Shawnee Minutes Research: Shawnee Doge
Comprehensive Deep-Dive Executive Summary
MOU: City of Shawnee & Community Health Partners, Inc. (Unity Health Center)
Date Adopted: May 3, 2010
Agenda Item 6
1. Background & Historical Context
First Formal Health Partnership: A review of Shawnee Commission minutes from 1998–2009 shows no prior interlocal agreements for primary-care delivery. The May 3, 2010 MOU marks the City’s inaugural, sustained public-health collaboration.

Pre-2010 Efforts: Previous health initiatives were episodic—vaccination clinics (2005, 2007) and ad-hoc health fairs—without the ongoing governance structure an MOU provides.

Governance Precedent: This agreement established the template for later MOUs (e.g., 2012 Parks & Rec partnership; 2015 senior-services MOU), embedding interlocal cooperation into Shawnee’s institutional DNA.

2. Strategic Importance
Public-Health Access: Secures baseline primary care and preventive services for underserved populations, aligning with Shawnee’s Five-Year Consolidated Plan (FY 2010–2014) goals for equitable health access.

Grant Competitiveness: Demonstrates local “skin in the game,” bolstering applications for state and federal health-center grants (HRSA, CDBG), as evidenced by subsequent awards referencing this MOU’s in-kind support.

Model for Multi-Sector Engagement: Paved the way for expansive partnerships—linking clinical services with built-environment and wellness programs (e.g., 2025 Blue Zones wayfinding, pedestrian safety initiatives).

3. Key Deliberations & Vote
Mover & Seconder: Commissioner Pamela Stephens moved; Vice Mayor Frank Sims seconded.

Vote Outcome: 6 Aye; 0 Nay; 1 Abstain (Commissioner Holt recused due to a potential conflict).

Legal Safeguards: Abstention followed Shawnee’s Ethics Code (§ 2-201), and contract terms (indemnification, termination rights) were vetted by the City Attorney under the Interlocal Cooperation Act (11 O.S. § 24-101 et seq.).

4. Potential & Realized Implications
Institutional Infrastructure: Created a replicable framework for City-provided in-kind support (facility use, administrative assistance) now mirrored in multiple later agreements (library, parks).

Data-Sharing Foundations: Although not explicit in 2010, later health-data MOUs build on this initial confidentiality and reporting language, enabling shared outcome metrics.

Service Expansion Trajectory:

2012: Unity Health Center’s integration into SSM Health (renamed St. Anthony Shawnee Hospital) underscores the MOU’s role in attracting major health-system partnerships.

2023–24: Growth in primary-care providers at the Shawnee campus and leading role in Pottawatomie County Community Health Needs Assessments demonstrate sustained capacity building.

5. Holistic Analysis & Forward-Looking Summary
Catalyst for Wellness Ecosystem: The 2010 MOU did more than authorize clinical services—it signaled Shawnee’s commitment to health as a core municipal function, triggering multi-sector collaborations (nonprofits, faith groups, banks, neighboring towns, state/federal agencies).

Cross-Program Synergies: Today’s Blue Zones wayfinding, employer wellness pledges (Freese & Nichols), and infrastructure grants (sidewalks, corridor redesign) all trace conceptual lineage back to this foundational partnership model.

Ongoing Strategic Recommendations:

Performance Metrics: Establish formal quarterly reporting on patient encounters, health-outcome indicators, and community outreach tied to City goals.

Integrated Planning: Embed health-equity lenses in all future capital and economic-development projects, leveraging a unified “MOU-plus” template for low-barrier partnership testing.

Community Engagement: Host regular town-hall forums and joint press communications to maintain transparency, solicit resident feedback, and sustain the City’s role as an active, accountable health partner.

Conclusion:
By approving the Unity Health Center MOU in May 2010, the Shawnee City Commission did more than formalize a two-party contract—it ignited a durable culture of interlocal cooperation that continues to shape public health, built-environment design, and community well-being in Shawnee.

Blue Zones Project Freese and Nichols Worksite Pledge A Comprehensive Analysis

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

1. Blue Zones Project Design Commission Vote (PDF)

NotebookLM Podcast: Shawnee Commission Debates Broadway Project and Blue Zones Impact

1. Project Background
In February 2020, the Shawnee City Commission considered hiring Freese and Nichols to develop design options for Broadway corridor improvements, funded via a 50/50 grant partnership with the Avedis Foundation (≈ $1.2 M total) and an estimated design contract of up to 20 % of project cost.

2. Stakeholder Goals

  • Connectivity & Safety: Enhance pedestrian, cycling, and motorist facilities; traffic-calming measures.

  • Fiscal Responsibility: Ensure timing aligns with reserve recovery and concurrent infrastructure commitments (e.g., 45th Street, South Kickapoo).

3. Commission Vote & Division

  • Vote Outcome: 4 in favor, 3 against. Opponents: Commissioners Harrod (Ward 3), Sehorn (Ward 5), Salter (Ward 6).

  • Main Dissenting Arguments:

    • Overspent budgets in recent years (projected total cost up to $2 M).

    • Competing priorities: ongoing 45th Street widening and South Kickapoo bond commitments.

4. Supportive Rationale

  • Reserve Health: City Manager Allison and Mayor Finley confirm reserves have rebounded sufficiently to fund a design phase.

  • Design Phase Purpose: Not a funding commitment for construction—merely a consulting engagement to generate viable options before community engagement.

5. Firm Selection
Freese and Nichols was selected based on professional relevancy, past performance with comparable municipalities, and strong references from ODOT, City of Norman, and others.

6. Role of the Blue Zones Project
Mayor Finley clarified that the Blue Zones Project’s involvement is purely informational—providing wellness best practices, not regulatory mandates. “Their sole goal is to provide you with information on how to live longer and live healthier—and if you don’t like that goal, I’m truly sorry for you.”


Update & Next Steps

  1. Community Workshops:

    • Schedule neighborhood charrettes up and down Broadway to gather resident feedback on design alternatives.

    • Set a timeline for 2-3 workshops over the next 60 days.

  2. Preliminary Design Deliverables:

    • Freese and Nichols to submit at least three corridor improvement concepts (e.g., protected bike lanes, revised parking layouts, traffic-calming treatments) by late Q3 2025.

  3. Fiscal Review:

    • Finance department to model project phasing and cash-flow impact, ensuring no negative effect on other capital projects (45th Street, Kickapoo bond obligations).

  4. Blue Zones Liaison:

    • Engage the Blue Zones Project team to integrate “healthy choices” wayfinding (e.g., signage, placemaking elements) into corridor design where feasible.

  5. Commission Workshop:

    • Convene a special session in September 2025 to review designs, fiscal analysis, and community input before authorizing full construction funding.

This structured approach will ensure the Broadway improvements proceed transparently, fiscally responsibly, and in alignment with community health and safety objectives.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

2. FNI_Clearpond Culvert Replacement Contract (PDF)

NotebookLM Podcast: Shawnee Clearpond Culvert Replacement Contract
Deep-Dive Executive Summary
Project: Clearpond Road – Culvert Replacement
Client: City of Shawnee, Oklahoma
Consultant: Freese and Nichols, Inc. (FNI)

1. Project Overview

Replace the existing failed twin 60” CMP crossing on Clearpond Road (approx. 1,500 ft west of SH-102) with a reinforced concrete box (RCB) culvert and restore the two-lane asphalt roadway in-kind. Hydrologic scoping uses StreamStats and conceptual HY-8 checks; no formal hydraulic modeling or environmental permitting is included.

2. Scope of Services

Basic Services (Lump Sum – $64 450)

  • Task 1: Conceptual Design (30 %)

    • Data collection, site visit, failure-mode assessment

    • 30 % plan set (11×17): title, typical sections, plan/profile, cross-sections

    • Design recommendation memo & OPCC

  • Task 2: Final Design (90 % & 100 %)

    • 90 % & final plan sets, project manual, updated OPCC

    • CAD deliverables (.DGN)

  • Task 3: Bid Phase

    • Two half-size sets + PDF, RFI support, pre-bid meeting attendance, conformed “Issued for Construction” PDFs

  • Task 4: Record Drawings

    • Two half-size as-built sets + digital PDF

Special Services (NTE $29 560)

  • Task 5: Construction Phase

    • Pre-construction conference, up to 2 site visits, interpretations during construction

  • Task 6: Survey

    • Topographic and utility survey within 300 ft/100 ft limits, benchmarks, CAD/field notes

  • Task 7: Geotechnical Exploration

    • Two borings, lab testing, GDR (data only) + interpretive memos

  • Task 8: Additional Services

    • Defined list of out-of-scope tasks (e.g., detailed hydraulics, environmental permitting)

3. Schedule

Gantt milestones run from October 2023 through February 2024, covering submittals at 30 % (Nov 2023), 90 % (Jan 2024), bid phase, and record drawings .

4. Compensation Summary

  • Basic Services: $ 64 450

  • Special Services: $ 29 560

  • Total NTE: $ 94 010

5. Client Responsibilities

City to provide mapping, data, coordination of public notices, utility requests, meeting logistics, project approvals, and designate a project representative.


Update & Next Steps

  1. Notice to Proceed & Kick-off

    • Anticipate City’s issuance of NTP (pending council authorization).

  2. Survey & Geotechnical Mobilization

    • Schedule OKIE locates and field survey within defined limits.

    • Drill two borings and initiate lab testing (allow 2–3 weeks for GDR).

  3. 30 % Conceptual Design Submittal (≈ 4 weeks post-NTP)

    • Deliver digital 11×17 plan set, OPCC, and design memo.

    • Convene Plan-in-Hand meeting to confirm foundation concept and overall alignment.

  4. 90 % Design & Project Manual (≈ 8 weeks post-NTP)

    • Integrate survey/geotech findings into roadway, culvert, and structural detailing.

    • Review meeting to resolve comments and finalize specifications.

  5. Bid & Construction Phase Preparations

    • Prepare bid documents, conduct pre-bid meeting, and issue IFC plans.

    • Mobilize FNI construction-phase staff for up to two site observations.

  6. Record Drawings Completion

    • Upon project close-out, compile as-built markups into final record drawings for City archives.

By advancing survey and geotechnical tasks immediately, the project remains on track for early-2024 construction bidding and spring-season culvert replacement.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

3. FNI Inspection Task Order (PDF)

NotebookLM Podcast: Shawnee Waterline and Sewer Pipe Bursting Inspection
Deep-Dive Executive Summary
Task Authorization: #3 under Master Professional Services Agreement
Date: October 3, 2023

1. Scope & Purpose

Project: Shawnee Waterline Independence (ARP-23-0026-G) / Thompson Heights (ARP-23-0188-G) / Sewer Pipe Bursting (ARP-23-0092-G)
Freese & Nichols is to furnish a full-time, on-site resident inspector to oversee trenching and installation of three overlapping utility upgrades. The inspector ensures compliance with approved plans, proper materials usage, fusion of pipe joints, and industry standards (AWWA, AASHTO, ASTM, ODOT). They also serve as liaison for landowner concerns and approve contractor pay applications.

2. Deliverables & Reporting

  • Daily Construction Reports (per ORF-151 format)

  • Reviewed & Approved Pay Applications

  • Attendance at all required material and pressure tests to validate workmanship against industry criteria

3. Schedule & Staffing

  • Duration: October 2023 – May 2024

  • Workload: 8 hrs/day (incl. drive time), 5 days/week for 26 full weeks, plus up to 4 partial (25-hr) weeks

4. Compensation

  • Not-to-Exceed: $162,842 (NTE) for Resident Inspection Services

  • Hourly Rate (Resident Rep): $115/hr

  • Additional Staff Rates:

    • Construction Manager: $233/hr

    • Senior Group Manager: $285/hr

    • Senior Advisor: $267/hr

    • Administrative: $86/hr

  • Equipment & In-House Services: Billed per published rates (e.g., crew vehicle $75/hr), travel at IRS mileage, reproduction at per-copy/sq ft rates

  • Expense Mark-ups:

    • Other direct expenses × 1.15

    • Non-FNI labor (Resident Rep/CAD) × 2.0

5. Key Contacts

  • Client Inspector Liaison:

    • Seth Barkhimer, P.E. (City’s Designated Rep)

    • Lindsey McNabb-Fox (Accounting Rep)

  • FNI Representatives:

    • Paul D. Green, P.E. (Principal/Vice President)

    • Stephanie Kirchstein (Accounting Rep)


Update & Next Steps

  1. Confirm Completion of Inspection Deliverables

    • Verify all Daily Construction Reports and Approved Pay Applications have been submitted and logged in the City’s project folder.

    • Ensure any “punch-list” items flagged by the inspector have been addressed by the contractor.

  2. Final Invoice & Close-Out

    • Coordinate with Lindsey McNabb-Fox to reconcile hours billed (Resident Rep + any additional staff/equipment) against the $162,842 NTE cap.

    • Issue final invoice and obtain City sign-off to officially close Task Authorization #3.

  3. Lessons Learned & Quality Review

    • Schedule a debrief with Paul D. Green and City staff to review inspection performance, address any process improvements, and document best practices for future ARP-funded utility projects.

  4. Archive & Record Retention

    • Archive all inspection reports, test records, and pay application approvals in the City’s permanent records.

    • Update the City’s asset management system with “inspection complete” status for the three utility segments.

  5. Transition to Operations

    • Confirm any outstanding warranty or post-construction monitoring requirements with the contractor and FNI.

    • Ensure the City’s operations team has received all as-built documentation and inspection findings for ongoing maintenance.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

4. FNI MSA – Water & Sewer On-Call (PDF)

NotebookLM Podcast: Shawnee Water & Sewer Services Agreement
Deep-Dive Executive Summary
Document: Master Professional Services Agreement (MSA) – Water Distribution & Wastewater Collection On-Call
Parties: City of Shawnee, OK (Client) & Freese and Nichols, Inc. (FNI)

1. Agreement Purpose & Structure

  • On-Call Services: Establishes a framework for engineering design and support “on demand” under individual Task Authorizations. No work commences until a Task Authorization is approved by both parties.

  • Service Types: Water distribution and wastewater collection system design, as detailed per Task Authorization.

2. Scope of Services & Task Authorizations

  • Task-by-Task Detail: Each Task Authorization specifies deliverables, schedules, and fees. An example template is included as Attachment A.

  • Flexibility: Client may request additions, deletions, or scope changes; FNI is entitled to equitable rate/time adjustments for changes beyond the original Task Authorization.

3. Compensation & Billing

  • Negotiated Fees: Fees for each Task Authorization are negotiated separately and tied to the defined scope.

  • Progress Payments: FNI may invoice monthly based on services rendered; undisputed invoices unpaid after 30 days accrue 1 % interest per month and may trigger suspension of services after written notice.

4. Key Terms & Conditions (Attachment TC)

  • Standard of Care: Services adhere to professional engineering standards; no warranties beyond those standards.

  • Opinion of Probable Costs: No fixed construction cost cap unless explicitly agreed in writing.

  • Ownership of Documents: All drawings, reports, and data produced are the Client’s property upon payment.

  • Insurance Requirements:

    • Commercial General Liability: $2 million aggregate

    • Automobile Liability: $1 million combined single limit

    • Professional (E&O) Liability: $3 million annual aggregate

  • Termination: Either party may terminate with 10 days’ written notice; FNI to be compensated for all services performed to date.

  • Indemnification & Liability Limits: FNI’s liability is limited to its professional services; consequential damages are waived.

5. Governing Provisions

  • Law & Venue: Governed by Oklahoma law; venue in Pottawatomie County.

  • Amendments: Entire agreement supersedes prior understandings; only written amendments signed by both parties are valid.


Update & Recommended Next Steps

  1. Finalize Effective Date & Signatures

    • Insert the agreed “Effective Date” on page 1 and obtain signatures from the City Manager and FNI Principal.

  2. Issue Initial Task Authorization(s)

    • Identify first on-call assignments (e.g., valve replacement design, sewer rehab scoping).

    • Draft Task Authorization(s) detailing scope, schedule, and fee, using Attachment A as a template.

  3. Kick-off Coordination

    • Convene a kick-off meeting with FNI project manager, City utilities staff, and finance to review on-call processes, invoicing cadence, and communication protocols.

  4. Set Up Billing & Tracking

    • Ensure City finance creates a dedicated budget line for MSA on-call charges.

    • Establish invoicing recipients and approval workflow to prevent late payments and service suspension.

  5. Monitor & Scope Management

    • Assign a City liaison to review Task Authorization requests, manage change orders, and track cumulative on-call expenditures against the not-to-exceed budget.

  6. Performance Review Cadence

    • Schedule quarterly check-ins to review completed on-call tasks, assess FNI performance, and adjust staffing or scope thresholds as needed.

By executing these next steps, the City will have a streamlined on-call engineering resource in place—enabling rapid response to water and sewer design needs while maintaining clear budgetary control and professional oversight.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

5. FNI TO#1 – Park Street Water Main Replacement (PDF)

NotebookLM Podcast: Park Avenue Water Line Replacement: Scope of Services
Deep-Dive Executive Summary
Task Authorization: #1 under Master Professional Services Agreement
Date: November 30, 2022

1. Project Overview

Name: T.O. 1 N Park Avenue 14 Inch Water Line Replacement
Location: Park Avenue from Federal Street to Independence Street (≈0.5 mi)
Purpose: Replace existing 14″ water main with new 18″ HDPE pipeline, restoring the two-lane roadway in kind.

2. Scope of Services

Basic Services (Lump Sum)

  • Design (Prelim & Final): Kick-off, field review, utility coordination, two progress meetings; 50 % (prelim) and 100 % (final) plan sets, outline specs, Opinion of Probable Cost, OWRB Engineering Report; traffic-control narrative for phased block closures.

  • Bid Phase: Notices to bidders, online distribution (CivCast), addenda, pre-bid conference, bid tabulation, qualification review, contract award recommendation, final bid-package assembly.

  • Construction Services: Pre-construction conference, submittal review, two site visits, deficiency notifications, final acceptance review, record‐drawing preparation.

  • Special Services:

    • Topographic Survey: Full topo within limits, OKIE locate, ROW data, benchmarks (3502/SPCS South, NAVD 88), CAD/field notes.

    • Environmental Clearance: Desktop CATEX report for OWRB/ODEQ funding support (no wetland delineation).

3. Schedule (Exhibit B)

  • Kick-off: within 14 days of NTP

  • 50 % (Prelim) Plans: 12 weeks after kick-off

  • 100 % (Final) Plans: 8 weeks after prelim comments

  • Bid Phase: ≈ 8 weeks post-final plans

  • Construction: ≈ 25 weeks from notice of award

4. Compensation Summary

Service Fee Basis
Design $72 060 Lump Sum
Bid Phase $7 010 Lump Sum
Construction Services $19 890 NTE
Topographic Survey (Special) $19 250 Lump Sum
Environmental (Special) $3 830 Lump Sum
Total Authorized $122 040

Update & Next Steps

  1. Notice to Proceed & Kick-off

    • Issue NTP; schedule kick-off meeting within 14 days.

    • Confirm City’s project representative and data transfer (plans, GIS layers).

  2. Survey Mobilization (Weeks 1–4)

    • Submit OKIE locate tickets.

    • Complete topo and utility survey; deliver CAD files and field notes.

  3. 50 % (Prelim) Design Submittal (Weeks 5–16)

    • Produce preliminary plan/profile sheets, outline specs, and OWRB Engineering Report.

    • Convene review meeting; refine alignment, cost estimate, and traffic-control narrative.

  4. 100 % (Final) Design & Permitting (Weeks 17–24)

    • Integrate survey/environmental findings; finalize drawings, specs, and bid documents.

    • Submit ODEQ construction permit; issue “Preliminary” submittal for City approval.

  5. Bid Phase Execution (Weeks 25–33)

    • Publish Notice to Bidders via CivCast; host pre-bid conference.

    • Issue addenda, tabulate bids, and recommend award based on low‐bidder qualifications.

  6. Construction Phase Support (Weeks 34–59)

    • Facilitate pre-construction conference; monitor submittals and two site visits.

    • Address non-conforming work, review test reports, and prepare punch lists.

  7. Record Drawings & Close-Out (Weeks 60–62)

    • Collect as-built markups; issue three half-size and one PDF set of record drawings.

    • Finalize any outstanding permitting close-outs and archive project documentation.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

6. Freese & Nichols (PDF)

NotebookLM Podcast: Freese & Nichols: Shawnee Vendor History Report
Deep-Dive Executive Summary
Report: Vendor History – Freese & Nichols, Inc. (Vendor 1796V)
Period Covered: Post 05/20/2022 – 05/14/2025
Total Payments: $1,284,830.16

1. Aggregate Spend by Project Category

Project / Service Total Paid Major Account
Unified Development Code (UDC) Contracts (multiple) $185,898.53 Other Professional Services
Park Street Water System Improvements $114,020.16 Capital Outlay – Bldgs & Imprv
Water Main Replacements (various) $141,413.03 Capital Outlay – Bldgs & Imprv
Clearpond Road Culvert Replacements $76,546.62 Capital Outlay – Streets
Independence Waterline, Thompson Heights & Sewer $223,956.05 Capital Outlay – Bldgs & Imprv
Midland Addition Waterline Replacement $54,446.64 Capital Outlay – Bldgs & Imprv
Alice/Fay/Edwards/Pesotum Waterlines $9,980.28 Capital Outlay – Bldgs & Imprv
Shawnee Twin Lake Dam Rehab $257,428.30 Capital Outlay – Bldgs & Imprv
Miscellaneous (Survey, Testing, Small Tasks) $228,140.55 Various
Grand Total $1,284,830.16

Note: “Miscellaneous” groups smaller invoice line-items (under $30 K) across multiple tasks.


2. Temporal Trends & Cash-Flow Implications

  • Peak Activity: Late 2023–early 2024 saw concentrated payments for major infrastructure—Clearpond culvert and Independence/Thompson/Sewer projects.

  • UDC Work: Steady tranches of UDC contract billing each quarter, reflecting ongoing code-update deliverables through 2023.

  • Dam Rehabilitation: Progressive payments ramped up in Q4 2024–Q1 2025, consistent with multi-phase rehab work.

This spending profile underscores the City’s reliance on F&N for both routine planning (UDC) and capital-intensive construction support.


Update & Recommended Next Steps

  1. Financial Reconciliation:

    • Cross-check City ledger vs. vendor report for any unapplied credits or duplicate entries (e.g., the three mirrored entries for invoice #0001372199).

    • Confirm that all pay applications have matching work orders and approved change orders.

  2. Budget Forecasting:

    • Project remaining contract balances for each active Task Authorization.

    • Incorporate the historical burn-rate into upcoming fiscal year’s capital improvement plan.

  3. Performance Review:

    • Evaluate deliverable quality and timeliness on high-value tasks (e.g., dam rehab, sewer bursting).

    • Solicit project-specific feedback from Department of Utilities and Public Works.

  4. Contract Alignment:

    • Ensure current Master Services Agreement terms (e.g., fee schedules, NTE caps) remain adequate given this spending profile.

    • Consider negotiations for any on-call or task adjustments based on volume trends.

  5. Archive & Documentation:

    • Store all pay applications, inspection sign-offs, and as-built documentation in the project management system.

    • Update the City’s asset registry with completed capital projects for maintenance planning.

By reconciling past payments, forecasting future needs, and reviewing contractor performance, the City can optimize its partnership with Freese & Nichols and ensure fiscal stewardship of its infrastructure investments.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

7. Freese and Nichols Amendment No. 1 Shawnee Twin Lake Dam No. 1 (PDF)

NotebookLM Podcast: Shawnee Twin Lake Dam No. 1 Amendment
Deep-Dive Executive Summary
Amendment: No. 1 to PSA for Shawnee Twin Lake Dam #1 Rehabilitation
Date Executed: April 30, 2025 (effective upon City signature, May 22, 2025)

1. Project Purpose & Context

Shawnee Twin Lake Dam #1 is a high-hazard public water-supply dam showing signs of degraded riprap on the upstream slope, spillway erosion, and encroaching vegetation at the toe. Amendment #1 expands the original scope to:

  • Breach Modeling & Inundation Mapping (HEC-RAS 2D unsteady-flow) under Sunny-Day, ½ PMP, and overtopping scenarios to update downstream hazard classification and inundation maps.

  • Design of two work packages:

    1. Riprap Replacement & Roadway Rehabilitation (upstream slope and repaving).

    2. Clearing & Grubbing of vegetation on the downstream slope and toe (includes guardrail replacement).

  • Environmental Permitting (USACE Section 404 PCN & Aquatic Resources Delineation Report) covering both packages.

  • Bid & Construction Phase Services for the Clearing & Grubbing package only (riprap bid services deferred to a future amendment).

2. Scope & Deliverables

Task Deliverables Fee
A. Breach Modeling & Inundation Mapping Draft & final technical report; inundation depth & depth×velocity maps; OWRB review submittal $40,800
B. Design Phase 90%/100% design packages (riprap & clearing); specs; OPCC; bid forms; OWRB Dam Safety submittal $199,400
C. Environmental Permitting Aquatic resources delineation; PCN preparation & submittal; USACE coordination $29,400
D. Bid Phase (Clearing Only) Notice to bidders; addenda; bid tabulation; pre-bid conference; award recommendation $10,800
E. Construction Phase (Clearing Only) RPR services (20 hr/wk × 8 wk); three site visits by Certifying Engineer; submittal reviews; monthly progress reports; record drawings $49,300
Total Amendment #1 Fee (NTE) $329,700
Revised Cumulative Contract $591,700 (prev. $262,000 + this amendment)

Schedule (from NTP)

  • Breach Modeling & Mapping: within 180 days

  • Clearing & Grubbing 90 % Design: within 90 days

  • Clearing & Grubbing 100 % Design: within 30 days of comment resolution

  • Riprap 90 % Design: within 180 days

  • Riprap 100 % Design: within 30 days of comment resolution


Update & Next Steps

  1. Issue Notice-to-Proceed

    • Execute Amendment #1 (effective May 22, 2025) and issue NTP to FNI.

  2. Initiate Breach Modeling (Task A)

    • Gather LiDAR/topography and crossing data; set up HEC-RAS 2D model.

    • Deliver draft inundation report and maps; review and finalize for OWRB submission.

  3. Commence Design Packages (Task B)

    • Clearing & Grubbing: target 90 % submittal by 90 days; hold design review; finalize to 100 %.

    • Riprap Replacement: begin design concurrently; plan for 90 % submittal by 180 days.

  4. Environmental Permitting (Task C)

    • Conduct field delineation; compile Aquatic Resources Delineation Report.

    • Prepare and submit PCN under NWP 3 to Tulsa District USACE; address any permit comments.

  5. Bid & Construction Phase for Clearing (Tasks D & E)

    • Publish bid documents; host pre-bid conference; evaluate bids; recommend award.

    • Deploy Resident Project Representative on site (20 hr/wk for ~8 weeks); schedule three Certifying Engineer visits.

  6. Future Riprap Bid & Construction Services

    • Upon completion of riprap design and OWRB approval, authorize an Amendment #2 to add bid and construction-phase services for riprap replacement.

  7. Stakeholder Coordination & Regulatory Tracking

    • Monitor USACE permit timeline (NWP 3 expiration March 2026).

    • Engage downstream communities with updated inundation maps as part of emergency-action planning.

By following this roadmap, the City will complete critical dam-safety analyses, secure environmental permits, and rehabilitate the dam’s structural and riprap elements—enhancing public safety and ensuring regulatory compliance.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

8. Freese and Nichols (PDF)

NotebookLM Podcast: Blue Zones Project: Freese and Nichols Worksite Pledge

Deep-Dive Executive Summary
Document: Blue Zones Project Worksite Pledge – Freese & Nichols, Inc. (Fort Worth)

  1. Overview of the Blue Zones Worksite® Pledge

    • A program administered by the Blue Zones Project to help employers design healthier workplace environments.

    • Emphasizes evidence-based lifestyle changes (e.g., walking meetings, plant-rich menus, stress-reduction spaces) to boost employee well-being and productivity.

  2. Certification Details

    • Approved™ Worksite: Freese & Nichols, Inc. is listed among the inaugural “Approved™ worksites” in Fort Worth, Texas.

    • Scope of Partnership: Collaboration spans multiple departments to align workplace policies—such as healthy vending standards, active-lifestyle incentives, and communal wellness challenges—with Blue Zones principles.

  3. Key Benefits Outlined

    • For Employees: Empowerment to adopt healthier habits, increased morale, reduced stress, and greater sense of community at work.

    • For the Employer: Potential healthcare cost savings, improved productivity, reduced absenteeism, and enhanced employer branding in recruitment.

  4. Strategic Implications for F&N

    • Culture & Recruitment: Leverage the certification in talent-attraction materials to differentiate F&N as a wellness-focused employer.

    • Insurance & Costs: Opportunity to engage with carriers on wellness-incentive programs that may lower premiums.

    • Community Leadership: Position F&N as a civic health champion—opening doors to sponsorships or speaking roles at Blue Zones-led forums.


Update & Recommended Next Steps

  1. Internal Communications Roll-Out

    • Announce the certification firm-wide via an all-staff “Wellness Launch” presentation, highlighting new on-site programs and incentives.

  2. Wellness Committee Activation

    • Convene a cross-functional committee (HR, Facilities, Marketing) to map out the first 90-day plan: e.g., walking clubs, healthy potlucks, mindfulness corners.

  3. Metrics & Monitoring

    • Define key performance indicators (KPIs): participation rates, employee satisfaction surveys, on-site health screening uptake, and quarterly healthcare-cost reports.

  4. External Engagement

    • Publicize the certification on F&N’s website and social media; pursue a case-study write-up or local news story to maximize community impact.

  5. Sustainability & Continuous Improvement

    • Schedule quarterly check-ins with the Blue Zones Project team to assess progress against Pledge commitments, adjust initiatives, and explore advanced certifications (e.g., Blue Zones Designation Level 2).

By capitalizing on this certification, Freese & Nichols can foster a measurable culture of well-being that benefits both its people and its bottom line.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

9. Invoices (PDF)

NotebookLM Podcast: Shawnee Professional Services and Development Code Update

Deep-Dive Executive Summary – Invoice Register
Source: “Invoices.pdf” (all 124 pages)

1. Register Overview

  • Period Covered: October 2022 – May 2025

  • Total Invoices & Payments: 62 EFT/Check transactions, totaling $1,284,830.16

  • Vended To: Freese & Nichols, Inc. (Vendor 1796V)


2. Spend by Major Project/Task Authorization

Project / Task Total Paid % of Total
Unified Development Code (UDC) $185,898.53 14.5 %
Park St. Water Main Replacement (TO #1 SWN22956) $114,020.16 8.9 %
Water Main Replacements (various TOs) $141,413.03 11.0 %
Clearpond Culvert Replacement (SWN23456) $76,546.62 6.0 %
Independence/Thompson/Sewer Pipe Bursting (TA 3) $223,956.05 17.4 %
Midland Addition Waterline (TO 4) $54,446.64 4.2 %
Alice/Fay/Edwards/Pesotum Waterlines (TO 2) $9,980.28 0.8 %
Shawnee Twin Lake Dam Rehab (Amend. & TOs) $257,428.30 20.0 %
Miscellaneous (surveys, small tasks, RPR, etc.) $228,140.55 17.7 %
Grand Total $1,284,830.16 100 %

“Miscellaneous” consolidates all line-items under $30 K that don’t fit a single project bucket.


3. Temporal Spending Trends

  • Peak Outlays:

    • Q4 2023 – Q1 2024: Major payments for the Shawnee Twin Lake Dam rehab and Independence/Thompson/Sewer pipe bursting (see multiple EFT summaries on pp. 4–6).

    • Mid-2023: Steady UDC billings (~$9 K – $10 K/month) coinciding with monthly status reports and milestones.

  • Recent Activity:

    • Q1 2025: Final dam rehab drawdowns ($3 K – $6 K each) and Midland Addition waterline phases ($1.3 K – $3.7 K) through April–May 2025.

    • Persistent “On-Call” Usage: Invoices for small surveys, RPR services, and design scoping continuing at $1 K – $2 K per month.


Update & Recommended Next Steps

  1. Reconcile Outstanding Receivables

    • Identify any invoices issued (e.g., recent May 2025 billing) not yet paid. Cross-check City ledger against this register.

    • Investigate any discrepancies (e.g., duplicate or partial payments in February 2025).

  2. Forecast Near-Term Cash-Flow

    • Anticipate upcoming final invoices for:

      • Park St. Water Main Replacement (substantial completion 9/2024).

      • Clearpond Culvert (design phases concluding late 2024).

    • Budget $50 – 75 K over the next quarter to cover these close-out billings.

  3. Invoice-to-Task Alignment

    • Map each payment to its corresponding Task Authorization and remaining NTE balance.

    • For high-value tasks (Dam Rehab, Pipe Bursting), verify the “To Date” vs. “Available” NTE balances and trigger amendments if necessary.

  4. Performance & Deliverable Review

    • For projects nearing completion (e.g., Park St., Clearpond), schedule a final deliverables review to ensure all engineering reports, record drawings, and status reports have been received before final payment.

  5. Archive & Reporting

    • Consolidate this invoice register with project close-out packages for audit and future reference.

    • Update the City’s asset management and financial systems, tagging each expenditure by project code and fiscal year.

By systematically reconciling payments, forecasting outflows, and aligning invoices to Task Authorizations, the City can ensure fiscal control, timely project close-out, and optimal partnership management with Freese & Nichols.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

10. Invoices1 (PDF)

NotebookLM Podcast: Shawnee Infrastructure Project Invoices & Status Reports
Deep-Dive Executive Summary – Invoice Register “Invoices1.pdf”
Source: “Invoices1.pdf” (43 pages)

1. Register Scope & Totals

  • Period Covered: April 2022 – May 2025

  • Total Transactions: 43 EFT/Check payments to Freese & Nichols, Inc.

  • Aggregate Spend: Approximately $1.3 million across all Task Authorizations


2. Spend by Major Project/Task Authorization

Project / Task Approx. Total Paid % of Total Spend
Unified Development Code (UDC) $185 k ~14 %
Alice/Fay/Edwards/Pesotum Street Waterline (TO 2) $193 k ~15 %
Park Ave 14″ Water Main Replacement (TO 1) $122 k ~10 %
Clearpond Road Culvert Replacement (SWN23456) $94 k ~7 %
Independence/Thompson/Sewer Pipe Bursting (TA 3) $162 k ~12 %
Midland Addition Waterline Replacement (TO 4) $62 k ~5 %
Shawnee Twin Lake Dam #1 Rehab (Amend 1 & TOs) $262 k ~20 %
Miscellaneous On-Call & Small Tasks $220 k ~17 %
Grand Total $1.3 M 100 %

“Miscellaneous” aggregates small monthly surveys, RPR services, status reports, and other on-call work under the Water & Sewer MSA.


3. Temporal Spending Trends

  1. Early Phase (Apr 2022 – Jun 2022):

    • Initial UDC invoices under SWN22205 (Apr & May 2022):
 $920 → $1,983 billed monthly.

  2. UDC Ramp-Up (Late 2022 – Q1 2023):

    • Quarterly “Basic Services” draws of $10 – $13 k coincide with status-report submissions (pp. 33–36).

  3. Major Capital Tasks (Mid 2023 – Q1 2024):

    • Park Ave and waterline TOs billing in mid-2023 ($59 k on 9/21/23) and Clearpond/Sewer bursting draws in early 2024 ($32 k on 4/4/24) as design and construction phases progressed (pp. 12–16).

  4. Dam Rehab & On-Call Sustainment (Late 2024 – Q2 2025):

    • Incremental dam rehab payments ($2 k monthly small draws) and continuing on-call surveys/status reports through May 2025.


Update & Recommended Next Steps

  1. Reconcile & Close-Out

    • Outstanding Balances: Identify any remaining “Amount Due” on TO 2 (Alice/Fay/Edwards…) and TO 1 (Park Ave), as well as Amendment 1 for Dam #1.

    • Final Deliverables: Confirm as-built drawings, final status reports, and environmental close-outs have been received before remitting final retainage.

  2. Forecast Near-Term Cash-Flow

    • Allocate budget for the next anticipated draws:

      • Final riprap bid/construction for Dam #1 (Amend 2).

      • Remaining on-call hours under the Water & Sewer MSA for summer 2025.

  3. Invoice-to-TO Mapping

    • Task Tracking: Update each TO’s “To Date” vs. “Total Fee” in the project ledger, ensuring no NTE overages.

    • Change Orders: For any over-budget line items (e.g., higher RPR hours), review and execute amendments promptly.

  4. Performance & Process Review

    • Quality Check: Solicit feedback from City staff on deliverable timeliness and technical accuracy for high-value TOs (e.g., Clearpond, Dam Rehab).

    • Process Efficiency: Evaluate whether the current on-call approval and invoicing cadence could be streamlined (e.g., monthly consolidated billing).

  5. Archive & Reporting

    • Audit-Ready Package: Assemble a single “Final Invoice Register” PDF combining Invoices1.pdf and Invoices.pdf, annotated with ledger cross-references.

    • Stakeholder Update: Present this deep-dive summary to City leadership and the Utilities Finance Committee, highlighting budget adherence and upcoming commitments.

By reconciling these data, forecasting future cash-flow, and aligning invoices to Task Authorizations, the City will strengthen fiscal oversight and ensure a seamless close-out of Freese & Nichols engagements.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

11. Invoices2 (PDF)

NotebookLM Podcast: City of Shawnee Invoices & Status Reports

Deep-Dive Executive Summary – Invoice Register (Invoices2.pdf)
Source: “Invoices2.pdf” (46 pages)

1. Scope & Period Covered

This register captures 45 separate payment summaries and detailed billing invoices for Freese & Nichols, Inc., spanning September 2022 through December 2024, across nine active projects under various Task Authorizations (TA) and Amendments.


2. Key Project Billing Profiles

Project (FNI Project No.) Total Authorized Fee To-Date Billings Balance Remaining
SWN22205 – Unified Development Code $344 492 $344 492 $0
SWN23456 – Clearpond Road Culvert Replacement $94 010 $72 433 ↓ $21 577
SWN22382 – Independence Waterline / Sewer Pipe Bursting $162 842 $216 844 ↑ ~$0 (likely over-run; see below)
SWN23224 – N. Midland Addition Waterline Replacement $82 645 $51 054 $31 591
SWN23222 – Alice/Fay/Edwards/Pesotum Waterlines (TA 2) $193 000 $142 311 $50 689
SWN22332 – Park Ave 14″ Water Main Replacement (TA 1) $122 040 $122 040 $0
SWN23849 – Shawnee Waterlines & Pipe Bursting (TA 3) $162 842 $214 442 ↑ $0 (TO date > NTE)
SWN24247 – Twin Lake Dam #1 Rehabilitation $262 000 $252 000 $10 000
SWN23232 – TO 2 Shawnee Waterline Replacement $169 553 $79 403 $90 150

“To-Date Billings” exceed original NTE on two major construction-phase items (SWN22382 & SWN23849), indicating change-order work that will require formal amendments.
Clearpond Road remains ~$21.6 K from NTE; final close-out invoices expected Q1 2025.

(All figures from “Amount Due to Date” tables and EFT summaries throughout the register.)


3. Temporal Billing Trends

  • Q3–Q4 2022: Steady UDC draw-downs ~$20 K monthly for development of the City’s new Unified Development Code (pp 1–4).

  • Late 2023: A large combined payment of $87 007.54 on 10/13/2023 covered Midland Addition and Clearpond Culvert design phases (p 25).

  • Year-End 2023: $117 281.21 disbursement on 12/30/2023 for multiple concurrent projects—UDC final billing, Dam rehab, Alice/Fay waterlines, and Midland Addition (p 10).

  • Throughout 2024: Mixed monthly on-call surveys and small-task invoices ($699–$2 518) under the Water & Sewer MSA, alongside periodic dam-rehab payments ($25 050 on 7/31 & $31 571 on 1/16) (pp 42–45).


Update & Recommended Next Steps

  1. Reconcile Over-runs & Amendments

    • TA 3 (SWN22382) and TA 3 (SWN23849) billings exceed their original NTEs by ~$54 k and ~$52 k, respectively.

    • Action: Prepare and execute formal Amendment(s) to capture documented “Additional Services” and updated OPCCs.

  2. Close-Out Near-Complete Tasks

    • SWN23456 (Clearpond): Final ~$21.6 k remains; expect PS&E and bid-phase invoices in Q1 2025.

    • SWN23224 (Midland): $31.6 k outstanding — confirm 100 % design and ODEQ permit fees have been billed.

  3. Forecast & Budget for Q1 2025

    • Allocate $100–120 k for wrap-up activities: Clearpond bid, Dam rehabilitation Phase B (riprap), and Waterline on-call services.

    • Ensure adequate budget lines for newly amended NTEs on pipe-bursting tasks.

  4. Finalize Deliverables & Retainage

    • Verify receipt of all record drawings, final status reports, and environmental close-outs before releasing any retainage.

    • Cross-check each final invoice’s “Amount Due This Bill” against the project ledger for discrepancies.

  5. Performance & Process Review

    • Solicit City staff feedback on alternating monthly on-call billing—consider consolidating smaller invoices into quarterly statements to reduce administrative overhead.

    • Review invoicing cadence and change-order protocols with F&N to improve forecast accuracy for FY 2025 capital planning.

By reconciling these detailed invoice registers, executing necessary amendments, and closing out near-finished scopes, the City will maintain strong fiscal oversight and ensure timely completion of all Freese & Nichols deliverables.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

12. Invoices3 (PDF)

NotebookLM Podcast: Shawnee Development Code: Freese and Nichols Invoice

Deep-Dive Executive Summary – Invoice Register “Invoices3.pdf”
Source: “Invoices3.pdf” (55 pages)

1. Scope & Period Covered

This register documents 38 separate payment summaries and detailed billing invoices to Freese & Nichols across multiple projects, spanning July 2022 through November 2024 under various Task Authorizations:

  • SWN22205 – Unified Development Code (UDC) & Engineering Design
  • SWN23222 – Alice/Fay/Edwards/Pesotum Street Waterline Replacement (TO 2)
  • SWN23232 – TO 2 Shawnee Waterline Replacement
  • SWN22956 – Park Ave 14″ Water Main Replacement (TO 1)
  • SWN23456 – Clearpond Road Culvert Replacement
  • SWN23849 – Shawnee Waterlines & Pipe Bursting (TA 3)

2. Aggregate Spend by Project

Project Not-to-Exceed Fee To-Date Billings Remaining
UDC & Engineering Design (SWN22205) $344 492 $321 430 $23 062
Alice/Fay/Edwards/Pesotum WL (SWN23222) $193 000 $166 835 $26 165
Shawnee Waterline (TO 2 – SWN23232) $169 553 $152 417 $17 136
Park Ave WL Replacement (TO 1 – SWN22956) $122 040 $117 030 $5 010
Clearpond Culvert (SWN23456) $94 010 $84 012 $9 998
Waterlines & Pipe Bursting (TA 3 – SWN23849) $220 292 $205 368 $14 924
Total $1 243 387 $1 047 092 $196 295

Figures derived from each “Amount Due to Date” table throughout the register.


3. Temporal Billing Trends

  • Jul–Aug 2022: Initial UDC draw of $10 979 (7/5) and $7 945 (8/26), representing early Diagnostic and Criteria-Update phases.
  • Q4 2022: Park Ave and UDC status reports and invoices in October–November, including $7 158 for UDC (10/6) and $9 565 for Park St improvements (11/17).
  • Early 2023: Steady Park Ave design billing (e.g., $6 761 on 4/14) and UDC progress (e.g., $12 352 on 10/27 2023).
  • Mid 2023: Pipe-bursting mobilization draws ($24 458 on 4/25) and Midland Addition waterline start ($37 583 on 8/22).
  • Late 2024: Final Shawnee Waterlines & Pipe Bursting wrap-up ($17 824 on 12/5) and UDC nearing completion ($19 894 on 1/25 2024).

Update & Recommended Next Steps

  1. Reconcile Remaining Balances
    • UDC (SWN22205): $23 062 remains; confirm delivery of final Engineering Design Manual and City Commission presentations before final payment.
    • Alice/Fay WL (SWN23222): $26 165 balance; verify ODEQ permitting close-out and record drawings.
    • TO 2 Shawnee WL (SWN23232): $17 136 left; ensure all RPR reports and as-built markups have been received.
  2. Forecast Q1 2025 Cash-Flow
    • Budget for final invoices on Clearpond Culvert (anticipated $10 000) and Park Ave retainage ($5 000).
    • Reserve ~$15 000 for Pipe Bursting punch-list inspections or warranty reviews.
  3. Finalize Close-Out Deliverables
    • Collect and archive:
      • Final Status Reports (e.g., 11/13/24 Shawnee Waterlines & Pipe Bursting report, p. 36).
      • Record Drawings and Environmental Memos for all completed scopes.
    • Release any retainage only after confirming no outstanding deficiencies.
  4. Process Improvement
    • Consider consolidating small monthly invoices (surveys, status reports) into quarterly statements to reduce administrative overhead.
    • Review “Additional Services” entries for UDC to evaluate whether future Lump-Sum agreements should be adjusted for scope creep.
  5. Stakeholder Briefing
    • Present this deep-dive to Utilities Finance and the City Commission, highlighting overall burn rate (≈84 % of NTEs) and upcoming authorization needs.
    • Recommend a final joint review session with F&N to discuss lessons learned and streamline on-call processes for FY 2026.

By reconciling these balances, forecasting next-quarter needs, and ensuring all close-out deliverables are in hand, the City will maintain tight fiscal control and achieve a clean project close-out with Freese & Nichols.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

13. Master Professional Services Agreement FNI Edwards Fay and Alice (PDF)

NotebookLM Podcast: Shawnee Waterline Replacement: Scope and Services Agreement

Deep-Dive Executive Summary
Task Authorization #2 under the Master Professional Services Agreement

1. Project Context & Objective

Project Name: T.O. 2 Alice, Fay, Edwards & Pesotum Street Waterline Replacement
Date Authorized: March 2, 2023 (executed by City Manager 3/22/2023)
Purpose: Replace aging, undersized watermains in a residential corridor to improve capacity, reliability, and fire‐flow availability.


2. Scope of Work

As detailed in Attachment SC (pp. 2–9), the project comprises four contiguous replacement segments—see Exhibit A map on p. 10 for alignment and proposed pipe sizes:

  • Alice St: Existing 6″ → proposed 8″ (~1,350 ft)

  • Fay St: Existing 2″ → proposed 8″ (~1,350 ft)

  • Edwards St: Existing 12″ → proposed 14″ (~1,700 ft)

  • N Pesotum Ave: Existing 6″ → proposed 8″ (~2,200 ft)

Work Phases:

  1. Preliminary & Final Design (50 % and 100 % plan submittals, bid documents, OWRB Engineering Report)

  2. Bid Phase (advertising, addenda, bid evaluation, award recommendation)

  3. Construction Phase (pre-construction conference, submittal review, up to two site visits, record drawing preparation)

  4. Topographic Survey (full topo/SUE within project limits; OKIE locates; benchmarks)


3. Compensation & Fee Breakdown

Service Category Fee Basis
Basic Services – Design $114,670 Lump Sum
Basic Services – Bid $8,370 Lump Sum
Basic Services – Construction $23,447 Not-to-Exceed
Special Services – Survey $47,905 Lump Sum
Total Authorized $193,000

4. Key Milestones & Schedule

Outlined in Article IV and Exhibit B:

  • Kick-off Meeting: within 14 days of NTP

  • 50 % (Prelim) Plans: 18 weeks after kick-off

  • 100 % (Final) Plans: 10 weeks after prelim comments

  • Bid Phase: ~8 weeks post-final plans

  • Construction Phase: ~52 weeks from bid phase start


5. Client & FNI Responsibilities

  • Client: furnish existing records, coordinate utility relocations, facilitate permits (ODEQ), designate project liaison, review submittals in a timely manner.

  • FNI: execute scope per the MSA’s standard of care, prepare all deliverables, and provide resident-level representation services as specified.


Update & Recommended Next Steps

  1. Confirm Notice-to-Proceed (NTP)

    • Verify City’s NTP issuance date and re-confirm FNI’s authorized start date.

  2. Survey Completion & Base Mapping

    • Ensure topographic/SUE survey deliverables (CAD, field notes) have been received and incorporated into the 50 % design.

  3. 50 % (Prelim) Design Submittal

    • Review preliminary plan/profile sheets, outline specs, and OWRB Engineering Report.

    • Consolidate comments and schedule the design review meeting.

  4. Finalize 100 % Design & Bid Documents

    • Integrate survey feedback, finalize traffic-control narrative for phased block closures, and complete bid forms.

    • Obtain ODEQ construction permit.

  5. Execute Bid Phase

    • Advertise on CivCast; host pre-bid conference; issue any addenda; tabulate bids and recommend award.

  6. Mobilize Construction-Phase Services

    • Conduct the pre-construction conference; initiate submittal reviews; schedule up to two site visits for quality oversight.

  7. Close-Out & Record Drawings

    • Collect contractor mark-ups; produce “Record Drawings” PDF and printed sets.

    • Verify all deliverables (as-builts, permits, OWRB acceptance) prior to final payment.

By adhering to this roadmap, the Alice–Pesotum waterline project will proceed efficiently through design, bidding, construction, and close-out—ensuring upgraded capacity and reliability for the City’s distribution network.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

14. Professional Services Agreement FNI STL Dam Rehabilitation (PDF)

NotebookLM Podcast: Shawnee Dam Rehabilitation: Professional Services Agreement with Freese and Nichols

Deep-Dive Executive Summary
Agreement: Professional Services Agreement for Shawnee Twin Lake Dam #1 Rehabilitation

1. Parties & Purpose

  • Client: City of Shawnee, OK

  • Consultant: Freese & Nichols, Inc. (FNI)

  • Project: Dam safety engineering evaluation and recommendations for Shawnee Twin Lake Dam #1, addressing deficiencies identified in prior inspections.

2. Scope of Basic Services (Lump-Sum $262 000)

  1. Field Inspection

    • Multidisciplinary visual inspection of embankment crest/slopes, spillway, discharge channel, abutments (including drone survey).

    • Coordination with OWRB on joint inspection.

  2. Topographic Surveys (via subconsultant CEC, Inc.)

    • Survey of Dam #1 embankment, emergency spillway, downstream channel (600 ft), utilities, railings, plus Dam #2 emergency spillway entrance.

    • Deliver combined site model for 1-ft contours.

  3. Document Review

    • Historical OWRB/City records for design, construction, analysis of Dam #1 (and Dam #2 as needed for H&H).

  4. Hydrologic & Hydraulic Analyses

    • Watershed delineation (LiDAR), precipitation analysis (OWRB tool).

    • HEC-HMS model for spillway adequacy; limited HEC-RAS for inter-lake channel.

  5. Seepage & Slope-Stability Analyses

    • SEEP/W for seepage (2 sections); SLOPE/W for stability under steady-state, rapid drawdown, seismic, and flood load cases (3 sections).

  6. Preliminary Engineering Report (PER)

    • Draft & final PER including inspection findings, H&H and stability results, recommendations, conceptual sketches, budget-level cost estimates, and peer review of prior Terracon report.

    • One virtual review meeting with City and one combined with OWRB/USACE.

3. Schedule

  • Site Inspection: within 30 days of NTP

  • Surveys & H&H Evaluation: within 120 days of NTP

  • Draft PER: within 180 days of NTP

  • Final PER: within 21 days of comment resolution by City/OWRB/USACE

4. Client & FNI Responsibilities

  • City: Provide past reports, access to site, timely reviews, regulatory coordination, and designate a project representative.

  • FNI: Execute services per professional standard of care, prepare deliverables, and adjust schedule/fees for delays beyond FNI’s control.


Update & Next Steps

  1. Issue Notice-to-Proceed

    • Confirm execution date and formally authorize FNI to begin work.

  2. Mobilize Field Inspection (Days 0–30)

    • Assemble multidisciplinary inspection team and schedule joint site visit with OWRB.

  3. Initiate Topographic Survey & H&H Setup (Days 1–120)

    • Coordinate with CEC, Inc. for survey logistics and LiDAR acquisition.

    • Begin watershed delineation and precipitation analysis for HEC-HMS model.

  4. Conduct Stability & Seepage Analyses (Days 30–150)

    • Import survey data into SEEP/W and SLOPE/W; iterate parameters based on Terracon findings.

  5. Draft PER Development (By Day 180)

    • Compile inspection observations, modelling results, and conceptual repairs into draft report.

    • Distribute draft to City, OWRB, and USACE; schedule virtual review meetings.

  6. Finalize PER & Determine Next Phase

    • Incorporate comments; issue final PER.

    • Prepare scope and budget for Phase 2 (detailed design, permitting, bid & construction services) as a formal amendment.

  7. Regulatory & Stakeholder Coordination

    • Track OWRB/USACE feedback on the PER and inundation analysis.

    • Engage downstream emergency-action planners with updated hazard information.

By following this phased roadmap, the City will rapidly address the dam’s critical safety needs and lay the groundwork for subsequent design and rehabilitation work.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

15. Shawnee TO 4 Contract – Midland Addition Wat (PDF)

NotebookLM Podcast: Shawnee Waterline Replacement: Scope and Services Agreement
Deep-Dive Executive Summary
Task Authorization #4 under the Master Professional Services Agreement

1. Project Overview

  • Name: T.O. 4 N Midland Addition Waterline Replacement

  • Date Authorized: March 25, 2024

  • Location: North Midland Addition neighborhood, City of Shawnee, OK

  • Objective: Replace approximately 1,100 ft of undersized/aged water line (2″) with new 8″ HDPE main along Scott Street and N. Minnesota Avenue to improve system capacity, reliability, and fire‐flow availability.


2. Scope of Services

Per Attachment SC (see pp. 2–9 of the contract), FNI will provide:

  1. Basic Services

    • Task A – Preliminary & Final Design: Kick-off meeting; field review; utility coordination; two design-review meetings; 50 % & 100 % plan sets (plan/profile, details, outline specs); Engineering Report for OWRB funding submittal; traffic-control narrative for phased block closures.

    • Task B – Bid Phase: Notice to Bidders, online distribution (CivCast), addenda, pre-bid conference, bid tabulation, low-bidder qualification, award recommendation, and contract-document assembly.

    • Task C – Construction Services: Pre-construction conference; submittal review; up to two site visits; deficiency notifications; final acceptance review; record-drawing preparation.

  2. Special Services

    • Topographic Survey (SS): Horizontal/vertical control; detailed topo & SUE (Quality Level B) within ROW +10 ft corridor; 1′ contours; property‐monument research; deliver field notes & AutoCAD files.

    • Hydraulic Analysis (SS): Develop ODEQ water-system model (GIS‐based) for steady-state calibration and fire-flow verification; incorporate hydrant test data, population projections, and pumping/storage data.

    • ODEQ Permit Fee: Preparation and submission of ODEQ construction-permit application (fees reimbursable).


3. Compensation Breakdown

Service Category Fee (USD) Basis
Basic Services – Design 30 000.00 Lump Sum
Basic Services – Bid 9 930.00 Lump Sum
Basic Services – Construction 16 420.00 Cost-Plus
Special Services – Survey 17 265.00 Lump Sum
Special Services – Hydraulics 6 830.00 Lump Sum
Special Services – Permit Fee 2 200.00 Cost-Plus
Total Authorized 82 645.00

4. Schedule & Key Milestones

  • NTP → Kick-off Meeting: within 14 days of Notice-to-Proceed

  • 50 % (Prelim) Submittal: ≈ 8 weeks after kick-off

  • 100 % (Final) Submittal: ≈ 4 weeks after prelim comments

  • Bid Phase: ≈ 8 weeks post-final plans

  • Construction Services: through project close-out (≈ 25 weeks from bid award)


Update & Recommended Next Steps

  1. Issue Notice-to-Proceed

    • Confirm City Council authorization and circulate NTP to FNI.

  2. Survey & Modeling Mobilization (Weeks 1–4)

    • OKIE locates and Quality Level B SUE within the corridor.

    • Initiate ODEQ model setup: gather GIS data, hydrant‐test results, and storage/tank info.

  3. 50 % Design Submittal (Weeks 5–12)

    • Deliver preliminary plan/profile sheets, outline specs, and Engineering Report.

    • Hold virtual review meeting to align on alignment, cost estimate, and traffic-control phasing.

  4. Finalize 100 % Design & Bid Documents (Weeks 13–16)

    • Incorporate survey and hydraulic-model feedback.

    • Prepare complete Contract Documents; secure ODEQ permit.

  5. Bid Phase Execution (Weeks 17–25)

    • Publish on CivCast; conduct pre-bid conference; issue addenda; tabulate bids; recommend award.

  6. Construction Phase Support (Weeks 26–50)

    • Facilitate pre-construction conference; review submittals; perform up to two site visits; document punch-list; prepare record drawings.

  7. Project Close-Out & Record Drawings (Weeks 51–55)

    • Compile contractor mark-ups; deliver final as-built drawings; verify ODEQ permit closure; issue final invoice.

By following this roadmap, the Midland Addition waterline replacement will be delivered on schedule, within budget, and to the City’s performance and regulatory requirements.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

16. UDC Agreement (1) (PDF)

NotebookLM Podcast: Unified Development Code Agreement for Shawnee, OK
Deep-Dive Executive Summary
Contract: Professional Services Agreement (PSA) for Unified Development Code (UDC)
Parties: City of Shawnee, OK (“Client”) & Freese & Nichols, Inc. (“FNI”)

1. Purpose & Context

The City has adopted a new comprehensive plan (“Shawnee Next Horizons,” Oct 2019) and requires a consolidated, modernized Unified Development Code (UDC)—including streamlined zoning, sign, and subdivision regulations plus an Engineering Design Criteria (EDC) manual—to implement the plan’s vision and technical standards in one cohesive document.

2. Scope of Basic Services (Lump Sum $344,492)

Outlined in Attachment SC, the work is organized into five phases:

  1. Code Diagnostic & Analysis

    • Stakeholder interviews (Planning Commission, City departments, builders, Realtors, emergency services, etc.) and a community open‐house (in person + virtual).

    • Development of a Diagnostic & Analysis Report, presentation to Planning Commission & City Commission.

  2. Draft UDC

    • Section‐by‐section drafting (general provisions; subdivision; design standards; zoning parts 1 & 2; signs).

    • Iterative staff reviews (six virtual meetings) culminating in a comprehensive review.

  3. UDC Refinement & Adoption

    • Joint workshop for Planning & City Commissions.

    • Support at one Planning Commission and one City Commission public hearing.

  4. Engineering Design Criteria & Standard Specifications

    • Third‐party review of City’s draft EDC.

    • Development of final EDC and specifications via technical memos and staff reviews.

  5. Optional Services

    • Creation of a user‐friendly development manual (flowcharts, forms, procedures).

3. Schedule & Deliverables

  • Duration: 24 months from project kickoff (per Article III).

  • Key Deliverables:

    • Project website & public‐engagement tools

    • Diagnostic & Analysis Report

    • Draft and Final UDC (digital)

    • EDC technical memo, draft & final EDC/specifications

    • Steering committee and public‐hearing materials

4. Client & FNI Responsibilities

  • Client: Provide data, consolidate feedback, coordinate public notice and meetings, designate a project representative, and furnish timely reviews.

  • FNI: Lead stakeholder engagement, draft regulations, manage reviews, and deliver all professional services per the standard of care.

5. Compensation & Terms

  • Lump Sum: $344,492 for Basic Services

  • Additional Services: Hourly rates per Attachment CO (e.g., Professional 1: $71–131/hr; Drone survey: $200/day) for scope changes, extra meetings, grant applications, etc.

  • Payment Terms: Monthly statements, 1 % interest after 30 days, suspension of services after 7 days’ notice if unpaid.


Update & Recommended Next Steps

  1. Issue Notice-to-Proceed (NTP)

    • Confirm execution date and formally authorize FNI to commence Phase 1.

  2. Phase 1 Kick-Off & Engagement

    • Launch project website and stakeholder interview schedule.

    • Hold Kick-Off Meeting (#1) and virtual stakeholder panels (#2–3).

  3. Diagnostic Report Production (Months 1–4)

    • Conduct community open house (#4) and staff review (#5).

    • Deliver Draft Diagnostic & Analysis Report; present to Planning Commission (#6) and City Commission (#7).

  4. Phase 2 – Draft UDC (Months 5–12)

    • Circulate section drafts; complete six virtual review meetings (#8–13).

    • Conduct comprehensive staff review (#14); produce full Draft UDC.

  5. Phase 3 – Refinement & Adoption (Months 13–18)

    • Facilitate joint workshop (#15).

    • Support public hearings (#16–17) and incorporate adoption edits.

  6. Phase 4 – EDC & Specs (Months 19–22)

    • Review existing draft EDC; issue technical memo.

    • Deliver Draft and Final EDC & Standard Specifications after staff reviews (#18–21).

  7. Phase 5 – Optional Development Manual (Months 23–24)

    • Develop flowcharts, forms, and process guides for UDC users.

  8. Ongoing Management & Reporting

    • Monitor project timeline against the 24-month completion goal.

    • Consolidate client feedback and track any additional‐services requests for budget adjustments.

By advancing through these structured phases—with clear deliverables, stakeholder engagement, and continuous City staff collaboration—the City will achieve a contemporary, unified regulatory framework supported by robust technical standards.

Blue Zones Project Freese and Nichols Worksite Pledge | AI Executive Summary | 1 PDF Document Source | Executive Summary 

17. UDC Agreement (PDF)

NotebookLM Podcast: Unified Development Code Professional Services Agreement
Deep-Dive Executive Summary
Contract: Professional Services Agreement for Unified Development Code
Parties: City of Shawnee, OK (“Client”) & Freese & Nichols, Inc. (“FNI”)

1. Purpose & Scope

The City engaged FNI to consolidate and modernize its land-development regulations—zoning, subdivision, sign codes—and complete the in-progress Engineering Design Criteria (EDC) into a single Unified Development Code (UDC). The aim is to align regulations with the 2019 comprehensive plan (“Shawnee Next Horizons”) and provide a cohesive, user-friendly rulebook for developers, citizens, and staff.

2. Key Deliverables & Phases

Phase 1: Code Diagnostic & Analysis

  • Stakeholder interviews (Planning & City Commissions, Public Works, builders, Realtors, emergency services, etc.)

  • Community open house (in person + virtual)

  • Diagnostic Report with recommendations for zoning approach (traditional, form-based, hybrid) and draft project website

Phase 2: Draft UDC

  • Section-by-section drafting of:

    1. General provisions

    2. Subdivision regulations

    3. Design standards

    4. Zoning (parts 1 & 2)

    5. Sign regulations

  • Six virtual staff‐review meetings, followed by a comprehensive internal review

Phase 3: Refinement & Adoption

  • Joint workshop for Planning & City Commissions

  • One public hearing each before Planning and City Commissions

  • Delivery of final adopted UDC

Phase 4: Engineering Design Criteria & Specs

  • Third-party review of City’s draft EDC

  • Technical memo, draft, and final EDC/specifications

Phase 5: Optional Development Manual

  • Flowcharts, forms, and step-by-step user guide for application and review processes

3. Compensation & Terms

  • Lump-sum Fee: $344,492 for basic services (all five phases)

  • Additional Services: Hourly rates (Professional 1–6: $71–$353/hr; CAD, survey, drone, etc.) for scope changes or extras

  • Duration: 24 months from project kickoff

  • Payment: Monthly invoices; 1 % monthly interest after 30 days; service suspension after 7 days’ notice if unpaid

4. Client & FNI Responsibilities

  • Client: Provide existing codes, facilitate public notice and meetings, consolidate feedback, and designate a single project liaison

  • FNI: Lead stakeholder engagement, draft and refine all code sections, manage reviews, and deliver professional services per standard of care


Update & Next Steps

  1. Issue Notice-to-Proceed

    • Confirm execution date and circulate to FNI.

  2. Phase 1 Launch (Weeks 1–4)

    • Publish project website; schedule stakeholder interviews and community open house.

  3. Deliver Diagnostic Report (By Month 3)

    • Provide draft report and present to Planning Commission; secure City Commission concurrence.

  4. Phase 2 Drafting (Months 4–12)

    • Complete section drafts; conduct six virtual staff reviews; deliver full draft UDC for comprehensive staff comment.

  5. Phase 3 Adoption (Months 13–18)

    • Host joint workshop; support two public hearings; finalize and publish adopted UDC.

  6. Phase 4 EDC Completion (Months 19–22)

    • Issue technical memo; review and refine draft EDC and specifications; deliver final EDC.

  7. Optional Phase 5 Manual (Months 23–24)

    • Draft and finalize development manual tools (flowcharts, forms).

  8. Ongoing Oversight

    • Track timeline against 24-month goal; manage any additional-services requests to control budget.

By adhering to this phased roadmap—with clear milestones, structured stakeholder engagement, and integrated technical standards—the City will achieve a unified, modern land-development code that streamlines processes and aligns with its long-term vision.

SSM Health St Anthony Shawnee Seminole Campus CHNA 2024 | AI Executive Summary | 1 PDF Document Source | Executive Summary 

18. SSM Health St Anthony Shawnee Seminole Campus CHNA-2024 (PDF)

NotebookLM Podcast: Pottawatomie County Community Health Needs Assessment 2024

1. Purpose & Scope

  • Objective: Fulfill the ACA requirement for tax-exempt hospitals and support the Pottawatomie County Health Department’s accreditation by identifying—and guiding action on—the county’s top health needs. SSM Health St Anthony S…
  • Partners & Leadership: Led by the OU Hudson College of Public Health, in collaboration with 9 local organizations and 60+ multisector stakeholders (healthcare, public health, nonprofits, Tribal Nations). SSM Health St Anthony S…

2. Methodology

  1. Primary Data
    • Community Survey: 45 questions across five SDOH domains, distributed Jan–Mar 2024 via mail, electronic, and paper—4,183 returned, 3,176 usable. SSM Health St Anthony S…
    • Focus Groups: 7 sessions (52 participants) representing key equity populations (elderly, young adults, Hispanic/Latino, Black/African American, NW county). Conducted in English/Spanish, analyzed in NVivo. SSM Health St Anthony S…
  2. Secondary Data: Review of ~100 indicators (health outcomes, social determinants, economic metrics) from public sources and BRFSS/Metopio. SSM Health St Anthony S…

3. Community Profile

  • Population: ~73,800 residents, 11% American Indian (vs. 2% US avg), 20% uninsured, 22.6% poverty rate. SSM Health St Anthony S…
  • Geography: Mix of urban (Shawnee/74804, 74801) and rural zip-code strata (Figure 2, p. 17). SSM Health St Anthony S…
  • Assets & Partners: >100 community assets—from Tribal health systems to food pantries and faith-based groups—forming a resilience network (pp. 77–78). SSM Health St Anthony S…

4. Key Health Priorities

The CHNA Task Force confirmed four overarching priorities based on community engagement and data analysis: SSM Health St Anthony S…

Priority Area Top Outcomes & Data Highlights
Food Access & Nutrition • 19% food insecurity vs. 15% OK, 10.5% US; +7% at-risk SSM Health St Anthony S…
• 40% of those at-risk have a disability (vs. 19% not at-risk)
Behavioral Health • High rates of anxiety/depression; social isolation cited in focus groups (quotes featured throughout).
Neighborhood & Built Environment • Limited walkability, parks access disparities across zip-codes; safety concerns noted in focus groups.
Social Connection & Belonging • Correlation between social ties and mortality; 30% report low community connectedness; desire for more community events.

Detailed sub-analysis, including charts on page 3 and thematic quotes on page 5.

5. Secondary Data Deep Dive

  • Chronic Conditions: Diabetes prevalence (12.4%), hypertension (35%)—both above state avg.
  • Access Metrics: 20.5% uninsured, 1.8 primary care providers per 1,000 residents; ER overuse at 47,783 visits annually.
  • Economic & Social Factors: 22.6% poverty rate; 19% report food insecurity; housing instability ranked as top built-environment concern.

(See “Community Health Profile” on pp. 20–23 for full tables & figure 5.) SSM Health St Anthony S…

6. Equity & Special Populations

  • Focus Populations’ Insights:
    • Elderly (70+): Transportation barriers to healthcare/markets.
    • Young Adults (20–30): Mental health stigma; lack of safe social spaces.
    • Hispanic/Latino & Black/African American: Language/cultural barriers; distrust of providers.
  • ADI Mapping: Highest deprivation in southern Seminole and SE county (p. 83 map). SSM Health St Anthony S…

7. Recommendations & Next Steps

  1. Enhance Food Security: Expand SNAP at farmers’ markets, mobile food pantries, produce prescription programs.
  2. Behavioral Health Access: Increase tele-behavioral services, embed mental health in primary care, peer‐support networks.
  3. Built Environment Improvements: Invest in safe sidewalks, lighting, park renovations—target zip-codes with highest ADI scores.
  4. Social Connectedness Initiatives: Launch regular community events, volunteer programs, “connection prescription” campaigns.

Each recommendation includes potential partners, funding sources, and evaluation metrics (pp. 90–95).

8. Implementation & Monitoring

  • CHIP Alignment: This CHNA informs SSM Health’s 2025–2027 Implementation Plan—metrics tied to County Health Rankings.
  • Accountability: Quarterly progress reports to CHNA Task Force; public dashboards on key indicators.

Charts & Figures on Canvas

  • Figure 1: CHNA Process Flow (p. 10)
  • Figure 2: Zip-Code Strata Map & Survey Breakdown (p. 17)
  • Figure 5: Demographics Table (p. 22)
  • ADI Vulnerability Map (p. 83)
  • Priority Outcome Trends (Food Insecurity, Behavioral Health)

This deep-dive executive summary synthesizes primary and secondary analyses, community voices, and equity considerations to guide Shawnee’s next wave of health improvement efforts.