HomeMy WebLinkAboutAgenda - 05-18-1999 - 8eORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: May 18, 1999
SUBJECT: Section 202 Elderly Housing Application
DEPARTMENT: Housing/Community Development
ATTACHMENT(S):
Progress Report
Action Agenda
Item No. 8— &—
PUBLIC HEARING: (Y/1S)
INFORMATION CONTACT:
Tara L. Fikes
TELEPHONE NUMBERS: - - ext. 2490
Hillsborough
732 -8181
Chapel Hill
968 -4501
Durham
688 -7331
Mebane
227 -2031
PURPOSE:
To consider a request from First Baptist Church of Chapel Hill to revise the feasibility study budget
for the preparation of a HUD Section 202 Elderly Housing Application.
BACKGROUND:
In January 1999, the Board appropriated $10,000 to the First Baptist Church of Chapel Hill to assist
with the completion of a feasibility study in order to prepare a Section 202 Elderly Housing
Application for submission to HUD in the Summer of 1999. This decision was made based on the
following recommendations from the Manager:
1. Funds should be appropriated from the Commissioners Contingency Fund, contingent upon
approval of funds from the Town of Chapel Hill;
2. County staff should provide the project sponsor, First Baptist Church, a copy of the Impact
Fee Reimbursement Policy and provide technical assistance with the preparation of an
impact fee reimbursement request in accordance with the referenced policy and the County's
annual budget preparation process; and
3. Funds granted by the Orange County Board of Commissioners should only be used for the
feasibility study related to the above referenced HUD Section 202 Elderly Housing
Application.
The church proposes to build a 40 unit apartment complex for the elderly at a site on Merritt Mill
Road in Chapel Hill. The following budget, that includes the County $10,000 contribution and a
contribution from the Town of Chapel Hill of $25,000, was presented for the predevelopment
feasibility study.
Feasibility Study Budget (January 1999)
1. Detailed topographic survey
2. Environmental Phase I Analysis
3. Preliminary site design, site planning
4. Soils Engineering Tests
5. Appraisal
6. Land Options
7. Preparation of Fund Reservation, Legal,
Organizational, Coordination
TOTAL
$8,000
$3,000
$5,000
$5,000
$4,000
$5,000
$5,000
$35,000
2
The Project Consultant, Lane Sarver has prepared a progress report detailing the accomplishments
to date and is included as an attachment to this abstract. At this time, the First Baptist Church is
requesting a revision in the January budget line items.
Specifically, in order to demonstrate site control as required by HUD, First Baptist Chuch must
obtain an "Option to Purchase" for the property identified for this housing proposal. That property
is located on Park Road in Chapel Hill, approximately six (6) acres in size, is owned by the Pines
Community Center and the sales price is $300,000. The owner, Pines Community Center has an
outstanding loan with Central Carolina Bank for the acquisition of this property. Thus, the Pines
Community Center has agreed to enter into an Option to Purchase agreement with First Baptist
Church at a cost of $2,000 per month which would cover their monthly interest payments. The
option period is estimated to be thirteen months beginning May 1999 and ending May 31, 2000.
The land option costs included in the feasibility study budget will increase from $5,000 to $26,000.
Any funds paid to the Pines Community Center for the land option would be applied to the purchase
price of $300,000.
On May 10, 1999, the Town of Chapel Hill approved an additional contribution of $10,000 to assist
in meeting the increase in option fees. The First Baptist Church is asking Orange County to amend
the January budget to increase the land option line item, thereby, redirecting the remainder of the
$10,000 appropriation to the land option costs in order to allow them to meet the increased land
option expense.
There is approximately $8,656 in County money remaining in this budget. The revised budget is as
follows:
Feasibility Study Budget (May 1999)
ORIGINAL
REVISED
COUNTY
BUDGET
BUDGET
SHARE
1.
Detailed topographic survey
$8,000
$4,725
$ 1,350.00
2.
Environmental Phase I Analysis
3,000
1,100
314.27
3.
Preliminary site design, site planning
5,000
2,500
714.25
4.
Soils Engineering Tests
5,000
4,000
1,142.80
5.
Appraisal
4,000
1,900
542.84
6.
Land Options
5,000
26,000
4,571.55
7.
Preparation of Fund Reservation, Legal,
Organizational, Coordination
5,000
4,775
1,364.29
TOTAL
$35,000
$45,000
$10,000.00
FINANCIAL IMPACT:
This is not a request for additional funding, rather a budget revision that will redirect existing funds.
RECOMMENDATION(S):
The Manager recommends that should the Board approve the request from First Baptist Church of
Chapel Hill to revise the feasibility study budget for the preparation of a HUD Section 202 Elderly
Housing Application, County staff should continue to monitor payment requests to ensure that
expenditures are made in accordance with the revised budget.
3a.
Progress Report
To
Town of Chapel Hill
And
County of Orange
Feasibility Study
Merritt Mill Road Elderly Housing
Presented By
First Baptist Church of Chapel Hill
106 N. Roberson Street
Chapel Hill, North Carolina
28 April, 1999
P
To The Town of Chapel Hill and County of Orange
The First Baptist Church of Chapel Hill is pleased to present
the following progress report on its efforts to determine the
feasibility of developing a HUD Section 202 Elderly Housing project
for very low income residents of Chapel Hill and Orange County.
Organizationally, the Board of Deacons of the First Baptist
Church agreed to serve as the Housing Committee for the Church.
The Committee invited a representative from the United Church of
Chapel Hill and a representative from the InterFaith Council to join
in planning the proposed project and to offer the experiences from
those organizations previous efforts to secure such elderly housing.
The Committee has accomplished the following tasks as it has
pursued a determination of the feasibility of the project.
1. Housing Consultant & Organizational Coordination- The
Committee contracted with L Lane Sarver, Inc. to provide
Housing Consultant and Coordination services. The
Housing Consultant has conducted research and has
provided technical assistance to the Committee as it
pursued its tasks. The Housing Consultant Contract called
for a payment of $3,000.00. The invoice for housing
consultant services was forwarded to the Town and County
for payment, which has been received and has been paid.
2. Topographic Survey. The Committee solicited proposals
from surveying and engineering firms. It selected the
firm of The John R. McAdams Company to conduct the
topographic survey. The McAdams Company completed
the survey and delivered it to the committee for the
contracted price of $4,725.00. The invoice has been
forwarded to the Town and County for payment.
3. Environmental Analy, siS ; The Committee contracted with
GeoTechnologies, Inc. to perform an Environmental Phase I
Analysis. The Environmental Phase I Analysis has been
completed and the report received at the contracted price
of $1,100.00. No environmental problems were identified
E
5
in the analysis. The invoice for the Environmental
Analysis was sent to the Town and County, funds were
received, and the invoice has been paid.
4. Appraisal. The Committee solicited proposals from 12
appraisal firms. It accepted the proposal of the firm of
Joseph A. Sapanaro Associates for the amount of
$1,900.00. The completed report has been received and
the invoice for services was forwarded to the Town and
County. Funds have been received and the invoice has
been paid.
5. Architect The Committee solicited proposals from 7
architectural firms. The Committee received responses
from 2 firms, which the committee interviewed. The
Committee selected the firm of Arthur R. Cogswell. Mr.
Cogswell has reviewed the proposed site, has designed a
preliminary site plan and preliminary building plan, and
presented the proposed plan to the Chapel Hill Design
Review Commission on 21 April, 1999. Suggestions from
their review of the Concept Plan have been incorporated
Into a revised site plan.
The architect and surveyor have developed the
details for a required sewer easement, which has been
presented to the owner of adjacent Laurel Ridge
Apartments. The sanitary sewer manhole lies
approximately 8 feet off the adjacent utility easement,
which in turn is about 50 feet from the property line of
the project. The extension of the sewer line will be a
requirement of the Site Option (see below), but will
depend on the owner of Laurel Ridge Apartments agreeing
to grant the required 8 foot extension to get to the public
utility easement right -of -way.
6. Attorney. The Committee selected Attorney John T.
Stewart to provide legal and real estate advice for the
project. Attorney Stewart has completed the title research
on the property, has conferred with lenders who have
mortgages on the property, and has sent a proposed
easement agreement to the owner of Laurel Ridge
Apartments.
7. Organizational. A new non -profit corporation has been
established to become the Owner Corporation of the
project. The Committee had extensive deliberation on the
composition of the new corporation. It was established
with a 9 member Board of Directors, with 7 directors
appointed by the First Baptist Church of Chapel Hill and
one director appointed by each of the United Church of
Chapel Hill and the InterFaith Council for Social Service,
which have agreed to co-sponsor the project.
8. Site,. Rev. Manley, Mr. Rufus Minor and Lane Sarver met
with the Board of Directors of Pines Community Center,
Inc.. Pines Community Center, Inc. voted unanimously to
support the project and to option the land to First Baptist
Church in return for an option fee sufficient to cover the
interest cost on the mortgage note held by CCB, in the
amount of $2,000.00 per month. The purchase price was
agreed at $50,000.00 per acre, or $300,000 for the 6 acres,
an amount which is supported by the appraisal. The Seller
will also be required to extend the sewer to the site and to
obtain the proper easement as required by OWASA.
Because HUD requires Site Control to extend through
27 May, 2000 (12 months from the Section 202 application
due date), option payments in the amount of $26,000.00
must be evidenced by either payment or escrow. With the
predevelopment feasibility study budget amended to
reflect actual cost items, this can be accomplished with an
additional $10,000.00, to be applied to the purchase price.
A proposed revised budget is shown below:
PROPOSED REVISED BUDGET:
ITEM
1. Topographic Survey
2. Environmental Phase I
3. Site Planning
4. Soils Engineering Tests
5. Appraisal
6. Land Options
7. Legal, Organizational, Coordination
TOTAL
REVISED ORIGINAL
BUDGET BUDGET
4,725.00
8,000.00
1,100.00
3,000.00
2,500.00
5,000.00
4,000.00
5,000.00
1,900.00
4,000.00
26,000.00
5,000.00
45,000.00 35,000.00
C:
Proposed Increase of $10,000.00 from Town of Chapel Hill, and
agreement by Town of Chapel Hill and Orange County to amend
budget items.
9. Financial SUmmaa. Attached is a listing of invoices
received from vendors, requests for payment forwarded to
the Town of Chapel Hill and County of Orange, and a
listing of checks issued to cover services provided during
the feasibility study.
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