "subscriber /user" received no billing for emergency services received. Due to the increasing costs of providing ambulance service third party billing was determined by the Ambulance Fee Structure Review Team to be the most cost effective ' method of increasing revenues while maintaining the users cost. Payments received from the insurance company of a "subscriber /user" would be accepted as payment in full. t H. General Description of Request for Proposal P q P Services Requested The City of Owasso is requesting written proposals from companies for the purpose of ' retaining a third party administrator for the billing of ambulance services provided by the City of Owasso ambulance and emergency staff. Right to Extend or Change Third Party Administrators The City of Owasso reserves the right to use no ambulance billing administrator, use another ambulance billing administrator or use additional ambulance billing administrators with special expertise for this or any subsequent project at the discretion of the City of Owasso. No Compensation for Proposal A proposal submitted as a result of this Request for Proposals will be considered a marketing investment on the part of the respondent. No respondent will be compensated for the preparation of response to this request. M. Scope of Services W The Ambulance Billing Administrator shall provide the following services to the City of Owasso: ' Consultation and Training Consult and train City of Owasso ambulance service employees for proper medical records documentation, compliance with Medicare and corporation policies and procedures, medicolegal aspects of medical records. Furnish all diagnosis and procedure coding to insure full reimbursement from MediCare and all other insurance carriers. Billing Services Prepare and submit invoices within an acceptable time frame to users of the Owasso ambulance service who are not covered by a subscription agreement. Within an acceptable time frame file insurance claims for all ambulance services with private insurance companies, MediCare, MediCaid, and other carriers as needed. Secure any information which may be required to complete the claim forms. Provide monthly statement to patients of the ambulance service. Handle all patient inquiries regarding statements, billing and insurance problems. Have a local or toll free number which appears on all statements or billings for such inquiries. Follow up on all claims that are pending payment or denial 60 days after the original filing date and continue follow up until payment is received or until deemed uncollectible and returned to the City for further legal collection. Reports and Data Maintain and provide statistics and reports to the City of Owasso Finance Department relating to ambulance services provided, ambulance usage compared to revenue, etc. Maintain and provide financial records necessary to substantiate the actual cost of operating the ambulance service. Have the ability to provide a weekly aged trial balance report reflecting balances, total accounts receivable and date of last payment. Have the ability to provide monthly reports which show a break down of total monthly charges, total monthly receipts, total accounts receivable and a collection percentage total. Supplies Must supply all equipment and materials needed to provide above mentioned services. IV. Selection Criteria for Ambulance Billing Administrator Experience with administering third party claims for ambulance services. Organization, structure, and stability of company. Responsiveness and compliance with the information requests within this RFP. Qualifications of staff, education, training, and years of experience will be considered. Availability of staff. Level of fees, method of application, billing procedures, and evidence of understanding of third party billing to insurance companies, medicare and medicaid. Evaluation ' Each proposal will be independently evaluated by the City of Owasso. Communication All proposing firms are instructed not to make contact with any employee or Council Member of the City of Owasso. The only acceptable exception is a written request to the City of Owasso for clarifying questions. In this case, Sherry Bishop, the Treasurer of the City of Owasso, would be the only contact person. Disregarding this request will be grounds, at the discretion of the City of Owasso, for rejecting a proposal. V. Proposal The proposal shall address the company's ability to fulfill the selection criteria listed under section IV and shall also include the following items: Organization and Resources Describe how the company is organized and how its resources can best be utilized for this project. What other resources would be available to the City of Owasso Ambulance Service? Explain what benefit that would be to the City of Owasso. Experience Please include the names, addresses, and phone numbers of three (3) clients and contact persons. Sta f ne What individuals will be assigned to the City of Owasso? Discuss each staff member's responsibility, experience and expertise ' Method of Compensation Describe your preferred method of being compensated. Are you willing to work on a flat fee basis? Percentage of collections? Please explain in detail. Designated Contact All proposals should be sent to: Sherry Bishop, City Treasurer, City of Owasso, 207 South k, Cedar, P.O. Box 180, Owasso, Oklahoma 74055. Time Schedule The City of Owasso intends to use the following timetable in the selection process for an ambulance billing administrator. ' Target Date Event August 17, 1994 Distribute & advertise September 6, 1994 Deadline for Submission of Proposal September 20, 1994 The City of Owasso selects and employs ' an ambulance billing administrator Deadline and Number of Copies All proposals must be in a sealed envelope and clearly marked in the lower left corner: "Sealed Proposal - Ambulance Billing Administrator Services ". All proposals must be received by 2:00 p.m. on Tuesday, September 6, 1994. They will be reviewed by the City of Owasso subsequent to the submittal deadline. Two (2) copies of the proposal must be presented. Notification of Selection The City Treasurer of the City of Owasso will notify the appropriate company that they have been selected to serve as Ambulance Billing Administrator for the City of Owasso Ambulance Services. Notification of Others The City Treasurer of the City of Owasso will notify those companies who have not been selected. VI. Terms and Conditions Right to Reject The City of Owasso reserves the right to reject any or all proposals and to award the contract to the next most qualified Ambulance Billing Administrator if the successful Ambulance Billing Administrator does not execute a contract within thirty (30) days after award. Clarification The City of Owasso reserves the right to request clarification of information submitted and to request additional information of one or more applicants. At its discretion, the City of Owasso may request that the company selected appear before a committee to interpret or clarify its proposal. Withdrawal of Proposal Any proposal may be withdrawn up until the date and time set above for the opening of the proposals. Any proposal not so withdrawn shall constitute an irrevocable offer for a period of ninety (90) days, to provide the City of Owasso with the services set forth in the attached specifications, or until one or more of the proposals have been approved by the City of Owasso. Termination The City of Owasso shall have the right to terminate its contract with or without cause by specifying the date of termination in a written notice to the firm at least thirty (30) working days before the termination date. In this event, the firm shall be entitled to just and equitable compensation for any satisfactory work completed under the contract. 11 IContractual Forms Any contract resulting from the acceptance of a proposal shall be on forms either supplied by ' or approved by the City of Owasso and shall contain, as a minimum, all applicable provisions of the Request for Proposal. The City of Owasso reserves the right to reject any contract that does not conform to the Request for Proposal and any applicable requirements ' for contract. Assignment of Interest ' The company shall not assign any interest in the contract and shall not transfer any interest in the same without prior written consent of the City of Owasso. ' Approval of Information Released No reports, information, or data given to or prepared by the firm under the contract shall be made available to any individual or organization by the firm without prior written approval tof the City of Owasso. Prior to the execution of the contract proof of Error & Omission Insurance with the City of ' Owasso named as an additional insured must be provided. VII. Summary The City of Owasso is seeking a written proposal from your company which specifically responds to questions and information that will be used to evaluate your company's ability and willingness to serve the needs of the City of Owasso Ambulance Service. The selection of the Ambulance Billing Administrator will be based on the quality and completeness of the Iwritten proposal and reference checks, as well as personal. interviews of selected companies 5 MEDICLAIMS, INC. 113 N. 3rd, Suites 2C & 2D Ponca City, OK 74601 PROPOSAL FOR CITY OF OWASSO AMBULANCE BILLING ADMINISTRATIVE SERVICES Leslea J. Adams (405) 762 -2299 ORGANIZATION AND RESOURCES Mediclaims, Inc. was founded in 1989 by Leslea Adams to be a leader in medical insurance administrative services. We offer our clients much more than simply filling in an insurance claim. We also act as a liaison between the provider and carrier. Medi- claims, Inc. now represents nineteen providers of many different specialties including five city -owned ambulance services. Leslea Adams has many years experience in the medical insurance auditing field and also has had several years experience in the provider billing field. She knows both the carriers' stand on processing a claim, what was needed for payment as well as the provider's side, which sometimes can be overwhelming. She listened to the concerns of both sides of this very political health industry, and built a business that not only offers increased revenue to the client but help to the patients as well. ' Knowledgeable coding techniques are essential to claims filing. For every service or supply there is a procedure code and also a diagnosis code. This coding is, by far, the most important factor of an insurance claim because the way a claim is coded directly affects the payment a provider receives. Medicare is only one of many insurance organization to require coding; Medicaid, Worker's Compensation and some private carriers can require their "own" coding, which is different to that of Medicare. While it is true all medical providers should use proper documentation, it is doubly important for ambulance run sheets to be documented in such a way so as to not ' only provide appropriate medical information for the patient, but also to protect the E.M.T.s and the city itself from liability. We have consulted with several clients, helping them to ensure this appropriate documentation. (See enclosure) In May, 1990, Iris Ballou came on board from hospital medical records as a coding analyst. With more than twelve years experience, Iris is one of the best in her field. Iris does all training of new employees as far as medical terminology, procedure and diagnosis coding and data entry. She attends seminars, including Aetna/Medicare, Health Care Financing Administration, American Medical Association, Medicaid and many others. To keep sharp on these ever - changing programs, she is constantly reading Medicare, Medicaid, Champus, and Worker's Compensation newsletters and other publications that Mediclaims, Inc. subscribes to. There is not a book you can buy that tells you step -by -step coverage and claims filing guidelines. You learn by staying in the field and keeping abreast of changes. 1 Iris also does the quality control checks here at Mediclaims, Inc. She will pull a set number of claims at random and check for accuracy, quality, and timeliness of filing. In addition to Leslea and Iris, we also have four full -time and one part-time clerk to help with data entry, filing, posting payments, gathering information, and helping your 1 2 patients when they call. Although each employee is responsible for a specific group of providers, all are cross - trained enough to help each other out with telephone calls, vacations, sick leave, etc. Mediclaims, Inc. staff is as dedicated to your patient's needs as we are to the clients we represent. If they have a problem, we do what it takes to resolve it. If the patients is happy with our service to them, you will be happy with us. Mediclaims, Inc. utilizes top -of- the -line medical software (Medical Manager). In January, 1994, we upgraded our software to the most current version of Medical Manager (version 8.0). This software enables us to supply you with many different reports to help you in the auditing and budget process. Our reports consist of various financial activity and productivity reports. With these reports you will be more informed and more in control of the statistics than you have ever been before. All this is gener- ated by an -IBM 486 DX2 with 66 Mhz, 8 mg of RAM and 1.05 gigibyte harddrive on a Unix operating system. Mediclaims, Inc. also utilizes an A.T. & T. FAX machine and our 800 telephone numbers for the convenience and ease of our clients and their patients. Anyone familiar with completing an HCFA 1500 claim form can produce an ambulance claim; however, anyone inexperienced with ambulance billing has no way of realizing the full extent that ambulance claims follow -up entails. This includes, but is not limited to, tracking proper documentation, proving medical necessity, gathering addi- tional information from physicians, hospitals, patients, accident reports, and correctly completing worker's compensation forms and knowing when and to whom to file liens. There are other billing services, but there is not one that can compare with the experience and total knowledge of `the insurance field quite like this one. Our reputation with Aetna/Medicare is a good one. In fact, one of our client's claims was chosen as an example of what a "clean claim" should be. We can and will do a good job for you. We have proven that many times over. As a matter of fact, two of our clients were clients once, then pulled out, and LATER CALLED BACK AND ASKED US TO HELP THEM AGAIN!! EXPERIENCE PONCA CITY AMBULANCE P.O. Box 1450 Ponca City, OK 74602 Contact: Martin Smith 405- 767 -0368 HOMINY AMBULANCE P.O. Box 98 Hominy, OK 74035 Contact: Felix Nance 918 - 885 -2154 TONKAWA AMBULANCE 117 South 7th Tonkawa, OK 74653 Contact: Paula Carr 405- 628 -2508 STILLWATER AMBULANCE P.O. Box 1449 Stillwater, OK 74076 Contact: Marcy Alexander 405- 742 -8234 3 STAFFING In regards to staffing, Mediclaims, Inc. has selected Carlea Pearcy to be the Client Representative to the City of Owasso. Carlea currently handles the City of Ponca City Ambulance Service and has done so for two years. She is also familiar with the Stillwater Ambulance Service as well as other providers. She is completely familiar with all the ins and outs of obtaining patient billing information, accident reports, posting charges and payments, making payment arrangements and follow -up. When Carlea took over Ponca City Ambulance Service, collections were down and she has raised them and has maintained their collection percentage effectively for two years. Currently, their last fiscal year closed at 93.8% collections. ' Carlea is originally from Owasso and is quite excited at the prospect of being the Client Representative for the City of Owasso. Along with Carlea, Iris Ballou, previously ' discussed in this proposal, will be another employee assigned to Owasso. METHOD OF COMPENSATION At Mediclaims, Inc. our primary concern is for your patients and your city ' ambulance service. Our fees are based on the city's population, average number of runs, and your emergency rate. When we ,begin to work for a new client, the past collection rate has no impact on the fee we set,-because, in most cases, our system changes those ' percentages so drastically that we have no idea what to expect in collections. We do charge a $500.00 one time set -up fee, which includes serialization, licensure for adding a new client, our cost in travel expenses and personnel overtime in setting up the new account. There are many hours involved in the initial set -up of any 1P account. Our fee is eventually a flat fee for budgeting purposes for both the client and Mediclaims, Inc. The fee includes our costs for paper, postage, stationery, printing, and long distance telephone charges. It is impossible for a city to budget percentages of what they cannot know to expect. However, our high collection percentages do not happen overnight. With each new account, it can take from three to six months to "level off' to better collection rates. If our fee ever goes more than 10% of actual receipts, we lower your fee. tMediclaims, Inc.'s goal is to be a service that a provider cannot afford to do without. The most important things in life are not money; Mediclaims, Inc. believes our ' success comes in the number of satisfied clients we represent. 1 1 0 It has been an honor to represent our ambulance service clients and to know that we were the first to include ambulance services as part of a medical billing service. The ambulance service is a provider of medical care and should be paid for their services and supplies like any other medical provider. The increased revenue that we produce goes back to the Fire/EMS service for supplies, new equipment, etc. That revenue could never go to a better cause. Enclosed is a copy of our agreement to provide services to the City of Owasso for their ambulance billing. Thank you for the opportunity to submit our proposal for your consideration. Sincerely, Le�Ja ms, P resident Mediclaims, Inc. UA/mz Enclosure 1 AGREEMENT THIS AGREEMENT is entered into on the day of , 1994, between the City of Owasso, Oklahoma, an Oklahoma municipal corporation (hereinafter "City "), and Mediclaims, Inc., an Oklahoma Corporation (hereinafter "Mediclaims "). MEDICLAIMS AGREES: 1. To prepare and send all statements for amounts due to the City for ambulance ' services provided to its customers. 2. To file insurance claims on behalf of insured patients for ambulance service with private insurance companies, Medicare, Medicaid, and the Pawnee Indian health Service and to follow up on the submission of those claims. 1 7 �1- 1 1� 3. To perform diagnostic and procedure coding as may be required for such medical claims and to make necessary inquiries of health care providers as may be required for such coding. 4. To keep and deliver to City, weekly, an aged balance sheet showing accounts 30 -, 60 -, 90- and 120- day balances, total balance due and date of last payment. 5. Consult with the designated City employee or employees when: a. medical records are incomplete or ambiguous so that the City may make clarifying inquiries; b. procedures need to be adopted or changed by the City in order to properly comply with Medicare and corporate policies and procedures; C. there is some question as to the correctness of medico -legal aspects of medical records. 6. To file a second insurance claim, without notice from the City, if payment is not received within sixty days of the first billing. 7. To utilize "positive collection techniques" to work with and assist private pay patients in satisfying their bill and to refrain from using threats or intimidation as a collection technique and to obey all laws and regulations regarding debt collection practices. 8. To provide informational seminars, on request or as needed, to the City's EMT's to train them in the proper preparation of reports for billing. 1 z 1 9. To provide all stationery, envelopes, postage, printing and long distance telephone call charges. 10. To place Mediclaims toll -free telephone number and address on all correspondence to patients and insurance carriers. 11. To prepare and send "request for review" to all private insurance carriers, if a claim is still pending 60 days after initial filing. 12. To work with attorneys on personal injury and worker's compensation cases for such time as Mediclaims believes it is prudent to pursue such sources of payment, recognizing that such claims normally are dependent upon the settlement of the case for payment. 13. To keep accurate records of all no- hauls, assistance calls and miscellaneous services for statistical purposes. 14. To prepare monthly reports for use by the Fire Chief, Mayor and City Commissioners, City Manager and Director of Finance, detailing collection activities, quantity of ambulance runs, breakdown of types of runs, sources of revenue, etc. THE CITY AGREES: 1. To pay Mediclaims the sum of $500.00 (Five Hundred dollars) as a one -time set- up fee, and the further sum of $1550.00 (One thousand five hundred fifty dollars and 00 /100) per month, not to exceed 10% of actual receipts, on the first day of each month or as soon thereafter as claims are approved and paid. 2. To prepare a run sheet and /or transfer sheet from the information furnished by a hospital, nursing home, or other health care facility for use by Mediclaims. 3. To attempt to collect at the time of transport any and all medical information which is available and forward that information to Mediclaims. 4. To provide a daily log sheet showing all payments received and the source of payments by patient. 5. To collect all monies upon billings by Mediclaims. THE PARTIES JOINTLY AGREE: 1. Each party will be responsible for any claims or damages arising out of its own errors and indemnify and hold the other party harmless therefrom. 3 2. This agreement may be terminated by either party upon thirty days written notice to the other party. 3. This agreement may be amended or modified upon mutual agreement, but all modifications and amendments must be in writing to be effective. CITY OF OWASSO by (SEAL) ATTEST: City Clerk MAYOR MEDIC��LppAIMS, INC. by LgZ Z,, s LESLEA ADAMS, PRESIDENT (SEAL) ATTEST: Secretary APPROVED AS TO FORM AND LEGALITY THE DAY OF , 1994. OWASSO CITY ATTORNEY LIFE -STAY EIAMBULANCE SERVICE P.O. Box 2318 • Broken Arrow, OK 74013 • (918) 451 -2448 September 6, 1994 Ms. Sherry Bishop City of- Owasso 207 S. Cedar P.O. Box 180 Owasso, Ok. 74055 Dear Ms. Bishop; We are pleased to provide the attached response to your REQUEST FOR PROPOSALS FOR AMBULANCE BILLING ADMINISTRATIVE SERVICES. Should we be able to provide you with clarification on any of the issues contained within our response, please let us know. Respectfully, Stuart E. Long, esident LIFE -STAT AMBULANCE SERVICE, INC. 1 1 1 1 1 1 1 t RESPONSE TO CITY OF OWASSO REQUEST FOR PROPOSALS FOR AMBULANCE BILLING ADMINISTRATIVE SERVICES FROM LIFE -STAT AMBULANCE SERVICE, INC. 2005 S. ELM PLACE, SUITE F BROKEN ARROW, OK. 74012 (918) 455 -6277 This Proposal is the property of LIFE -STAT Ambulance Service, Inc. Because it contains confidential information proprietary to LIFE -STAT Ambulance Service, Inc., no copies may be made whatsoever of the contents herein nor any part thereof, nor should the contents be disclosed to any party not specifically authorized to discuss said contents by LIFE -STAT Ambulance Service, Inc. officers. J CORPORATE HISTORY LIFE -STAT Ambulance Service, Inc. is a provider of emergency and non - emergency ambulance services to patients including transfers to and from health care facilities and residences. LIFE -STAT also provides pre- hospital emergency medical care and transportation to patients in response to "911" emergency medical calls while assisting the Broken Arrow Fire Dept. emergency medical service system. LIFE -STAT currently operates in the metropolitan Broken Arrow and suburban Tulsa areas while serving all hospitals and many nursing and convalescent homes, as well as individuals. LIFE -STAT performs approximately 450 patient transports each month. LIFE -STAT Ambulance Service maintains a professional, and computer proficient accounts receivable staff and performs all of its own billing services, including private pay, Medicare, Medicaid, Insurance companies, the Veterans Administration, HMO's, PPO's, and all other third -party payers. LIFE -STAT has continued to perform its own services on a continual basis in excess of five years Our billing system is fully computerized. All Medicare claims are billed electronically to our third -party intermediary (Aetna), which reduces the turn - around time on claims payment from 30 days to 14 days. OUR PROPOSAL With this proposal, it would be our intent to provide a complete turn -key billing program for the City of Owasso Fire Dept. LT_FE -STAT would agree to furnish all materials, equipment and supplies to perform the necessary functions of the accounts receivable process. In consideration of your specifications, LIFE -STAT ' would agree to the following: 1. LIFE -STAT will review the procedures of the Owasso ' Fire Dept. to determine what information is currently being received by the Owasso Paramedics so that we may assure that all necessary information is in fact, being ' compiled for appropriate billing. However, should information which is necessary for appropriately processing a claim be absent, LIFE -STAT will endeavor to ' 1 obtain all needed information for timely claims filing. 2. In the event the necessary information is not being retrieved from patients, families, medical institutions, etc. LIFE -STAT shall agree to perform all necessary training sessions with the Owasso Fire Dept. so that a mutually satisfying process can be established for the purpose of eliciting the information necessary to file and collect for services rendered by the City of Owasso. ' 3. LIFE -STAT shall familiarize itself with the City of Owasso's ambulance service membership agreement and file all claims in accordance with the provisions of the ' membership program. LIFE -STAT shall also agree to initially review and continually monitor the ambulance membership program to assure that it is actuarially sound (anticipated amounts that will not be billed for coinsurance and deductibles) and within the scope of federal Medicare regulations. ' 4. LIFE -STAT will post all credits /payments to individual patient accounts within a reasonable period of time, t providing that the City of Owasso submits to LIFE -STAT verification of payments received and /or credits to be issued. LIFE -STAT shall agree that all payments /credits verified within seven days of month's end shall be posted ' to all patient accounts prior to submission of month -end reports. ' S. LIFE -STAT shall agree to respond to all qualified inquiries regarding statements, billing and insurance problems which may arise in connection with Owasso related receivables and provide on each individual invoice and statement, a local telephone number for such inquiries. 6. LIFE -STAT shall agree to follow up on all claims that ' are pending payment or denial and shall reprocess all unpaid claims at thirty -day intervals. LIFE -STAT shall continue to pursue payment of all claims until such time as we deem them to be uncollectable, with justification, and return said claims to the City for further legal action. LIFE -STAT shall agree to pursue all claims for a period of no less than 90 days. 1 REPORTS AND DATA Pursuant to your RFP, LIFE -STAT agrees to "provide statistics and reports to the City of Owasso Finance Department relating to ambulance services provided, ambulance usage compared to revenue, etc. Maintain and provide financial records necessary to substantiate the actual cost of operating the ambulance service. Have the ability to provide a weekly aged trial balance report reflecting balances, total accounts receivable and date of last payment. Have the ability to provide monthly reports which show a break down of total monthly charges, total monthly receipts, total accounts receivable and a collection percentage total ". Specifically, the following reports may be provided at your option: CHARGE REPORT: This report prints a list of calls and their charges alphabetically or in date order. The report may include charge detail or summary reports, by date range, or any combination of flags or charge types. CREDIT REPORT: This report is used to print a list of calls and their specific credits under each Credit code with corresponding dollar amounts. This report may be printed in chronological order or by date of call. CALL REPORT: This report prints a list of calls in date or alpha order. The report may be printed to include call detail, date range, by any combination of flags and whether the calls have a balance. LOG REPORT: The Log Report includes the following information: Call Number; Patient Name; Age; Caller; Unit; Call Times; Count; Doctor; Day; Reasons; From Location; To Location; Date; Attendant; and Charges. AGED RECEIVABLES REPORT: The Aged Receivables Report prints a list of patients' outstanding balances aged according to the aging date. This report also prints a Flag Summary Report. PATIENT COLLECTION REPORT: ' The Patient Collection Report prints all activity within a patient's account. I 7 1 RECEIVABLES DISTRIBUTION REPORT: The Receivables distribution Report shows the status of accounts receivable, collections, and the length of time it takes to collect a bill. This report prints the charges for each month and the credits collected on those charges. AUDIT TRAIL: The Audit Trail is a "trail" of activity which affects the Accounts Receivable Balance. When activated and properly initiated, the BALANCE of the final record of the Audit Trail should equal the Accounts Receivable Balance. Many other reports are also available to assist Fire Dept. management and the City of Owasso decision makers; some are listed here: IOUR EXPERIENCE Though LIFE -STAT currently does not process claims for any other outside entity, we feel that through our own successful experience of processing ambulance specific accounts receivable, we are appropriately qualified to provide these services to the City of Owasso. 1 - Protocol Exception report - Fractile Response time Analysis -Call Frequency Analysis -Unit Analysis -Call Report Generator ' OUR STAFF ' The following listed persons will be responsible for processing Owasso's accounts receivable: Kristie Adkins, Vice President, Life -Stat Ambulance t Service, Inc. Overall responsibility of all aspects of accounts receivable functions. Paula Bedford, Data Processing Specialist, Life -Stat Ambulance Service, Inc. Responsible for entry of data from ambulance report forms, completion of State of Oklahoma ' scannable run report forms, data entry of Medicare electronic claims. IOUR EXPERIENCE Though LIFE -STAT currently does not process claims for any other outside entity, we feel that through our own successful experience of processing ambulance specific accounts receivable, we are appropriately qualified to provide these services to the City of Owasso. 1 METHOD OF COMPENSATION As federal Medicare regulations specifically restrict a billing agent from operating on; (a) compensation related to the amounts billed or collected; and (b) compensation based on a contingency, LIFE -STAT must therefore Invoice the City of Owasso based on a flat fee basis. For the aforementioned, LIFE -STAT proposes to Invoice the City of Owasso $1,000.00 per month. In addition, LIFE -STAT will also agree to process the City of Owasso's ambulance related accounts receivable sixty days in retrograde. 1 L 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 PUBLIC NOTICE OF THE MEETING OF THE OWASSO PLANNING COMMISSION TYPE OF MEETING: DATE: TIME: PLACE: NOTICE FILED BY: TITLE: Regular October 11, 1994 7:00 PM Owasso Community Center Timothy Rooney City Planner Filed in the office of the Owasso City Clerk at 8:00 AM on September 26, 1994. Timothy Rooney ity Planner OWASSO PLANNING COMMISSION REGULAR MEETING Tuesday, October 11, 1994, 7:00 PM Owasso Community Center, 301 S. Cedar AGENDA 1. Call to Order 2. Roll Call 3. Consider Approval of the Minutes of September 13, 1994 Regular Meeting and Minutes of September 23, 1994 Special Meeting. 4. Site Plan - Oasis Car Wash - A request for a review of the site plan for Oasis Car Wash, to be located on Lots 5 through 9, Block 1 of Elm Creek Commercial Corner, an addition to the City of Owasso, Oklahoma. The subject site is generally located on the northeast corner of N. 128th E. Avenue and E. 85th Street North, directly west of Dr. Mark Argo's dental office. 5. OZ -94 -07 - Hayward Smith - A request for a review of a rezoning application of an approximate 31.3 acre tract from AG (Agriculture) to CG (Commercial General). The subject property is located east of Garnett Road, directly north of the Owasso Fire Department. 6. Subdivision Regulations - Presentation of the Final Draft of Subdivision Regulations. The Subdivision Regulations will be presented to the Owasso City Council on October 18, 1994. 7. New Business. 8. Report on Planning Items Previously Forwarded to City Council. 9. Discussion of Development In and Near Owasso. 11. Adjournment. ■ GREEN COUNTR G)-een Country / nu%%phs Y 13415 S. 127th E.A ve Broken Arrow, Ok. 74011-7444 918- 455 -8993 EST I'll September 29. 1994 The Honorable Jerry Duke Mayor Of the City Of Owasso City Council City of Owasso 207 S. Cedar Owasso. Oklahoma 74055 Dear City Council: On behalf of the Green Country Triumphs I personally want to thank you for your support of our "All British Day" which was held on September 24, 1994. Your support and the use of your fine facility is sincerely appreciated. 93 cars attended which means that we are oft to a terrific start! Thank you for your assistance. Sincerely. Sam Clark President SC:er Of 1 ' STANLEY GLANZ SHERIFF WILLIAM R. THOMPSON UNDERSHERIFF August 01, 1994 s x�yr � i .•i t 1l f TULSA COUNTY SHERIFF 500 S. DENVER TULSA, OKLAHOMA 74103 -3832 (918) 596 -5601 Owasso Fire Prevention Association c/o Lonnie Fisher 8901 N Garnett Rd. Owasso, Ok. 740SS JIM C. HELM CHIEF DEPUTY SERVICES DIVISION ROBERT L. MACKECHNEY CHIEF DEPUTY OPERATIONS DIVISION ' Dear Mr. Fisher, On July 22 and 23, 1994, the Stillwater Police ' Department requested assistance from the Tulsa County Sheriff's Office at their annual "Eskimo Joe's Street Party ". Previous years experience "indicated a crowd of ' between 5,000 and 42,000 people would attend the anniversary celebration conducted in a two block area of the "old downtown" area. 1 In response to a discussion I had with members of the Owasso Fire Department, the Owasso Fire Prevention Association's "mini- medic" and an E.M.T. were offered, (free gratis), to assist the Tulsa County Sheriff's Office, The Stillwater Police Department, the Oklahoma State University Police Department and the Stillwater Fire Department with the extraordinary medical, response requirements of this crowd control. nightmare. Firefighter/E.M.T. Dan Salts responded to stillwater with the mina. - medic and stayed with the sixty Tulsa County Sheriff's Office deputies and the formidable law enforcement contingency throughout the operation, which lasted approximately thirty -six hours. Although the crowd was not as large as expected, we were comforted greatly by the knowledge that medical assistance was always close at hand and transportation to a medical facility would not be hampered greatly by crowded and narrow response routes. ia. I have personally thanked Mr. Salts for his assistance and I extend our heartfelt thanks for the use of your equipment. I look forward to our continued association. If you have any questions or if I can he of assistance, please call me at 596 -8680. Since el Mark Stevens Sergeant cc/ Chief Allen Sheriff Glanz F� 1 Robert Carr City of Owasso "Public Works" pp Dear Mr. Carr, Thank you so much for your quick action on repairing the 11800 to 11900 section of the road of East 81st St. N. I was very impressed and quite pleased to see work starting the following Monday after speaking with you only on Thursday! Futhermore, I would like to commend you on a thourough and expeclient completion of the project. It is a pleasure to live in a City in which the City Officials care about the needs and wants of the citizens. ' Sincerely, S� Jan Jay Rigney, O.D. IM �d EYE CARE ' EYE WEAR DR. J. JAY RIGNEY Optometrist 11880 E. 86 St. N. OWASSO, OKLAHOMA 74055 ow (918) 272 -3937 9 -21 -94 Robert Carr City of Owasso "Public Works" pp Dear Mr. Carr, Thank you so much for your quick action on repairing the 11800 to 11900 section of the road of East 81st St. N. I was very impressed and quite pleased to see work starting the following Monday after speaking with you only on Thursday! Futhermore, I would like to commend you on a thourough and expeclient completion of the project. It is a pleasure to live in a City in which the City Officials care about the needs and wants of the citizens. ' Sincerely, S� Jan Jay Rigney, O.D. IM MEMORANDUM TO: All Department Directors FROM: M. A. ALEXANDER. / CHIEF C� SUBJECT: Personnel Change DATE: September 26, 1994 This memo is to inform you that September 7th will be Lt. Roy Day's last day with the Owasso Police Department. He has been offered and has accepted a position to return to the Rolla Missouri Police Department. He will be employed in a rank consisting of the same authority and responsibility that he enjoys here. Rolla is Roy's home and he and his family want to return. I have temporarily assigned Officer Cliff Motto to the acting Lieutenant's position pending a decision to fill that vacancy. Lt. Day will be available through his last day and will handle business as usual. If you have any questions regarding this issue, please contact me or Lt. Day. I 12. J OWNERS EDD & RUBY RICHARDS CUSTOM SCREEN PRINTING • T -Shirts • Caps • Crafts • Sweat Shirts Balloon Bouquet 272 -1 802 8361 N. Mingo Yeller Expwy. - Owasso (2nd Bldg. South of Classic Chevrolet) ' /3.